Existing CRM systems like Salesforce can directly integrate with direct messaging channels like WhatsApp, using third-party plugin applications such as Social 25. Third-party apps are paving the way to a seamless customer experience as they come with pre-integrated messaging channels. Have an option to restrict who community members can send direct messages to. We are … Read more
Why manage data in Salesforce? Manage and secure your data so you can build better experiences. Improve data management and security to deliver connected experiences to employees and customers. Solve for integration across any business need. Discover how to simplify integration within Salesforce and connect any application, data, or device. What is the Salesforce platform? … Read more
Partner Users now have access to Data Loader. Resolution For Partner Site Users to use Data Loader 1. Grant API access by checking API Enabled on a custom Partner User profile or permission set. 2. Download and Install Data Loader on Github. (forcedotcom / dataloader) Partner Users now have access to Data Loader. Full Answer … Read more
Can Salesforce customer support help with custom CSS? Additionally, Salesforce Customer Support can’t help resolve any issues with custom CSS. For substantial template customizations, instead of using custom CSS, use the CSS resource in custom Lightning web components or Aura components and in custom theme layout components. What is a trigger in Salesforce? A trigger … Read more
How do I use a letterhead in HTML email templates? Use a single letterhead as the foundation for all your HTML email templates. If your logo, company colors, or corporate identity change, make a change to your letterhead and that change will be applied to all HTML email templates using the letterhead. Your letterhead can … Read more
Match My Email works seamlessly with Office 365 and Gmail (as well as 35+ other email systems). It takes is about five minutes to setup and then starts automatically integrating emails into Salesforce records like Leads, Contacts, Accounts, Opportun0ties and Case, fully in background, machine-to-machine, 24/7/365. Full Answer What is the relationship between Salesforce and … Read more
What is Salesforce direct dialer and how does it work? Sales Dialer is an outbound calling system that allows you to add inbound calling functionality. That means you can call customers and prospects directly from Salesforce, as well as receive calls from new leads. Why choose Salesforce for your batchdialer? One of the most significant … Read more
How do I enable cookies in Salesforce? How: From Setup, in the Quick Find box, enter Sites , and select Sites. To create a new site, click New, or, to modify an existing site, click Edit. To only allow required Salesforce-supplied cookies within the site, select Allow only required cookies for this site. Does Salesforce … Read more
Send outbound messages from salesforce and pass the case record ID to your external system and then query back using REST/SOAP to get the additional details. This way you can also use Chatter Rest API to fetch the feed related to the case record sent via outbound message. Full Answer Are Salesforce IDs case-sensitive? The … Read more
Internally, Salesforce uses a case-sensitive 15 digit ID for all records because everything is in control of salesforce but when doing callout in other words there are applications like Access or Excel which do not recognize that 50130000000014c is a different ID than 50130000000014C, the case-safe 18 character ID was introduced, Full Answer Are Salesforce … Read more