Google Data Studio connector lets you use a Salesforce database as a data source for your Data Studio reports and dashboards. You can use existing reports, pull all data from a specific object, or create a custom SOQL query to pull just a limited subset of data.Dec 6, 2019 Why to connect Salesforce to Google … Read more
How do I create an opportunity for a user in Salesforce? To create an opportunityLog in to Salesforce.com.Navigate to the Opportunities tab, and click New.Enter the Opportunity Name, Account Name, Close Date, and Stage.Enter additional information as required.Click Save. Can you link opportunities in Salesforce? Salesforce allows you to associate Contacts to Opportunities via the … Read more
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Full Answer How do I pull a … Read more
Update & delete data Important: The add-on can be used to update or delete changes made in Google Sheets in your Salesforce account; use with caution. You can edit data in your Google spreadsheet and transfer the changes to Salesforce. How to connect Salesforce data to Google Sheets? Once the “Data Connector for Salesforce” is … Read more
You can create a formula which is not on the page layout and report on that field. As long as the user has visibility permission then they will be allowed to see it. If they don’t have visibility of the field then they are unable to use it in a report. For help building your … Read more
For approval processes that require manual selection, the submitter needs to log in to the full Salesforce site to submit a record for approval. Approving via the mobile app Users can receive approvals from both the Full Site and those submitted via the mobile app. Notifications can display as both In-App and as Push Notifications. … Read more
What is a chat invitation? This invitation allows customers to start a chat with an agent when an agent with the correct skills is available to chat. If you don’t have a My Domain deployed in your org, your URL formats are different. How does a customer invite an agent to a page? The customer … Read more
Only available in Salesforce Lightning Experience, the News Component allows users to see news articles from the past 30 days. This can be displayed on the Account, Contact, and Lead detail pages, as well as on the homepage. Full Answer How do I enable News in Salesforce? From Setup, enter Account Settings in the Quick … Read more
How do I allow users to see contacts that are not enabled? Select Allow users to see contacts that have not been enabled for partner or customer accounts Click Save. Note: When the Contact is controlled by the parent record, this setup works if the users can see Contacts from private Accounts to which they … Read more
Instagram and Salesforce Integration Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Publish Instagram posts automatically based on triggers. You can use either option to publish instantly to Instagram or later. With the Instagram (Mobile Push) option, you can create an Instagram post or story. You can publish a post … Read more