Through radio, print, TV, digital, metro ads and more as well as some local events, Buscemi said Salesforce is showing specifically how its technology is used in different businesses. For example, one of the digital ads shows a split screen with a shoe salesman on one side and a woman in her bedroom on the … Read more
When a Contract is generated by Salesforce CPQ, the Quote (or Order’s) Start Date and Subscription Term or End Date are used to calculate and populate the Contract‘s Start Date and End Date. Then the Contract Term is populated with the difference between the months of the Contract Start Date and Contract End Date. When … Read more
A role hierarchy works together with sharing settings to determine the levels of access users have to your Salesforce data. Users can access the data of all the users directly below them in the hierarchy. How do you use hierarchy in Salesforce? To maintain a complete account hierarchy, enter an account in the Parent Account … Read more
When a customer replies to an email that has the Thread Id, Salesforce will identify the Case via the Thread Id, the Case Owner will be sent a notification, and the email will be added to the Email related list. To work with Email-to-Case or On-Demand Email-to-Case emails: Click Send An Email to send an … Read more
The quality and timeliness of support are an important parameter while comparing Salesforce with RedTail CRM. Salesforce offers phone, email, tickets, training as support to its customers while RedTail CRM provides phone, email, live support, training. Salesforce and RedTail CRM are supported in the following languages. Full Answer Which CRM is better than Salesforce? Here … Read more
Canvas don’t work in offline mode as they have an UI, but connected apps can access data from salesforce even if user is offline and performs various operations on behalf of the user. Connected apps are used in integration which can control salesforce organization on behalf of it. Full Answer What is the difference between … Read more
Canvas apps use a connected app in Salesforce and can use either a signed request or the typical OAuth flow to handle authentication. One advantage of a signed request method is that when a Salesforce admin has permitted users to access the Canvas app, no intermediate authorization is required for the app to make requests … Read more
Typically, you and your sales team create quotes from the Quotes related list. After you click New Quote, you enter some basic information such as when the quote expires, and then you choose products and services to include. These are standard Salesforce Products, and they contribute to the quote total, among other values. You create … Read more
Once records are placed in a queue manually or through an automatic case or lead assignment rule, records remain there until they’re assigned to a user or taken by one of the queue members. Any queue member or users above them in the role hierarchy can take ownership of records in a queue. Full Answer … Read more
Using Salesforce, the company is building a digital headquarters to improve both the customer and employee experience. We sat down with Stacey Goodman, Prudential’s Chief Information Officer, to learn how the company is using Salesforce to digitally transform its business. Why is Prudential embarking on a digital transformation? Full Answer How is Prudential using Salesforce … Read more