Marketo syncs with Salesforce all day, every day. Each sync takes some time and then pauses for 5 minutes, then starts again. The very first sync in your subscription may take hours or even days because Marketo is copying the entire database from Salesforce. Full Answer How to setup Salesforce integration? Set up a Salesforce … Read more
Through this expanded partnership, Salesforce has chosen Amazon Connect as its preferred contact center technology and will resell Amazon Connect as part of its new upcoming offering, Service Cloud Voice, making it easy for organizations to deliver better customer service at a lower cost. How would you like to contact Salesforce? How would you like … Read more
How to report notes and attachments in Salesforce? How to report notes and attachments in Salesforce? Navigate to the Reports tab and click New Report. For ” Report Type,” select File and Content Report, then click Continue. Add the following filter: File Type equals SNOTE (ensures that the report only includes Notes ). Remove all … Read more
What can you do with Salesforce Chatter? Here are the main things you can do with Salesforce Chatter: Post updates or comments in Groups or on a record. Share files and links. Post polls. Create draft posts to share later. View Chatter Feeds for past activity relating to a specific record, or across your organization. … Read more
Best of all, it is free. However, currently it is open to the public only one day a month when 4 tours are offered, each lasting one hour. So if you want to visit the Salesforce Tower when you are in town, prepare to be disappointed unless you have made your reservation months, or maybe … Read more
Yes, you will need a trigger as workflows rule cannot update lookup fields. It should be a very simple trigger Notice that createdbyid will most likely be null on a before insert context, so it has to an after insert or before update. Now you can update a lookup from a workflow rule using a … Read more
To change the labels for Standard Objects and Fields in Salesforce, simply go to Setup -> Customize -> Tab Names and Labels -> Rename Tabs and Labels. Choose the Tab (or Object) you want to rename and click Edit.Aug 4, 2020 Full Answer How to rename the tab in Salesforce? How data is organized in … Read more
You can’t delete the definitions of standard objects. If you don’t want them to be available to your users under any circumstances, you should remove all object-level permissions (“CRUD”) from all of your profiles for those objects.Dec 12, 2018 Full Answer How to delete all records in a custom object in Salesforce? Click Debug -> … Read more
Salesforce lets you deactivate users, but not delete them outright. The reason is because a user can own accounts, leads, and groups, and can be on multiple teams. Removing a user from Salesforce affects many processes in the org. After departure from the org, we don’t want the user to retain access to their account. … Read more
Tableau’s in-built Salesforce connector conveniently establishes a connection with Salesforce. You can easily set up a data source and use Tableau to visualize your data to perform a fruitful analysis for your business. This can be implemented using the following steps: Full Answer What is the difference between tableau and Salesforce? Tableau CRM is open … Read more