Prospect accounts group prospects that work for the same company under the same umbrella, keeping all the information about the company in one place. Use prospect accounts to reduce duplication and keep information consistent across prospect records. Full Answer What is a prospect? Others consider prospects to be sales-ready leads that have moved on to … Read more
Platform events are special kinds of entity similar to custom object You can publish and consume platform events by using Apex or a REST API or SOAP API. Platform events integrate with the Salesforce platform through Apex triggers. … Unlike custom objects, you can’t update or delete event records. … More items… Platform Events are … Read more
Sales pipeline: A visual representation of where prospects are in your sales process. Sales pipelines give estimates of how much business your salespeople expect to close in a given week, month, or year. In turn, you can use pipeline to estimate how much revenue is coming into your business, and when. Full Answer How to … Read more
nCino is the worldwide leader in cloud banking. Built by bankers for bankers, nCino streamlines all customer and employee interactions within a single cloud-based Bank Operating System® that drives increased efficiency, transparency, profitability and regulatory compliance across all business lines. Is nCino owned by Salesforce? In October 2019, nCino closed its Series D round of … Read more
What are the capabilities of the Salesforce Marketing Cloud? The first set of tools aims to predict, route, and solve customer needs, while the second set — voice, video, and text capabilities for digital contact centers — let customers reach out in the most convenient channel for them. Amid the pandemic, customer service has arguably … Read more
Marketing automation allows for the management of a large volume of social media statistics and data related to the customer base. This has led to the increasing awareness among regional businesses about data management platforms (DMPs) including Salesforce DMP, Lotame, and Oracle DMP. Full Answer What are the best marketing automation tools? What Are Marketing … Read more
How to use Macros in Salesforce? A macro is a set of instructions that tells the system how to complete a task. Users can run macros to complete repetitive tasks—selecting an email template, sending an email to a customer, updating the case status—all in a single click. When a user runs a macro, the system … Read more
Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks. Set Up a Kanban View. What is Kanban setting in Salesforce? Kanban settings control the amount or number total in each column heading (1) … Read more
Jitterbit is a flexible and easy-to-use cloud-based integration platform that allows Salesforce users to quickly and easily integrate Salesforce with popular apps and data sources including AWS, SAP, Microsoft, NetSuite, Oracle, EDI, and more. Is there a jitterbit data loader for Salesforce? In addition to specialized integration templates and wizards that help walk users through … Read more
What is heap size in Salesforce? Salesforce heap size is the count of memory used by the variables, object instances in an Apex class. In order to store these objects & variables, memory is allocated in Salesforce which is derived from allocated Heap. Heap size is a common, yet neglected problem whenever it comes to … Read more