Salesforce uses Marketing Cloud technology to drive powerful results in every business function. Employee acquisition and onboarding are automated with Marketing Cloud. Marketing Cloud provides sales teams with enablement materials and competitive insights, and joins with Sales Cloud and Service Cloud to send event messaging over all channels. With Salesforce, you’re able to coordinate your … Read more
In Salesforce, you can use a lookup field to associate two records in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When editing a lookup field, the user must find the right record to associate. In Salesforce, lookup fields allow users to … Read more
You can add a lead or a contact to a campaign via the ‘Campaign History’ related list. Where this list is positioned will depend on your org; however, if it’s missing, the Salesforce Admin will need to add the related list to the page layout. 2. Add to Campaign Button on Lead/Contact List Views Full … Read more
Whitelisting Salesforce Emails in Exchange Online Protection In the EAC, navigate to Mail flow > Rules. Click + and then select Create a new rule. Give the rule a name and then click More options. Under Apply this rule if, select The sender and then choose IP address is in any of these ranges or … Read more
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts. From here you can view and edit existing page layouts or create new ones: Page Layout Sections You can create sections for fields. 0:13 1:20 Reconfiguring Salesforce Lightning Record Page Layouts to … YouTube Start of … Read more
Workflow tasks assign a new task to a user, role, or record owner. For example, automatically assign follow-up tasks to a support representative one week after a case is updated. To get started with workflow tasks, from Setup, enter Tasks in the Quick Find box, then select Tasks. Create a Workflow Rule Set the Criteria … Read more
Go to login.salesforce.com (or the login URL your Salesforce admin provided). Enter your username and password and click Log in to Salesforce. Once you’re logged into Salesforce, you’ll be directed to Home. Full Answer What are the main uses of Salesforce.com? Sectors that Use Salesforce Services Communication: Salesforce is used in the communication sector by … Read more
If your organization reaches its Recycle Bin limit, Salesforce automatically removes the oldest records if they have been in the Recycle Bin for at least two hours. You can manually undelete records by click Recycle Bin icon in bottom left menu. Undelete account will include contact, case, opportunity tagged to that Account. To restore all … Read more
How to remove required fields from a page layout? You can remove them from page layout. Goto page layout of your custom object>drag and remove fields from page layout. You can’t remove required fields but you can remove standard fields like owner, created by,last modified by from page layout. How to delete a page associated … Read more
How do I turn off email notifications in Salesforce? Go to Admin. Click Salesforce. Under Sync Options, click Edit. Uncheck the Send email notification to owner in Salesforce upon lead assignment box. Click Save. Enable or Disable Email Notifications From Service Setup, in the Quick Find box, enter Activity Settings , and then select Activity … Read more