One of the easiest ways to import leads is by transferring them from your CRM. To do so, export your leads in a CSV file. You can then upload this file into Salesforce and import them manually as needed. Full Answer How do I import leads from another system to Salesforce? The Lead Import Wizard … Read more
How HubSpot contacts sync to Salesforce. 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 How do I … Read more
In the External Data Source for Google Drive, click on the Validate and Sync button. This will synchronize the Google Drive schema to Salesforce. Don’t worry, it will not synchronize files into Salesforce. An External Object will be created and the bottom section will appear. Can you link Google Drive to Salesforce? Now you can … Read more
What should a cover letter for a Salesforce administrator contain? What should my a salesforce administrator cover letter contain? The main purpose of a cover letter is to introduce yourself, mention the job you’re applying for, show that your skills and experience match the needed skills and experience for the job. How to properly introduce … Read more
Open your worksheet which you want to count or sum the checked checkboxes, then right click one checkbox, and choose Format Control, see screenshot: 2. Full Answer How to count or sum the checked checkboxes in Excel? In Excel, there is no direct formula for us to count or sum the checked checkboxes, to solve … Read more
There are a couple of ways to do what you’re looking to do. Store the credit card encrypted within Salesforce so that it can be used again for recurring billing You can setup tokenization so that it creates a token that can be used instead of the credit card and you can use this to … Read more
If any tests fail, nothing gets deployed. From the docs: Deployment is an all-or-nothing event—for example, a single new field on the production organization can make the entire deployment fail if this field does not exist in the deploying organization. Whereas this is an example of missing metadata, the same applies with unit tests also. … Read more
Salesforce is not providing matching rules functionality on the case object. From a list view, users can select up to three cases to begin a merge. From a single case record, users can click the Merge Cases button and then search for the case number or subject. You can create cases in several ways. Clone … Read more
With the Files related list, you can either upload a file or select one from files already in Salesforce (which includes files in libraries and connected files in external repositories, such as Box and Google Drive). Although the Notes & Attachments related list still allows uploads, it doesn’t support selecting files from Salesforce. Full Answer … Read more
You can fetch the Description but it will require quite some digging into the metadata API. I’d suggest using the HelpText for this and replacing the label for a field by the helptext, which is available directly in VisualForce. E.g.: Full Answer How to get a list of objects and fields in Salesforce? How do … Read more