Salesforce CPQ sets the dates on each contract record based on the following settings. The contract start date inherits the order’s Order Start Date field value. The contract end date inherits the shared end date of the order products on that contract. Salesforce CPQ then creates a subscription record for each of your subscription order … Read more
Incredibly, SalesForce claims that as of 2018, 99 of the top Fortune 100 brands used its CRM solutions. Worldwide, over 150,000 companies use their scalable cloud-based solutions. Why should I use Salesforce? Salesforce Knowledge transfer Lightning Console CTI Implementation Call Center Management Customer Communities Live Agent Wave Analytics knowledge base Maintenance of customer self-service Improved … Read more
Under Summary Formulas in the “Fields” pane, double-click Create Formula. 2. Enter a Column Name for the formula. This is the column header as you want it to appear on your report. Edit or create a report. If necessary, group report data. … From the Fields pane, in the Formulas folder, click Add Formula. Enter … Read more
How do you build an effective Salesforce dashboard? Building an effective Salesforce dashboard is therefore a matter of identifying which data is important enough to earn a place on your summary screen. We asked experts to share the Salesforce data they rely on. Here’s what they recommend: How Is a Salesforce Dashboard Helpful? A dashboard … Read more
How do I install NPSP in Salesforce? You can install NPSP in one of the following ways: Sign up for a trial version of NPSP (which gives you Salesforce Enterprise Edition with NPSP pre-installed). This is the easiest way and is the method recommended by Salesforce.org. Install NPSP on top of an already existing organization … Read more
What is legacy transaction security in Salesforce? As of Summer ’20, Legacy Transaction Security is a retired feature in all Salesforce orgs. You can no longer create, edit, or enable transaction security policies using the legacy framework and will receive an error message if you try to do so. What is enhanced transaction security framework … Read more
Trailhead by Salesforce have not only switched their certification exams over to the Winter ’22 Release, they have also updated the exam outline of the Salesforce Certified Advanced Administrator Exam Guide. First up: NO NEED TO FREAK OUT! Full Answer What is the Salesforce advanced administrator credential? The Salesforce Advanced Administrator credential is designed for … Read more
Salesforce recently announced the resignation of co-CEO Keith Block, bringing his seven-year tenure at the company to an end. It’s believed he will remain at the company in a non-executive advisory role for the near future. Who is the CEO of Salesforce now? Salesforce also announced today that it has named Gavin Patterson, former BT … Read more
SAP CEO Bill McDermott said Wednesday in no uncertain terms that his company will not buy Salesforce, Reuters reported. And he said other tech giants aren’t likely to buy Salesforce due to its high valuation. Full Answer What is the difference between SAP vs Salesforce? Now let’s see how SAP vs Salesforce breaks down: Both … Read more
In 2012, it raised $161.5 million in an initial public offering, before being acquired by Salesforce for $2.5 billion in 2013. ExactTarget was renamed to Salesforce Marketing Cloud in 2014 after the acquisition by Salesforce.…Salesforce Marketing Cloud. Industry Marketing automation Parent Salesforce Website MarketingCloud.com 9 more rows What startup did Salesforce buy for $84 million? … Read more