Check Your Salesforce Version and Current Status Click the Setup icon, then select Setup. In the Quick Find search field, type ‘ Company Information’. Click on the option for Company Information and locate… Next, you will access the Salesforce site, https://status.salesforce.com/ . Add your Instance and press Enter. The Current Status section will indicate… More … Read more
Go the Reports tab, click New Report . Select the Accounts Report type. Change the Report to a Joined Report format type : Add or amend the filters for the Account report. This is your baseline and will determine what data the other report blocks will pull in. Add a Report Block Select the Cases … Read more
Join the Partner Community. Go to partners.salesforce.com. Click Join Now then Join the Partner Community. Click Log In with Salesforce using your org credentials. If you’re a new partner, click Join Partner Program, fill out the form, and then read and accept the Partner Master Agreement. You’ll receive an email … If your company is … Read more
Creating a Joined Reports in Salesforce Go to the report tab on the homepage. Click on “ New Report ’. Choose a report type, and click on “ Continue ”. Whatever report type is chosen here becomes the principal report type. In the next step, the report build will be opened up. Now, we have … Read more
Connecting Log into www.zoominfo.com/login Click your name at the top right and select Settings from the drop-down menu. Navigate to the Integrations tab on the left and select Connect under the Salesforce tile. Choose whether to connect to a Production (Live) environment or sandbox environment (typically used for testing) and click Connect A new window … Read more
Steps to Set Up the Salesforce SharePoint Integration Initiate the Salesforce Files Connect Tool. To start your Salesforce SharePoint Integration, log in to your Salesforce account, and in the Quick Search box type Files Connect and … Grant Permissions to Salesforce Files Connect Tool. On the Salesforce homepage go to the Quick Search box and … Read more
How to Integrate WhatsApp with Salesforce Direct Approach. Your customers can communicate using the WhatsApp messaging app, and you can reply using just a Search console. Integrate using API. Depending on your business, you can integrate WhatsApp using REST/SOAP APIs. … Install from AppExchange. Integrating WhatsApp using AppExchange is the easiest way. … Briefly, you … Read more
Understanding How Salesforce Slack Work Together. Step 1: Install the Salesforce App to Slack. Step 2: Install the Slack App to Salesforce. Step 3: Connect your Slack and Salesforce Accounts. Step 1: Install the Salesforce App to Slack. Step 2: Install the Slack App to Salesforce. More items Full Answer Is slack and Salesforce integration … Read more
Salesforce Integration With My Website Enable Site. For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar. … Create a Site. In this step, you actually have to create a site for the domain, you just registered. … Configure the Data Access. Again, in the quick find box … Read more
Full Answer How to integrate Salesforce and QuickBooks together? Workato: Advanced Integration of Quickbooks and Salesforce CRM Setting up powerful integrations to have your Salesforce to QuickBooks Online synchronized without code. … Simply hitting ’Start’ to have your Salesforce and QuickBooks Integrations initiated and the data sync automatically. … The connector can handle both standard … Read more