Open MS Excel, go to Data -> Get Data -> From Other Sources and click on From ODBC . Choose the Salesforce Data source that you have configured in the previous section. Click on OK, you should now see authentication window as below. Fill in your username and password and Click on Connect. You should … Read more
In Salesforce: From Setup, enter Data Import Wizard in the Quick Find box, then click Data Import Wizard. Click Launch Wizard! Under “What kind of data are you importing?” click Accounts and Contacts. Under “What do you want to do?” select your desired action. How do I import contacts from a spreadsheet to Salesforce? Salesforce … Read more
How do I import a list into Salesforce? Go to the Lists area of your account and choose New List. Select “I Agree” and then click Submit. On the next window, choose the option to “Create a new mailing list from an external file” Use option 1 to give your list a name. Use option … Read more
Build a team with the right leadership skills and experience to establish and then maintain a predictable revenue model. Employ effective leaders that you believe will remain proactive in the recruiting process who will also hire candidates with a specific culture fit in mind. Full Answer How do you create predictable revenue? A formulaic approach … Read more
To achieve the Salesforce web-to-lead forms follow simple steps as below: Step: 3. Post that, Check-in the box “reCAPTCHA v2” and then tick checkbox “I’m not a robot”.. After that, add your… Step: 5. Post that, Checkin the “Accept the reCAPTCHA Terms of Service” and then click on the Submit Button.. After… Step: 8. After … Read more
Another good idea is to check to see if Salesforce is setup to track these errors by going to Setup > Administration Setup > Email Administration > and then configure the “Bounce Administration” section displayed to the right of the page. Once activated, and you’re email does bounce, you’ll see a message by the email … Read more
How do I use Mailchimp with Salesforce? Use Mailchimp subscribers as Salesforce leads, build segments in your Mailchimp list, and easily share data and streamline communications, all to better engage your customer base. Editions: MailChimp for Salesforce requires a Professional, Enterprise, Unlimited, Developer, or Performance edition of Salesforce. What happens when a contact opts-out in … Read more
Option 2: Create a Permission Set – Go to the particular Object,say, Accounts, Object Permission Enabled –>Field Permissions–>Remove READ Access – This would make this particular field hidden from the Object to the Profile. Then Assign this Permission to particular User whom I don’t want to see this field. Hide Social Network Profiles on Accounts, … Read more
Open the Settings tab in the Form Builder. Click Conditions on the left. Select the Show/Hide Field option. More … “Hiding” Fields from Users or Profiles This time, from the Object Manager, click on “Fields & Relationships”. Select the field you’re looking to modify. Then, select “View Field Accessibility”. From the drop down, select the … Read more
Click the Reports tab. Click All Folders. Click Global Sales Reports. Click the arrow next to Opportunities by Rep, and select Edit. Ensure the Opportunity Owner column is grouped by row. Note: If there is a number in parentheses next to the Opportunity Owner name, the column is … In the Preview pane, click the … Read more