What are the things to know about Salesforce campaigns? 20 Things You Should Know About Salesforce Campaigns. 1 1. Standard Object, Many Use Cases. 2 2. ‘Active’ Checkbox. 3 3. Campaign Custom Fields – Recommendations. 4 4. Campaign Hierarchies – Parent vs. Child Campaigns. 5 5. Campaign Hierarchy Reporting – ‘In Hierarchy’ Fields. More items … Read more
How to integrate CTI with Salesforce? When you decide on CTI Integration with Salesforce, you must choose any of the two ways of CTI integration with Salesforce – the open CTI tools or the Telephone Service Provider APIs. It is also possible to use Open CTI with both Salesforce User Interfaces – Classic and Lightning … Read more
CRM software makes your sales process more efficient by using tools that revolve around automation, record association and insightful reporting. The software helps you identify key prospects and follow up on high-yielding deals, while freeing up your sales reps from manual, time-consuming administrative tasks so they can sell more. Full Answer How Salesforce CRM works. … Read more
Conditional Highlighting in Reports in Salesforce is used to highlight field values on summary or matrix reports based on ranges and colors you specify. To enable conditional highlighting, your report must contain at least one summary field or custom summary formula. To enable conditional highlighting, your report must be a summary report (grouped by rows) … Read more
In Salesforce, click at the top left. Click ‘View All’ in the dropdown Click ‘Visit AppExchange” button on the top right of the popup. Type ‘Pledge’ into the Search bar. Full Answer What is the difference between click & pledge and C&P Salesforce? Within Click & Pledge, “Receipt” typically refers to the CONNECT receipt, whereas … Read more
By default, Classy for Salesforce syncs to standard objects such as Contacts, Accounts, Opportunities, and Campaigns. It also syncs to a few custom objects such as Classy Recurring Donors, Classy Related Entities, Classy Custom Questions, and Classy Custom Answers. Full Answer What is Classy in Salesforce? Classy for Salesforce gives you the tools to optimize … Read more
Cirrus Insight is an inbox and Salesforce integration, meaning it allows you to access and use Salesforce in your inbox, instead of having to go into a separate system. Everyone already works in their inbox, so it makes sense to have Salesforce there too. Cirrus Insight monitors your inbox and automatically syncs emails to the … Read more
Create a checkbox formula the same way that you would create any other formula field in Salesforce. From Setup, enter Contacts in the quick find box and select Contacts | Fields. Scroll to the Contact Custom Fields & Relationships Section and click New. Select Formula and click Next. Create a checkbox formula the same way … Read more
Campaigns are outbound marketing projects that we want track, plan and manage leads, contacts and opportunities we use campaign records. We can add both leads and contacts to campaigns in Salesforc.com. To create new campaigns in salesforce, User must have Marketing User’s licence and also must enable permissions on campaigns in their profiles. We can … Read more
How to make API calls in a smart way? REST Client: code or an app that can access these REST services. You are using one right now! … REST Service: the server. There are many popular libraries that make creation of these servers a breeze, like ExpressJS for NodeJS and Django for Python. REST API: … Read more