A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations. How to create custom formula in Salesforce? creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => Select object => Custom Fields & Relationships … Read more
1)Customer community User is contact as well as user.A community user is a contact but once provisioned access for community,sfdc creates a User out of that contact with contactId as the Salesforce Contact 2)Explore Employee community license as for most of cases thats sufficient unless you need full access to knowledge and other features A … Read more
The Basic answer to the question, “What Is a Salesforce Community?” Employee Community. An employee cloud community provides automated tools to help the employee perform better. … Client Community. A salesforce community cloud for your sales and IT teams are quite beneficial when bringing on new clients via a Customer Portal. Partner Community. … Community … Read more
Salesforce B2C Commerce is the industry-leading, cloud-based commerce solution for transforming shopping experiences across all digital channels. It provides a rich set of capabilities, including marketing, merchandising, content, promotions, customer service, fulfillment, and artificial intelligence. Is Salesforce the best cloud service? With that, here are the tools you can use to build apps on Lightning … Read more
Predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your sales organization with Collaborative Forecasts. A forecast is an expression of expected sales revenue based on the gross rollup of a set of opportunities. Full Answer How to effectively use the forecast function in Salesforce? Consider all the … Read more
Full Answer How Salesforce CloudCraze can help your B2B business? With CloudCraze, Salesforce customers can start tracking all interactions and transactions with their B2B customers. This increases the knowledge and experience of individual customer buying behaviors, which can be used for better targeting and much more effective long-term personal engagement. What is CloudCraze and how … Read more
What does Salesforce Service Cloud do? Enables your customer service team to resolve cases faster, automate processes, and boost team efficiency with service analytics. Increases the efficiency of customer service teams with automated workflows. Includes built-in tools for asset and order management. More items… Salesforce Service Cloud is a customer relationship management (CRM) platform for … Read more
Create a record by making a copy of a similar record. Full Answer How to clone an object in Salesforce? Testing the Hypothesis Lets create the XML as required. … As we can see we have retrieved the required and we see the location is the default file. … Now we have to use convert … Read more
DocuSign CLM (Contract Lifecycle Management) for Salesforce allows you to streamline the contract lifecycle by automating manual tasks, orchestrating complex workflows, and eliminating unnecessary risk. How to enable Salesforce CRM content in Salesforce? The profile of the user doing the sync should have the following permissions enabled: Manage Salesforce CRM Content Create Libraries Manage Content … Read more
The client ID and secret would be stored in the Auth Provider (along with the Authentication and Token endpoint URLs), so SF would be able use them to get the access token (& refresh token) from the provider. Named Credential will in turn use the Auth Provider and simplify the way you make callouts via … Read more