We’ve made it easy to cancel shipments through SalesForce. Step one: Navigate to “SwagUp Shipments” Step two: Click the drop down towards the right of the order you would like to cancel Cancel Your Subscription There’s a cancellation button at the bottom of the page. Indicate why you’re leaving us, then click Cancel Subscription. This … Read more
What is Salesforce communications CRM and how does it work? Salesforce Communications CRM is built to connect to complex legacy environments, integrating diverse data sources into a central interface. That way, every customer and employee touchpoint will be consistent, giving every customer a unified brand experience. How can Salesforce help your telecom business? Salesforce addresses … Read more
Zendesk is easier to set up and works more intuitively than Salesforce. Besides that, it is better suited as a customer service and support ticketing software. Salesforce, on the other hand, is great if you want to get a 360-degree profile on your customer. So for the Salesforce vs Zendesk discussion from the features standpoint, … Read more
How Salesforce + Zapier Integrations Work Step 1: Authenticate Salesforce and Zapier. 30 seconds Step 2: Pick one of the apps as a trigger, which will kick off your automation. 15 seconds Step 3: Choose a resulting action from the other app. 15 seconds Step 4: Select the data you want to send from one … Read more
Step 1: Go to Setup >Home > Enter Web-to-Lead > Select Web-to-Lead Step 2: To enable or change Web-to-Lead settings, click Edit & enable Web to Lead checkbox. Step 3: Now Click on Create Web-to-Lead Form Step 4: Select fields you want to show in your form from the Available section and add them to … Read more
Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org’s data. Roles within the hierarchy affect access on key components such as records and reports. Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience Full … Read more
If you want to search on the words of a phrase then your query will look like this string searchQuery = ‘FIND ” +searchtext+’*’ IN ALL FIELDS RETURNING Idea (Id, title, body, categories, createddate, lastmodifieddate)’; The searchtext here is a string. Exact Match keyword searches in Global Search are performed enclosing the search query in … Read more
Connect Salesforce and Uber with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and Uber to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library. … Read more
What Is the Translation Workbench in Salesforce? The Translation Workbench’s Functions. The Translation Workbench works with the participation of a translator – or a… Considerations. In the Translation Workbench, you can activate and de-activate a language. Regardless of the status, a… Suggestions. By informing translators of their assigned languages, using the… More … Translation Workbench … Read more
To begin with SalesforceIQ for Small Business, users just connect through their Gmail or Exchange email accounts. The SalesforceIQ mobile app seamlessly integrates the email inbox with CRM data and the entire sales process, including collaboration with team members, can be managed directly from a phone. Full Answer What is an integration user in Salesforce? … Read more