An indexed field is stored in the database in a way that supports quick retrieval. This optimizes report generation, list views, and other requests…sometimes. What makes a good index candidate is pretty advanced. Salesforce automatically analyzes performance and periodically assigns fields to be indexed. When a field is indexed, its values are stored in a … Read more
Email Opt Out If leads and contacts opt out of receiving emails, they don’t receive survey invitation emails from the Survey Builder or by an automated process. Required Editions Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience Without email privacy settings Without access to the field, reps don’t see any … Read more
Drill down is an analytics capability that allows users to instantly shift from an overview of data to a more detailed and granular view within the same dataset they are analyzing by clicking on a metric in a dashboard or report. Drill-down helps you take a closer look at records in a report. For example, … Read more
Customer Success Group Full Answer What are the CSG organizations? Charities Safety Group (UK) CSG Cochrane Style Guide CSG China South Industries Group Corporation (Beijing, China) CSG Coldstream Guards CSG Carrier Services Gateway CSG Customer Satisfaction Guarantee CSG Consumer Services Group (Sprint) CSG Combat Service Group CSG Committee for Small Government CSG Compliance and Surveillance … Read more
Customer relationship management (CRM) Is Salesforce just a CRM tool? Salesforce CRM is a cloud-based CRM software solution that provides typical CRM features as well as enterprise solutions that are focused on customer service and automation. What are the benefits of Salesforce CRM? Salesforce, the cloud-based Customer relationship management system, is widely regarded as the … Read more
Code coverage is a commonly used technique in the Apex system. Code coverage in Salesforce is a software testing metric that determines the number of code lines that will be validated under testing procedures. It also helps many software companies to verify the end products to deliver high-quality end products. Code coverage indicates how many … Read more
Application Program Interface Why does Salesforce use APIs? Users get many great built-in capabilities, but since no company can build the perfect, customized platform for every single user, Salesforce uses APIs. By offering APIs, Salesforce customers take all the technology available to create the capabilities they need for their own platforms. What is the difference … Read more
A Salesforce Architect helps design and deliver solutions for enterprise-grade customers using Salesforce products. The primary responsibility is to recommend the best solution for a given set of requirements and articulate the trade-offs involved in choosing one solution over another.Dec 2, 2021 Full Answer How do I become a Salesforce architect? What skills do I … Read more
Responsibilities of Salesforce Project Managers Requirement Gathering. Before starting with any project, an ample amount of time needs to be given to discovery and requirement gathering. Project Delivery. From team enablement to sprint planning, all the tasks fall in the bucket of project managers. … Reporting. … Managing Client Relationships. … A Salesforce Project Manager … Read more
Some of the responsibilities of a Salesforce Consultant include: Managing the Client Relationship Create and Manage Project Plans Mapping out Business Processes Supporting People Through Change Gathering Functional (Business) Requirements Managing a Team of Technical Staff Proposing Technical Requirements. Technical Product Configuration User Testing and Training They would conduct business analysis with a client to … Read more