How do I validate an address in Salesforce? By creating reports that contain the fields associated with Address Blocks from custom or standard objects, you can run the verification processes on your Address Blocks. Once the scheduled processes are set, you can scroll down to the ‘Screening Jobs’ section and choose whether to use Address … Read more
The PitchBook Plugin for Salesforce fully integrates with the PitchBook Platform and allows users to view, link and import data on over 2,700,000 people, 3,300,000 companies, 389,000 investors, 77,000 funds, 70,000 service providers and 36,000 limited partners directly into Salesforce. What is the PitchBook plugin for Salesforce? The PitchBook Plugin for Salesforce is an add-on … Read more
It is used in Salesforce to capture the payment details. A payment record stores information about the amount of the payment, the payment type and looks up to the Account where the payment can be applied. It also stores information about Payment Allocations, Unallocations, and Refunds. Full Answer What is Salesforce customer 360 and how … Read more
OwnBackup is able to backup the data tables including standard and custom objects. However, it does not support metadata backup. In order for customers with no API access to restore data, they must submit a request to salesforce support to have their APIs temporarily enabled. Full Answer How to backup your Salesforce data? How to … Read more
Orders are essentially another table in the Salesforce database that we can split what was sold in an Opportunity, maybe for commissions or forecasting, versus what has actually been delivered or returned by the client in the Orders table. So really, we’re preserving data in the database by using the Orders table. Work Orders is … Read more
4 Steps To Set Up Your Salesforce Marketing Cloud Instance Set up the Marketing Cloud Connector. The seamless integration between Salesforce CRM and Salesforce Marketing Cloud… Configure Email Studio. Next, you’ll want to configure your Marketing Cloud Business Unit, including migrating assets… Create Efficiencies with Automation Studio. Automation Studio is… More … Now that you’ve … Read more
Omni-Channel assigns work items to a queue and then pushes work items to an agent who is a member of that queue. Works natively in Salesforce. Best for smaller organizations that support a limited number of products. You assign skills to agents and required skills to work item types. In Omni-Channel, work items are automatically … Read more
What is Salesforce ninja? Your Ninja Forms addon features an Add to Salesforce action that can be added to any WordPress form. With that action enabled in your form builder, mapping Ninja Forms fields to your account’s fields is incredibly easy. Does hopin integrate with Salesforce? The Salesforce integration is available on Hopin’s Business and … Read more
What can you learn from your Salesforce user activity? If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to … Read more
Today, Salesforce holds a commanding 19%+ share of the CRM market. Microsoft Dynamic 365 has a smaller market share, but definitely not insignificant—it’s between 3-4%, putting the company in fifth place among all CRM vendors overall. Both CRM systems offer a comprehensive suite of work tools. Full Answer What is the difference between Dynamics 365 … Read more