Set up your Python package and API access The first step is to install the Python package, which allows you to import all of the required packages into your Python file. 2. The Salesforce function allows you to connect to the API (you will need API access and your Salesforce credentials).Sep 2, 2021 Should I … Read more
Actions could be Post to Chatter, Create a Record, and Submit for Approval. Using the Lighting Process Builder you can either trigger an existing approval process built using approvals, or you can select Default approval process and rely on the system approver fields. Use the Submit for Approval action in Process Builder to submit license … Read more
By default, Salesforce accounts are business accounts, which are used to store information about companies or other entities. Personaccounts extend the standard business-to-business account functionality by allowing you to store information about individual consumers.You can use both business accounts and person accounts in the same org. Audience Person accounts can’t be included in account hierarchies. … Read more
No. The same classic user interface with the same features and functionality are available using the standalone Pardot app at pi.pardot.com. If you want your users to still be able to access Pardot within their Salesforce instance, you must enable the Pardot Lightning app. No. The same classic user interface with the same features and … Read more
You can use a Salesforce automation tool like Process Builder if you want to update the Related Opportunity Contact Role field based on the value of other fields, such as Status or other custom fields. Automatic Soft Credits from Affiliations NPSP can automatically create soft credits for organizational donations based on affiliation records. Full Answer … Read more
Yes you can use OAuth2 with SOAP api calls, check below reference. https://developer.salesforce.com/blogs/developer-relations/2011/03/oauth-and-the-soap-api However is there any specific reason for not using REST api? As most of you probably know by now, Salesforce supports the OAuth protocol for authenticating with Force.com. Check out Pat’s excellent article for a deeper dive into OAuth 2.0 at Salesforce.com.Mar … Read more
Is Microsoft Authenticator | Salesforce Trailblazer Community. Is Microsoft Authenticator supported? Yes, Microsoft Authenticator can be used as a one-time password one-time password A one-time password (OTP), also known as a one-time PIN, one-time authorization code (OTAC) or dynamic password, is a password that is valid for only one login session or transaction, on a … Read more
How to use Labels with Salesforce With the custom mapping, you can specify which information you want to send over to your integration, like Salesforce, and where exactly. You can map some information captured by SnapEngage, or by javascripts, or on your Design Studio form, but you can also send information captured by your agents … Read more
To create the mailing list, first run a report for the members of the campaign and the desired fields that you wish to put on the mailing label in Salesforce. Then export this report to excel.CSV. For details on how to obtain the Report please read: How do I get a list of Campaign Members? … Read more
With this Mailchimp-Salesforce integration working for you, every new custom object you create on Salesforce will trigger the creation of a new subscriber on Mailchimp. When this happens… New Record Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created. Click the App Launcher drop-down menu and choose Mailchimp … Read more