From Setup, enter App Manager in the Quick Find box, then select App Manager. In Lightning Experience App Manager, click the Salesforce Scheduler Setup dropdown and click Edit. In App Settings, select User Profiles. As sales reps send emails to leads and contacts, they can schedule the emails so that they arrive at the most … Read more
If you have physical business cards or digital (including email signatures), Scan to Salesforce lets you scan, digitize, and upload the data into Salesforce in no time. The app can process as many as 4 business cards at once, regardless of their type or what they have written on them.Apr 14, 2021 How can I … Read more
If you have physical business cards or digital (including email signatures), Scan to Salesforce lets you scan, digitize, and upload the data into Salesforce in no time. The app can process as many as 4 business cards at once, regardless of their type or what they have written on them.Apr 14, 2021 How can I … Read more
If the format you’re looking for is <first/given name> <last/family name>, and assuming that you are working with a User record, then you could avoid work by simply using the standard Name field, which concatenates first & last name with a single space added automatically in between. Full Answer How do I split a full … Read more
While there is not direct ‘Save to Salesforce’ option exposed via Word you can achieve some of this functionality by deploying Salesforce File Sync. The File Sync utility creates a special folder on your computer which will sync items saved there to the Files tab in Salesforce. What can you do with Salesforce files? Use … Read more
How do I add Salesforce contacts to Mailchimp? Here you’ll choose sync settings and turn on data sync to share data between Salesforce and Mailchimp….To add a new audience field, follow these steps.Click the Field Type drop-down menu to choose a field type.Input a field name.Check the box next to Field required, if needed.Click Add … Read more
The ability to write and automate SQL queries in Automation Studio is an indispensable feature when it comes to working with data in Salesforce Marketing Cloud. The current SQL query editor in Automation Studio is very rudimentary and makes it almost impossible to debug SQL queries. Full Answer How to run a query in Salesforce … Read more
For example, you spent all that time tagging records for your Holiday Card list, but now you can’t run a report based on Tags to create your mailing labels – major bummer. Using Tags in Views, Reports and Campaigns has been submitted as a feature requests on Salesforce Ideas – vote them up (links below)! … Read more
Have you ever wanted to rotate through a series of Salesforce dashboards and have them auto refresh? There are multiple questions on the success community and other forums requesting exactly this. The easiest way to rotate through dashboards is to use a browser plugin that switches between pages. Full Answer How to auto refresh Salesforce … Read more
Roll-Up summary fields in Salesforce are the elevated version of the formula fields. The formula fields show the values calculated from different fields from a single record. While the roll-up summary fields, calculate the values from a given set of related records, similar to the related list. Full Answer Can we create roll-up summary on … Read more