Table of Contents
How to create a task or an event in Salesforce?
Creating an event is quick and easy too. Click New Event, or click the day and time the event starts and drag the cursor to the time the event ends. The New Event dialog box appears, with the start and end times already filled out. Enter the event details, and click Save.
What are the lightning events in Salesforce?
- Salesforce Lightning Events Part 1 – Component Events Introduction
- Salesforce Lightning Events Part 2 – Building Component Events
- Salesforce Lightning Events Part 3 – Bubble and Capture Phase
- Salesforce Lightning Events Part 4 – Understanding Container Components
- Salesforce Lightning Events Part 5 – Application Events Introduction
What are trigger events in Salesforce?
Use platform events in the following cases:
- To send and receive custom event data with a predefined schema
- To publish or subscribe to events in Apex
- For the flexibility of publishing and processing events on and off the Salesforce platform
What are the opportunities in Salesforce?
- Opportunities may have quotes, proposals and orders.
- Using Opportunities we can forecast sales in an organization.
- Opportunities are one of the most widely used and heavily customized objects on the platform.
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar’s name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
Can you track events in Salesforce?
You can track, create, and update your own and others’ meetings and invitation responses in different locations in Salesforce. Salesforce displays events in activities list views and calendar views; Chatter feeds; and records that events are related to, such as contacts and accounts.
How do I view events in Salesforce?
View the Today’s Tasks and Today’s Events components on the Home tab….Click the App Launcher menu.Search for Calendar.Look for the calendar icon, then select Table (it will load to ‘Recently Viewed’ Events page).Click on the gear icon within the Events page.Click on New to create a custom Event list view.
What is new event in Salesforce?
New Events in Salesforce. Like New Tasks, New Events are forward looking activities. And while Tasks represent “To Do’s”, Events really represent scheduled meetings. They’re very similar to an Outlook Calendar meeting.
What is the difference between event and task in Salesforce?
Tasks are a “point in time” (no duration) record of an activity, such as a logged call, a reminder, an email, etc… It can be in the future and they also have due dates and statuses (not started, completed, etc…). Events have a start and end time, which tasks do not.
What is an event in lightning?
A component event is an event that is fired by a lightning component. A component event can either be handled by the component itself or it can be handled by any other component which is present in the hierarchy that receives the event.
How do I record an event in Salesforce?
Create Events On the Home tab, under Calendar, click New Event or New Meeting Request. If you create an event in the feed for a record such as a contact, Salesforce automatically relates the event to the record. In the sidebar in Salesforce, in the Create New drop-down list, select Event.
What is field event in Salesforce?
Event records have standard fields for tracking and recording event details. Event Fields in Lightning Experience. These standard fields for tracking and recording event details are available in Lightning Experience. Event Fields in Salesforce Classic.
How do I complete an event in Salesforce?
Events are used to track meetings with prospects, colleagues and customers. They are different from Tasks which are To-Do list in Salesforce….To close a Task from the Task recordClick the Task’s Subject name to access the Task Record itself.Click the Edit button.Set the status to Completed.Click Save.
Is log a call a task or event?
Log a Call just creates a Task, but it gives you a chance to use a different layout for creating Tasks right after calls.
What is event ID in Salesforce?
WhatID in Salesforce refers to object type things. That would typically be an Account ID or an Opportunity ID. The WhatId represents nonhuman objects such as accounts, opportunities, campaigns, cases, or custom objects. WhatIds are polymorphic.
How are events used in LWC?
With LWC we can create and dispatch the custom event.Create and Dispatch an Event. Create Event : We can use the customEvent() constructor to create an event. … Handle an Event : There are two ways to listen to an event.
Sales teams and our journey to becoming a data driven culture
At Salesforce we strive to put the power of the data in the hands of the salesperson. Ensuring it’s easy to interpret and access, insightful, and intelligent in recommendations given. New features and products are regularly made available, which makes for ripe picking for introducing innovation.
1. Globally standardising and scaling dashboards for sales management
As Salesforce grew, our organisational structure, products, and reporting mechanism became more complex. More acquisitions, more products to sell, more product innovation, more customers to cover, more headcount to plan for, and a growing addressable market. This means more data to crunch and make actionable to salespeople.
2. Data science and next-best-product sell for cross-selling
The very fabric of our technology infrastructure means we are able to look at a customers usage insights of our products. These indicators, amongst other data points, act as a fantastic base on which to build a next-best-product to sell model.
3. Account exploration and analysis
Whether working from Salesforce or Tableau (a recent acquisition), the ability to easily explore all things related to an account and analyse whats happening is a key activity we enable sales on. Our own CRM setup means there is reassurance that what you’re seeing is the single source of truth on all aspects on an account.
4. Sales KPI tracking: linking live CRM data to collaborative documents (Quip)
We’re in a fortunate position of having an excellent collaborative product in Quip. The fact that everyone is working from home at the moment has made this even more important to keeping our sales teams informed, connected and enabled.
Summarising the impact and what you can do?
To summarise the impact the above has had on our sales organisation — it’s now a better run, better benchmarked, and a more operationally astute organisation. With data at its heart and decision making now too. Being able to easily measure and benchmark regions at any point in time has proven a huge value add.
Understanding Platform Events using Real-Time Business use case -Salesforce
Each program will take care of its own notifications process. They should be having the processes to send notifications whenever new data arrives. For this, we can have triggers written or maybe some Process builder setup on each program to send notifications.
But, How will a platform event get to know that there is an event?
The EventBus.publish (something) is quite similar to “insert” operation in Salesforce DML operations. So as soon as an “insert” has happened, respective object’s trigger comes into picture.