SalesForce vs Service Cloud: Licensing Service Cloud is an add-on/ attachment to Sales Cloud. Service Cloud comprises features like Milestones and Entitlements. On the other hand, Sales Cloud involves Email-to-case and Cases. Full Answer How do I log into Salesforce? How do I access Salesforce for the first time? Check your email for your login … Read more
Restricted Stock Units (“RSUs”), the number of which shall be calculated as follows: Xxx USD divided by the average closing sale price of one share of Salesforce common stock as reported on the New York Stock Exchange during the two calendar months preceding the month in which the RSUs will be granted. Salesforce Equity – … Read more
A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write. Full … Read more
Revenue recognition requires organizations to track what their customers have purchased, company obligations, and how they deliver their services. Salesforce Billing helps users understand types of revenue recognition reporting, configuration, pricing, and payment obligations, creating a straightforward revenue calculation process. Full Answer What do you need to know about revenue recognition? When is revenue recorded? … Read more
When you create products in Salesforce, you add a standard price to each one. Then those products appear in the standard price book, which is accessible from each product or from the App Launcher. Think of the standard price book as a master book of all your products. Sometimes, though, you want to track a … Read more
Relationship in Salesforce is used to link objects with each other, so when a user view records, he can also see related data. For example, link a custom object called “Application” to “Candidate” to track applications that are associated with the candidate. You can define different types of relationships by creating custom relationship fields. Full … Read more
Salesforce Metadata can be used in a variety of ways because it essentially identifies characteristics of other data sets. Organizing this data, arranging relationships between sets of data, and customizing unique characteristics of your Salesforce instance are all made possible through metadata. Finding and extracting data is fairly easy. Metadata is data that describes other … Read more
Use the sObject Basic Information resource to retrieve metadata for an object. Get Field and Other Metadata for an Object Use the sObject Describe resource to retrieve all the metadata for an object, including information about each field, URLs, and child relationships. Full Answer How do I create a custom object in Salesforce? Upload Your … Read more
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup. Matching Criteria in Matching Rules A matching rule … Read more
Licenses in Salesforce are merely permissions that allow complete access to a particular feature to a user. Different editions entail the use of different licenses. Also, multiple licenses are capable of allowing access and support to a single feature. Full Answer What is a Salesforce license? A Salesforce license, or more precisely, a license definition, … Read more