You may take your certification exam at a local testing center, at a date and time of your choice. Salesforce has partnered with Kryterion, which has testing centers all around the globe, to make the examination process more convenient for those looking to get certified. How to study and pass the Salesforce admin exam? should … Read more
Salesforce certification exams can be taken remotely, from your own computer, at the comfort of your home. This is made possible by online proctoring, wherein a proctor monitors your exam taking through a webcam. These exams are available everyday, except on major U.S. holidays and during system maintenance.Apr 20, 2020 What is the Salesforce administrator … Read more
You can schedule a reporting snapshot to run daily, weekly, or monthly so that data from the source report is loaded into the target object when you need it. After you set up a reporting snapshot, you can view details about it and edit and delete it. What are Salesforce reporting snapshots? Salesforce Reporting Snapshots … Read more
From Setup, enter Tag Settings in the Quick Find box, then select Tag Settings. Select Enable Personal Tags and Enable Public Tags to allow users to add personal and public tags to records. What are tags in Salesforce? What are Tags? Tags are words you can associate to records in Salesforce to facilitate search and … Read more
You can use the Apex Data Loader export wizard to export Leads with or without Tags from Salesforce. When you export, you can choose to include (Export All) or exclude (Export) soft-deleted records. Note: To learn more about Tags, please review the Enable Tags documentation. 1:39 5:28 Salesforce Basics, Episode 8: How to Use Tags … Read more
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail. Can I sync Salesforce and Gmail contacts? Or if that contact information is updated in … Read more
Helps to access important Outlook email messages and manage all relevant Salesforce records in one place. Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. You can keep your Outlook and Salesforce events in sync using Salesforce for Outlook. After … Read more
Click the More Options icon (ellipses) and select Synchronize with Salesforce from the dropdown menu. Updates the record in Outreach with the latest Salesforce information. Updates the Lead or Contact with the latest information from Outreach.Mar 15, 2022 How do I Sync my outreach opportunities with Salesforce? How To Sync Salesforce Opportunities Access the Outreach … Read more
How it works with QuickBooks Connect Salesforce to QuickBooks. Sign into QuickBooks Online Advanced as an admin, search for the Salesforce Connector by QuickBooks and select “Get app now”. Decide how opportunities will appear in QuickBooks. Add your Salesforce products and services to QuickBooks. Add Salesforce info to custom fields on QuickBooks sales forms. More … Read more
The good news is that you can do all this and much more by harnessing the combined potential of LinkedIn and Salesforce. There are at least four different options for integrating LinkedIn with Salesforce. One way is copying and pasting. Integrating your Salesforce account with LinkedIn Sales Navigator helps you to search for LinkedIn leads, … Read more