To enable this functionality: Go to Setup and type “ Account Settings ” in the quick find box, or go to Build | Customize | Accounts | Account Settings. Check the box for “ Allow users to relate a contact to multiple accounts. ” and click save. Full Answer Is it possible to merge multiple … Read more
The sync between Salesforce and Marketo is bidirectional only for leads, contacts, and Salesforce campaigns. In these cases, whenever you make changes in either Salesforce or Marketo, your updates will be reflected in both systems. All other syncs are from Salesforce to Marketo only. How are new leads synced from Marketo to Salesforce? New leads … Read more
Lookup Relationship in Salesforce links two objects together but has no effect on deletion or security. Unlike master-detail fields, lookup fields are not automatically required. When a salesforce lookup relationship is defined, data from one object can appear as a custom related list on page layouts for the other object. Create a Lookup Relationship From … Read more
A list email allows you to email to an individual email to each recipient in a list instead of one email to the entire group. So you can send individual and personalized, emails to recipients on contact and lead lists and members of a Salesforce campaign. You can also, choose individual records on a list … Read more
Convert Leads to Contacts and Accounts in Salesforce Essentials Click on the Leads tab in navigation menu bar Open the Lead record you wish to convert Click the Convert button in the upper right More … When you convert a lead, Salesforce creates an account, contact, and optionally an opportunity, using information from the lead … Read more
Salesforce helps customer-centric CFOs make customer-centric investment decisions in the following ways: View investment decisions from the customer’s point of view Get a stronger sense of how financial decisions impact the customer relationship Salesforce is helping financial service firms overcome the digital age disruption. It provides a connected interface through which they can intelligently manage … Read more
The custom login flow for Community users (external to our organization) works fine but of course our internal users, if they want to access the community, cannot use the same flow since they need to go to login.salesforce.com (or any othe rinstance URL such as https://na2.salesforce.com), enter their credentials to login to the CRM org … Read more
The help document says: A deactivated user doesn’t count against your organization’s available user licenses. However, deactivating a user doesn’t reduce the number of licenses for which your organization is billed; you must change your organization’s license count to change your billing A deactivated user doesn’t count against your organization’s available user licenses. However, deactivating … Read more
You simply include a line such as System.debug (‘The value is: ‘ + theValue); And then in your sidebar, under Administration go to Monitoring -> Debug Logs. Full Answer How do I see the output of system debug in Salesforce? To see the output of your System.debug, you need to: Write your trigger (no need … Read more
Go back to salesforce and click “Setup”. Expand the “Logs” category. Click the “Debug Logs” item. Under “Monitored Users”, click “New”. Type in your first name, click the magnifying glass to select yourself from the list. choose Save. Go to the Apex class you created earlier. Setup->Develop->Apex classes->Test_Foobars You can include System. Debug(‘message’) within your … Read more