Einstein Search gives the global search box more power and intelligence right from the first click. Work faster, complete tasks directly from the search results, and get results that are most relevant to your role in your company. Full Answer How to enable Einstein search in Salesforce? Here are the exact steps to switch on … Read more
Salesforce Einstein is the first comprehensive AI for CRM. It’s an integrated set of AI technologies that makes Salesforce Customer 360 smarter and brings AI to trailblazers everywhere. Full Answer How do I enable Einstein in Salesforce? How do I enable Einstein in Salesforce? From Setup, enter Assisted Setup in the Quick Find box, and … Read more
What Is Salesforce Einstein? Einstein Predictions. Einstein relies on the rich customer data inside of Salesforce. … Sales. Sales reps must be reliable and accurate. … Service. Great customer service can lead to lifelong customers. … Marketing. Marketing organizations face the challenge of reaching the right customer and designing a unique journey for them that … Read more
Put simply, Einstein Analytics is an app used to visualize the activity occurring in your Salesforce environment. Whether you use Salesforce for Sales, Marketing, or Service, this visibility tool offers insights into the data (like contacts, campaigns, or accounts) your users add to the CRM every day.Apr 30, 2019 Full Answer How do I enable … Read more
Salesforce Einstein Analytics Course content. What is Salesforce Einstein analytics and why do we need it? Requirements Description. Einstein Analytics is a cloud-based business intelligence and visualization platform from Salesforce, designed to give you insights from your existing data. Student feedback. … Put simply, Einstein Analytics is an app used to visualize the activity occurring … Read more
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts. How does Einstein activity capture integrate with Salesforce and AWS? When Einstein Activity … Read more
Salesforce DX is a Salesforce product in the App cloud that allows users to develop and manage Salesforce apps throughout the entire platform in a more direct and efficient way. Salesforce DX, used primarily by developers, allows users to have true Version control. What are the real benefits of using Salesforce DX? You get better … Read more
6 Salesforce Duplicate Rules You Need To Activate Right Now Account Exact Name. Purpose: To prevent the creation of multiple Accounts with the exact same Account name. … Account Name Potential Match. Purpose: to warn users of a potential duplicate where account names differ slightly. Companies that use an acronym. Lead-to-Lead Email Exact Match. Purpose: … Read more
Typically, it’s your company name or whatever drives your brand. my.salesforce.com is the Salesforce domain suffix—domain, for short. With a couple of rare exceptions, My Domain login URLs all belong to this same domain. Even though technically you’re creating a subdomain, it’s sometimes referred to as creating a My Domain. Showcase your company’s brand with … Read more
DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. … Read the DocuSign instructions for configuring the AppExchange plug-in before installation. Get the AppExchange plug-in for DocuSign here. DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your … Read more