A guest user is anyone you can use for applications like event management applications, volunteer applications, donation applications and many more. The Salesforce feature that allows accommodation of these “external users” is the SITE GUEST USER.Nov 4, 2017 Full Answer How to create a new Salesforce user? Setup > Type in ‘Users’ into Quick Find … Read more
Auto launched flow in Salesforce. As name suggests these are flows which can be launched automatically based on certain conditions or situations. For example, we can call a flow from process builder, when there is any DML occurs like (Insert, Delete, Update) or we can call the flow if there is any platform event occurs. … Read more
FinancialForce ERP is a customer-centric, end-to-end enterprise resource planning solution built on the Salesforce platform. By keeping the focus on the customer, FinancialForce, helps companies accelerate high growth, deliver maximum value and increase efficiencies. Full Answer What exactly does Salesforce do? salesforce is basically a CRM Platform which is used to make a good customer … Read more
Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect. Full Answer What are the pros and cons of Salesforce? Low risk: Low acquiring … Read more
Salesforce Field Service use Cases Repairs: visiting customer sites to carry out service, either as a single visit or multiple. … Maintenance: scheduled, repeated visits where the work follows a similar pattern each time. Sales: reps that visit prospects and customer sites (especially those who need to coordinate multiple single visits). … More items… This … Read more
Field Service Lightning (FSL), as you might know, is a Salesforce product that connects customers, workforce and products on a single platform to deliver exceptional on-site services. It also provides customer support team a chance to intelligently delegate work to Field Service technicians and monitor them constantly. Full Answer Why you should use Salesforce field … Read more
Escalation actions specify when the case escalates and what happens when the case escalates. An escalation rule can reassign the case to another support agent (user) or support queue (queue). An escalation rule also can send notification emails to the new assignee, to the current case owner, and to other recipients. How do I escalate … Read more
Why should I use Salesforce? Salesforce Knowledge transfer Lightning Console CTI Implementation Call Center Management Customer Communities Live Agent Wave Analytics knowledge base Maintenance of customer self-service Improved productivity Automated phone support More items… What does Salesforce.com’s acquisition of Demandware mean? Salesforce’s acquisition of Demandware, a recognized leader in the space, extends the company’s CRM … Read more
In Salesforce, the data model is made up of the following entities: Objects. Fields. Relationships. validation Rules. Page Layouts. Salesforce Data Model is essentially the manner in which tables of data are represented within your Salesforce database to make them understandable to anyone who views them. Data modeling helps you make sense of the data … Read more
Salesforce data migration is defined as the process of moving Salesforce data to other platforms where required. The migration is an opportunity to cleanse the data and the data should demonstrate the following characteristics: Complete- All necessary details should be contained for all users.Sep 23, 2012 What is data migration means in Salesforce? Salesforce data … Read more