Salesforce starts tracking field history from the date and time that you enable it on a field. … Use Data Loader or the queryAll () API to retrieve field history that ‘s 18–24 months old. Changes to fields with more than 255 characters are tracked as edited, and their old and new values aren’t recorded. … Read more
Historical reports can be used to monitor activity in the pipeline and check on the progress of specific deals over a given period. They allow you to delve into figures, dates, status, and other details that could be adding up to impact the look of your pipeline. It can highlight deals whose value increased or … Read more
Google is also looking to use the partnership with Salesforce to drive adoption of its office software platform, G Suite, which competes primarily with Microsoft Office 365 and other more focused tools such as Box and Dropbox. Google is offering a promotion to any Salesforce customer not using G Suite to get the service free … Read more
Salesforce Global Search When a user clicks into the global search bar they will see their recent items. As they start typing in the search box, they will be shown recent items that match their search criteria. If the correct record is displayed, they can select it from the suggested results. More items… Global Search … Read more
Global Search gives you results by keeping record of which objects you use, how frequently you use them and arranges the search results based on that information. This means that the records you most frequently search on and view are shown at the top of the list. What is global search bar in Salesforce? Global … Read more
Salesforce asks the user to sign in and authorize the GitLab application. If everything goes well, the user is returned to GitLab and is signed in. GitLab requires the email address of each new user. After the user is signed in using Salesforce, GitLab redirects the user to the profile page where they must provide … Read more
GetFeedback’s core Salesforce integration features custom mapping of survey responses to any standard or custom object/field in Salesforce. In comparison, if you check out our major competitor, you’ll find that their Salesforce integration is rigid and manual, requiring professional services for setup. GetFeedback for Salesforce delivers an integrated application experience whereby companies can use GetFeedback … Read more
Integrate Formstack Forms with Salesforce by logging into your Salesforce account within the Formstack Forms app. You’ll need your username, password, and security token for access. Map form fields to the objects you want to populate in Salesforce. Multiple objects can be updated with one form submission. Full Answer How do I create a form … Read more
What are the main services provided by Salesforce? Salesforce’s main services are tools for case, task and issue management. It also gives customers tracking abilities for their raised cases and conversation features for social networking Web sites, provides analytical tools and other services including email alert, Google search, and access to customers’ entitlement and contracts. … Read more
How Evernote + Salesforce Integrations Work Step 1: Authenticate Evernote and Salesforce. 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