Tableau has built-in integration with Salesforce, allowing Tableau reports and dashboards to be embedded within the Salesforce application itself. More important, Tableau can pull in data from all pertinent sources; it is not limited to only the data that resides in Salesforce. The Tableau Viz Lightning web component supports all versions of Tableau. Using the … Read more
Is there a way to sum the value from two custom formula fields into a separate formula field? Yes. You can just create another Formula field and add the other Formula Fields as you would do with any other field. E.g., if I have two Formula fields as: Full Answer How to create a summary … Read more
Salesforce Surveys allows surveys to be hosted on a simple community (Community Cloud), actually running as an app on your community, so there is nothing to add. If you want community users to access the survey without logging in, you have to allow guest users, and the guest user profile has to have access to … Read more
Salesforce Surveys allows surveys to be hosted on a simple community (Community Cloud), actually running as an app on your community, so there is nothing to add. If you want community users to access the survey without logging in, you have to allow guest users, and the guest user profile has to have access to … Read more
A Trailhead Playground (TP) is your own personal Salesforce org that you can use to access the hands-on challenges. You can use a trailhead playground to try out different features and customizations available within the Salesforce Platform. Full Answer What is trailhead playground in Salesforce? You can use a trailhead playground to try out different … Read more
Offline access is available in Salesforce for Android and iOS only. With Salesforce mobile app caching and Offline Edit, Salesforce for Android and iOS users can work with many of their frequently accessed objects and records while offline. Can I use Salesforce for Android offline? Offline access is available in Salesforce for Android and iOS … Read more
The link which you have shared allows the user to bypass the duplicate matching rule defined in salesforce. In REST API, the method will be same. Sharing a code snippet here for enforcing the insertion of duplicate records and fetching the already existing duplicate records. Full Answer What is matching rule in Salesforce? Salesforce Matching … Read more
Is Salesforce good for nonprofits? Yes! In this post, we’ll walk through how you can use built-in Salesforce features as well as powerful Salesforce apps and integrations to manage all of your most vital nonprofit initiatives and actually enhance your strategies through your CRM’s innovative functionality. Is Salesforce the right CRM for your nonprofit? Salesforce … Read more
Using Salesforce Data Import wizard we can three operation they are update, Insert and Upsert. Mapping fields. After uploading Data file to data import wizard, mapping fields must be done. The Data Import Wizard matches the record IDs in your file with the record IDs in Salesforce and updates the fields that were mapped. Full … Read more
How to install a graphics pack in Salesforce? In the search bar write Graphics Pack. Press the green button ‘Get It Now’ on the right side. Log in to your org. Choose a user, that you want this package to be installed. Don’t want to use the images from Salesforce Labs? Then you can upload … Read more