einstein-hubcom What is a Lead in Salesforce.com ? Leads can be entered manually, imported or captured from a Web-to-Lead forms. Leads contain both company and contact information. When new leads are created we must automatically assign those leads to sales people using lead assignment rules. A Salesforce lead is a prospective client or a potential opportunity, … Read more
Leads are opportunities that have reached a certain level of potentiality. Salesforce Leads are the number of leads that are generated by your CRM Customer relationship management Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers’ history with … Read more
Articles Overview. Articles capture information about your company’s products and services that you want to make available in your knowledge base. Working with Articles in the API. Articles are available through the KnowledgeArticleVersion and KnowledgeArticle objects in the API. They both represent an article but provide different capabilities. Data Categories Overview. Users classify and find … Read more
Fields that are automatically indexed in Salesforce are: RecordTypeId Division CreatedDate Systemmodstamp (LastModifiedDate) Name Email (for contacts and leads) Foreign key relationships (lookups and master-detail) The unique Salesforce record ID, which is the primary key for each object. When a field is indexed, its values are stored in a more efficient data structure. This takes … Read more
Groups help users build, preserve, and share knowledge that’s vital to getting the job done and keeping everyone aligned. Group Types Salesforce provides group types for different purposes and audiences. Public groups are visible and open to all employees. Anyone in the company can join a public group, and then post, comment, and add files … Read more
Salesforce Flow —the product that encompasses building, managing, and running flows and processes. Flow Builder —a point-and-click tool for building flows. Flow —an application that automates a business process by collecting data and doing something in your Salesforce org or an external system. A flow is the part of Salesforce Flow that collects data and … Read more
Salesforce Limits for Escalation Rules LIMIT VALUE Actions that are allowed with each rule 200 Active rules you can use in one account … 50 Entries per rule 3,000 Filter criteria you can specify for per … 25 3 more rows … Jun 12 2022 An escalation rule automatically reroutes a case and can notify … Read more
Dynamic Dashboards in Salesforce:- Salesforce Dashboards are the graphical representation and visual presentation of reports data in salesforce. Salesforce dashboards have some visual representation components like graphs, charts, gauges, tables, metrics and visualforce pages. Salesforce dashboard components are used to represent data. Dynamic dashboards enable each user to see the data they have access to. … Read more
Salesforce Editions are as follows: Essentials. Professional. Enterprise. Developer. Unlimited. There are four primary Salesforce Editions available: Essentials, Professional, Enterprise, and Unlimited.Mar 5, 2021 Full Answer Which Salesforce edition is best for You? Salesforce also provides another edition, Developer Edition. This is a free instance of Salesforce with which developers can test and build third-party … Read more
Custom Settings in Salesforce are similar to custom objects in Salesforce. It allows users to create custom sets or custom chunks of data which creates easier access of data to users. Some particular data that you want to automatically fetch from the records can be easily done by using Custom Settings. What are the types … Read more