Campaigns are outbound marketing projects that we want track, plan and manage leads, contacts and opportunities we use campaign records. We can add both leads and contacts to campaigns in Salesforc.com. To create new campaigns in salesforce, User must have Marketing User’s licence and also must enable permissions on campaigns in their profiles. More items… … Read more
API stands for Application Program Interface. Salesforce APIs are a way for other applications (or code in other applications) to programmatically access data within your Salesforce org, in a simple and secure manner.Sep 21, 2015 Full Answer What is the main purpose of Salesforce? Salesforce.com, inc. is an American cloud-based software company headquartered in San … Read more
Salesforce business analyst is a project-based, business-improvement role. Business analysts help guide businesses to improve business processes and efficiency in Salesforce. They elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions. What does a Salesforce analyst actually do? Key things to remember Salesforce business analysts DO NOT need to be super … Read more
Full Answer How to become a certified Salesforce admin? Good communication skills to enable you to work across the company and help user adoption Be able to build reports, dashboards and workflow rules Ability to analyse data and know about security Innovative and open-minded (there will always be tools that can help increase the ROI … Read more
What is Salesforce Account? Account represents an individual customer account, organization or partner involved with business. As part of standard functionality Salesforce.com provides Account objects in Salesforce which stores all account details related your business like Customers and Competitors. In Salesforce, an account is a company that you are or were doing business with. Salesforce … Read more
Expert Coaching (Accelerators) individual sessions are specialized engagements designed to help you get more value from Salesforce products. These are personalized work sessions that solve specific Salesforce challenges and are included with Premier and Signature Success Plans. Full Answer How to run a successful CX program with Salesforce? How to run a successful CX program … Read more
The Sales Process is a series of repeatable steps that the sales team can take with a prospect to sell their product. It is a Salesforce term used to determine which opportunity stages are selected when the record types are enabled. And if the record type is not enabled then there is no need for … Read more
The running user is the user whose security settings determine the data that’s displayed in the dashboard. Important When you specify the running user, it’s possible to give dashboard readers a broader view of data than they normally have. Full Answer Who is the running user of a Salesforce flow? The running user of a … Read more
What is Rollup Summary Field In Salesforce: COUNT: We can calculate the count of Child records which are associated parent record. SUM: we can summarize particular field value of Child object. MIN: we can find out minimum value of particular field value of child object. MAX: we can find out Maximum value of particular field … Read more
Difference Role Profile The role helps in defining data visibili … A profile sets the limit of what a user … A role defines what user data a user can … Profile defines permissions Defining role to a user is mandatory alw … Defining profile is not always mandatory Hence, Roles offer a feature to … Read more