If opportunity contains any opportunity product then Standard Amount field not updated with rollup summary fields (Est_PreAmmount__c,Est_AppTakenPreAmount__c). Standard Amount field will use standard salesforce system generated formula that takes the UnitPrice (sales price)* Quanity (Which is always 1 for my case). Full Answer What is the amount for opportunities with products in Salesforce? For opportunities … Read more
Standard case reports uses the Units picklist in reports filter to display the age of a case. This is calculated in the backend of Salesforce and not something you can edit, even as the System Admin. In reports you can view the minutes, hours, or days. The age of a closed case is the elapsed … Read more
The AccountId is special part of the native display of “360 degree view” of the customer. This field can be used to query all tasks and events that tell a story around the Account. The value is populated automatically by all native objects that relate to Account directly or indirectly via WhoId or WhatId. Full … Read more
The AccountId is determined as follows. If the value of WhatId is any of the following objects, then Salesforce uses that object’s AccountId. Account Opportunity Contract Custom object that is a child of Account Full Answer How do I get the parent account ID in Salesforce apex? Note that in Apex the ID is the … Read more
To measure Stage to Stage Duration with Salesforce data, You want to use the Created Date of the first Opportunity History record that is in that stage. To calculate the average Stage Duration, you need to subtract the Stage 1 Date from the Stage 2 Date for each opp that made it to Stage 2. … Read more
In short, a Salesforce Instance is the installation of Salesforce’s software that resides on a server (or group of servers likely). An Org is your specific organization’s data and meta data. Salesforce has multiple orgs residing on the same instance.Dec 10, 2019 What is a Salesforce Org? Salesforce customers will have an org that is … Read more
The difference b/w salesforce & force.com is the salesforce is software as a service and the force.com is the application development platform.the force.com is the platform as a service. May 2, 2015 · The major difference between the two is that while Salesforce.com caters to businesses, Salesforce.org focuses on nonprofit organizations, higher education and K12 … Read more
What is a business unit in Salesforce Marketing Cloud? This functionality is facilitated within Marketing Cloud through a feature known as Business Units. Business Units within Salesforce Marketing Cloud help organize and control access to the information with various marketing and IT teams. Information content can be in the form of multiple artifacts, templates, and … Read more
Most commonly, we see nonprofits using Salesforce to track interactions with volunteers or donors from one shared system. This data can also be used for personalised marketing, through tools available on Salesforce, so that you can maintain engagement and build deeper relationships with constituents. With Salesforce, the organization can use data to segment its donors … Read more
Salesforce creates a PDF and sends the proposal through Docusign, another capability Galvin incorporated into the workflow. Now, when Alex sends a proposal, the buyer receives an email notifying them that a proposal is waiting. The buyer can review the proposal, and then affix a digital signature. A Salesforce document generator allows you to create … Read more