Create a Key Activities report to identify which tasks sales reps are doing most frequently. Create a Win Rate report to spot the high-performing sales reps. Add the new reports to dashboards so you can analyze win rates and key activities. Full Answer How to monitor user activity in Salesforce? User Activity Monitoring in Salesforce … Read more
Full Answer How Salesforce lead tracking software can help your business? By tracking and scoring your leads with lead tracking software from Salesforce, your business will get the most return from its limited resources, convert more leads to opportunities, and win more deals. What are your lead sources in Salesforce? Most sophisticated organizations take things … Read more
Click the gear icon and Choose Setup Under Objects and Fields, choose the Object Manager Select Chargent Order or Transactions depending on which one you’re doing first. Select Fields & Relationships Click the Set History Tracking button Choose what fields you want to track Be sure to click save. 1:34 16:21 Inventory Management on the … Read more
Select the field(s) you want tracked and then click “Save” Go to your object’s Page Layout & click “Edit” to include the Track History related list. More … From Setup, enter Object Manager in the Quick Find box, then select Object Manager. Click the custom object, and click Edit. Under Optional Features, select the Track … Read more
Quickly See Whether Emails Have Been Opened. In the past, it was necessary to run a manual report in Salesforce to see whether emails had been opened. Enable Enhanced Email and Email Tracking. To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. … Sending Mass Emails in Salesforce Lightning … Read more
How do I Track Email Opens & Clicks In Salesforce? Quickly See Whether Emails Have Been Opened. In the past, it was necessary to run a manual report in Salesforce to see whether emails had been opened. Enable Enhanced Email and Email Tracking. To track emails in Salesforce, you need to first enable Enhanced Email … Read more
To analyze revenue churn in Salesforce and get down to the nitty-gritty details, Sales VPs will have to export reams of data into Excel and then calculate that specific churn information out across different accounts and time frames. 1:58 6:10 Salesforce: Calculating Churn Rate – YouTube YouTube Start of suggested clip End of suggested clip … Read more
From Setup in Salesforce, you can navigate to ‘Email Log Files’ and request for an Email Log. The log file will also contain details on why the email bounced. Use the standard Bounced Contacts or Bounced Leads report (Salesforce Classic only) Bounced Contacts – Under the folder ‘Account and Contact Report’ click on ‘Bounced Person … Read more
You can use try-catch inside a test class, and this is how you can test a class which you have written and that will throw an exception. Like if your class includes something like this if (aSomeTestCondition == true) { } else { Exception e = new myClassException (); e.setMessage (‘Incorrect aSomeTestCondition’); throw e; Full … Read more
Go to “set up” -> Customize -> Leads -> click on web-to-Lead. Then you will navigate to following screen. Here we can see web to lead set enabled checkbox is checked. By default web to lead is enabled in sales force. And default lead creator is owner of the lead creator in Salesforce. How to … Read more