Today, the Salesforce customer relationship management (CRM Customer relationship management Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers’ history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in … Read more
When editing and/or saving text in a rich text field while in the quote line editor, the text is wrapped in <p></p> tags Salesforce CPQ (Configure-Price-Quote) Last updated 2019-05-08 · Reference W-5627628 · Reported By 30 users Fixed in version CPQ 220 Summary Full Answer How to access rich text area field using HTML tags? … Read more
Add the ‘Primary Campaign Source’ field on an Opportunity List view. Classic: Click Setup. Click Customize. Click Opportunity | Select Field. Click New field | Select Data Type Formula | Return type “Text” with a cross-object formula that references the Primary Campaign Source field and returns “Campaign.Name”. The Primary Campaign Source field is autopopulated during … Read more
The Primary Campaign Source model is the default model that comes with Customizable Campaign Influence. It assigns 100% influenceto the campaign noted in the Primary Campaign Source field on an opportunity. It uses auto-association, which means users can’t addcampaign influence records to the model manually. Primary Campaign Source can be set both manually and automatically. … Read more
The Salesforce Owner is determined by the following data points: CRM Owner ID mapped in Salesloft field configuration (Lead, Contact, Account, Opportunity). Things to Note: This can be ANY User lookup field in Salesforce. The Salesforce Owner is determined by the following data points: CRM Owner ID mapped in Salesloft field configuration (Lead, Contact, Account, … Read more
Primary Campaign Source: It defines the name of the campaign responsible for generating the opportunity. For opportunities created during lead conversion, this field is automatically filled in with the campaign name from the lead. Full Answer How to create opportunity in Salesforce? While creating opportunity in salesforce we can include stage and probability fields to … Read more
In Salesforce Classic, creating notes is tied to the Notes & Attachments related list on records or the Chatter publisher on feeds. In Lightning Experience, you can launch a new note from anywhere. As we just learned, you can create notes from the Global Actions menu and the utility bar. All notes added to contacts … Read more
All objects are all related with lookups and each successive object needs to be a child or grandchild of the master object. ContentNote, task and contact do not have the parent-child relationship. So it is not possible. Full Answer How do I read and update a note in Salesforce? Click a note in a list … Read more
There are two seperate objects one is called Note and the other one is Attachment. Both are displayed on the same related list. So if you want to query them: Assuming you have Contact contact = [query the contact you want] //list of notes for a particular contact All notes added to contacts and opportunities … Read more
Salesforce Lightning offers more functionality than Salesforce Classic, making it better overall. Lighting’s biggest benefits include a components library and app builder to support more customizability, as well as support for third-party apps.May 20, 2022 Full Answer What is the difference between Salesforce classic and lightning? What is the difference between Salesforce Classic and Lightning? … Read more