To get into a specific role within Salesforce, you must pass a comprehensive exam known as the Certified Salesforce Professional (CSP) exam. This exam can only be taken once, which is why many people consider it to be a necessity for a long-term career. The first step to taking the Trailhead or Certification exams is … Read more
9 steps for negotiating deals with Salesforce Early warning on getting started Businesses need an organized approach to starting deals on time so they can complete… Contract risk assessment and inspection Organizations need to understand all the contractual and business risks. Some… Forecasting and demand modeling This step takes the longest amount of time… More … Read more
Navigate Salesforce Tabs Click a tab to switch between objects and features (1) Search for a record in global search (2) Switch to Lighning Experience (3) Each app contains different features and tabs. (4) To view more tabs, click the plus icon (+) next to the main tabs 9:23 22:28 getting started navigating salesforce – … Read more
Switch back to Classic Select the Reports tab Locate the reports (or dashboards) that you want to move Click on the report and drag and drop into the correct folder Full Answer Is it possible to migrate reports from one Salesforce instance to another? Will appreciate your hrelp. Yes you can migrate reports from Salesforce … Read more
Moving reports and dashboards to different folders in Salesforce Go to Reports tab. Find the report and select Move from Row level actions. More … Move a report or dashboard between folders by dragging them from the list view to a report or dashboard folder on the Folders pane. On the Reports tab list view, … Read more
If you plan to deploy from sandbox to production salesforce, you need to do the following: Log in to Target Organization Navigate to set up then change set to Quick Find box You need to click the Inbound change sets Click the name of your Change set under the “Change Sets Awaiting Deployment” Click the … Read more
Redirect your Salesforce data from your Salesforce sandbox org to your production org. Open the template. For the Salesforce Record live app: Click Salesforce Record, and then Configure Template Record. Click the Salesforce Org dropdown. Change it from your sandbox org to a production Salesforce org. There are two methods to Migrate data from Sandbox … Read more
Redirect your Salesforce data from your Salesforce sandbox org to your production org. Open the template. For the Salesforce Record live app: Click Salesforce Record, and then Configure Template Record. Click the Salesforce Org dropdown. Change it from your sandbox org to a production Salesforce org. Complete the deployment in your target production organization Login … Read more
Monitor Platform Event Publishing and Delivery Usage To get usage data for event publishing and CometD-client delivery, query the PlatformEventUsageMetric object. Usage data is available for the last 24 hours, ending at the last hour, and for historical daily usage. PlatformEventUsageMetric is available in API version 50.0 and later. Full Answer How do I log … Read more
How to Migrate Salesforce Classic to Lightning?– Steps to Migration Step 1: Salesforce Classic to Lightning Migration Buy-In. First, you must obtain buy-in not only from management but… Step 2: Lightning Experience Readiness Check. The Readiness Exam Salesforce Report analyses your organization and how it… Step 3: Optimizer Report. Once you understand how the… More … Read more