In the form editor – under the field settings of each Salesforce field – is an upsert setting that when enabled will mark this field as being considered in the upsert criteria. To mark a field as an Upsert field, simply check the box labeled ‘Update existing Salesforce record matching this field value’ in the … Read more
Connecting SurveyMonkey to Salesforce is an easy process. In SurveyMonkey, click on the app launcher. You will find products. Go to Integrations & Plugins and select salesforce from featured apps. To integrate salesforce, you need a SurveyMonkey enterprise license. SurveyMonkey for Salesforce automates workflows to trigger surveys and pushes data back to Salesforce records for … Read more
A very common requirement we come across is uploading image/photo through vf pages. While doing this task we need to keep in mind that we can’t directly display the image in visualforce page in salesforce. It should be stored at someplace- There are 3 places where we can store our images Full Answer Can you … Read more
Use Data Loader to upload attachments to Salesforce. Before uploading attachments, note the following: If you intend to upload with Bulk API, verify that Upload Bulk API Batch as Zip File on the Settings | Settings page is enabled. To create Files using Data Loader, you need to insert records first as ‘ContentVersion’ and then … Read more
You can also mass upload data as leads in Salesforce. It can import up a large number of records, to 50,000 records at a time. It provides a simple interface to specify the configuration parameters, data sources, and field mappings that map the field names in your import file with the field names in Salesforce. … Read more
You can set up your Salesforce account to trigger a workflow action any time you convert a new lead. For example, this could mean that any time a lead is converted, an email is generated to your sales team urging them to get in direct contact with the person behind the lead. Full Answer Can … Read more
In Lightning regardless of whether the feature is on or off, uploading a document in the Notes and Attachments related list will still result in the document being added as a Salesforce File. This feature will not convert email attachments in the Salesforce Classic UI. Email attachments will continue to be Attachments and not converted … Read more
YES – You can use Data Loader to upload attachments to Salesforce. Before uploading attachments, note the following: If you intend to upload via the Bulk API, verify that Upload Bulk API Batch as Zip File on the Settings | Settings page is enabled. Use Data Loader to upload attachments to Salesforce. Before uploading attachments, … Read more
All HubSpot contacts will sync to Salesforce by default. However, if you create an inclusion list in HubSpot, only contacts that meet the list criteria will sync to HubSpot. Members of the inclusion list will only sync with Salesforce when a sync is triggered.Nov 2, 2021 When do HubSpot contacts sync with Salesforce? When a … Read more
No you need to change the profile. If you want to change the licence linked to the profile and keep the same profile to the user. This is currently not available with Salesforce. You might want to clone the profile with new license and assign to user. Full Answer How to change the license of … Read more