Salesforce will enable text messaging for your phone number after they receive your LOA. In the Quick Find box, enter Messaging and then select “messaging settings.” Click “New Channel” in the Channels section. Salesforce SMS Magic You can send an SMS text from objects in Salesforce and even use SMS templates. The automation tool allows … Read more
Heroku is a great place to run apps and microservices that you can use with Salesforce through a variety of integration methods. Four common reasons to integrate apps on Heroku with Salesforce are: Data replication. Data proxies. What is Heroku and how it is used in Salesforce? Summary Apps are transformative — apps are how … Read more
A Salesforce Marketing Cloud Salesforce Marketing Cloud Salesforce Marketing Cloud is a provider of digital marketing automation and analytics software and services. It was founded in 2000 under the name ExactTarget. The company filed for an IPO in 2007, but withdrew its filing two years later and raised $145 million in funding. It acquired CoTweet, … Read more
Is Salesforce a good CRM in general? The new Individual object in Salesforce CRM is a good start towards fulfilling the requirements of GDPR. Individual records are related tightly to any person record in Salesforce, be it a Lead, Contact, or Person Account. It is designed to hold personal data preferences and details for processing. … Read more
Before you can activate Responsys data in DMP, you must execute ID swaps on your email openers, email clickers, and form submitters. ID swapping enables the platform to link your contacts’ hashed email addresses to their anonymous online profiles (also known as unique user IDs or BKUUIDs). As your Responsys segments are imported into your … Read more
In the Spring ’18 Release, Salesforce implemented a standard object, named “Individual”, that became available in All Editions. This new object allows data privacy preferences to be tracked for any objects (including custom objects) on the Salesforce platform that contain personal information.Oct 2, 2018 Full Answer What is Salesforce and how can it help your … Read more
When should and shouldn’t you use Salesforce custom objects? When you should and shouldn’t use Salesforce Custom Objects. If Salesforce were a house on CRM Street, it would be the one with the manicured lawn, clean windows, and just enough décor to make it elegant without crossing the line into “extra.” If you were to … Read more
“No connection is available. Check your Wifi or cellular connection and try again.” Workaround – Access Salesforce1 via the Safari Browser. This issue does not occur via Mobile Browser. – Enable Salesforce1 Offline. This bug seems to related to the ability for the record to cache. Full Answer What is a connected app in Salesforce? … Read more
To elaborate a bit more on Stuart’s answer: The VF template’s relatedTo if used in a workflow email alert will invoke the standardController for the triggered object – in your example: ‘Case’. The standard controller for Case will not have access in memory to any of Case’s related lists. The problem here is that related … Read more
What are Salesforce quotes and how do they work? With salesforce quotes sales people can record and track the various product and price combinations given to the customer. The sales person can decide which quote is most likely to be accepted by the customer. It’s that quote which becomes the value of the opportunity for … Read more