A related list in Salesforce is a group list that displays all the linked records together. If you want to locate your related list in the main region on a record, the list will display on the Related tab. Otherwise, if you want to locate your related lists in the narrow sidebar region, the record … Read more
Salesforce automatically notifies the referral recipient via email, thanks to routing rules the admin set up based on expressed interest, city, state, or other factors. The mortgage referral goes to Bob in the mortgage department in retail banking. The recipient of the referral accepts, rejects, or reassigns it. Salesforce automatically notifies the referral recipient via … Read more
When it comes to recruiting and hiring, we lead with our values and focus on your skills and competencies. According to Nathalie Scardino, head of recruiting at Salesforce, it’s this focus on competencies that sets Salesforce apart. We look for culture “adds,” not culture “fits.” Full Answer How do I get a job at Salesforce? … Read more
One can set up Queues in Salesforce while following the below-given steps properly: From Setup, enter Queues in the Quick Find box, then select Queues. After that, Click on ‘ New ’. Enter a label along with the queue name. The label is basically the name of the list view that users work from. Choose … Read more
Within products, Salesforce provides price books. “A price book is a list of products and their associated prices. Each product and its price is called a price book entry” as defined by Salesforce.com. When you combine price books and products, you are able to see the various products your company can provide along with the … Read more
Salesforce Reporting Snapshots is a little-known feature that is included in out-of-the-box Salesforce orgs and is easy to set up. Snapshots allow you to take a picture of a set of records and freeze the data on them for future reference. The most common use case is Opportunity Pipeline Change over time, so that’s the … Read more
Connect both SurveyMonkey and Salesforce by authenticating them on Automate.io platform. Choose Salesforce and select one of its events as a “trigger” that’ll start the automation. Select an “action” event from SurveyMonkey which will run every time the trigger event occurs. Map the data fields between Salesforce and SurveyMonkey using the drag-drop interface. To access … Read more
The integration between Pardot and Salesforce happens via a connector, which can be enabled by first installing the Pardot app from the AppExchange in Salesforce, and then setting up and verifying the connector in Pardot. Full Answer How do I use Pardot with Salesforce? Create a record in Salesforce, click Send to Pardot, and check … Read more
Opportunities may have quotes, proposals and orders. Using Opportunities we can forecast sales in an organization. Opportunities are one of the most widely used and heavily customized objects on the platform. Opportunities allows user to track the individual products (opportunity line items) that you are selling on the deal, multiple quotes, any partners involved and … Read more
Steps to follow:-. Click on setup and search for Lightning Experience Transition Assistant. select Lightning Experience Transition Assistant. You will see this on your screen:-. Click on Go to steps under Roll out Phase. You will see as below:-. Click on Implement Lightning experience features, It will expand the section as below:-. Under Configure the … Read more