Salesforce Engage is a separate license from Pardot. Unlike the Pardot “bucket” license, Engage licenses are issued as one per person. Pricing is transparent, at $50/user/month (at the time of this writing). 0:33 1:25 Salesforce Engage Demo – YouTube YouTube Start of suggested clip End of suggested clip Visit trailhead to get started and see … Read more
In the Enterprise version, you have absolute control over what your users can or cannot do in Salesforce. Salesforce Lightning Integration – If you have multiple systems that need to integrate with Salesforce, you need the Enterprise version. You can integrate limited systems using Lightning Professional through third-party apps. Full Answer Should I choose between … Read more
Yes, as a myTrailhead customer, you’ll have access to the library of public Trailhead content as a starting point for your own custom trails. We add new Salesforce and general business skills content every six weeks. Content you publish on myTrailhead is private to your organization and not available to the public. Full Answer Why … Read more
What is Salesforce and how can it help your business? Salesforce helps break down technology silos in your organization between departments so no matter where they are, employees in marketing, sales, commerce, service, and IT share a single customer view. This enables a deeper understanding of customers on one customer relationship management (CRM) platform. What … Read more
Several large healthcare organizations rely on Salesforce’s Health Cloud for provider services, including Cancer Treatment Centers of America, which serves cancer patients at treatment centers and hospitals throughout the U.S., and Piedmont Healthcare, which has 11 hospitals and serves in over 250 locations, according to its website. Luckily, with a wealth of data at their … Read more
In the Salesforce mobile app, object-specific actions show up on record detail pages. So for example, an action associated with the opportunity object is only available when a user is looking at an opportunity. Global actions let users create records, but the new record has no relationship with other records. Use global actions to let … Read more
Why geckoboard KPI dashboards? Professional KPI dashboards. No hassle. Connect your data from a choice of over 70 integrations. Build a real-time dashboard in minutes. With Geckoboard, it’s that simple. Create dashboards that keep teams focused on their most important metrics. For company, investor, marketing, sales, support, ecommerce dashboards and more. Why choose geckoboard? No … Read more
According to the docs: Because formula fields are automatically calculated, they are read-only on record detail pages and do not update last modified date fields. Formula fields are not visible on edit pages. Formula Fields cannot display on the edit screen using the Classic Interface. However, they are available in Lightning Experience. If users need … Read more
How do I create a formula field in Salesforce? Follow these steps to navigate to the formula editor. From Setup, open the Object Manager and click Opportunity. In the left sidebar, click Fields & Relationships. Click New. Select Formula and click Next. In Field Label, type My Formula Field. Notice that Field Name populates automatically. … Read more
While creating reports, formula fields may need to be created before running or exporting a report. However, the formula fields do not export to Excel and as a result, adds to inefficiencies in data extrapolation and manipulation when needed. How do I create a formula field in Salesforce? Follow these steps to navigate to the … Read more