To add permissible Picklist Values (which a user can then pick from, hence meta data) to a Picklist Field on an Object, it has to be done via the Salesforce UI. Setup > Create > Object Once you’ve set up these picklist values and you want to load in data records into the object, it … 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. Based on settings … Read more
Yes, there is no direct method for transferring vCard to Salesforce, reason being Salesforce’s inability to recognize .vcf files. For moving and viewing contacts in Salesforce, first they are needed to be converted to .csv format and it is impossible doing it manually. Though Salesforce does not directly support the importing of VCF files, also … Read more
Go through the Salesforce posting you’re applying to, and identify hard skills the company is looking for. For example, skills like Salesforce.com Implementation, Salesforce.com Administration and Salesforce Sales Cloud are possible skills. These are skills you should try to include on your resume. How should a beginner start with Salesforce? So I can say few … Read more
In order to integrate social media platforms on your Salesforce account, follow these simple steps given here- From the Setup menu, enter Social Accounts you wish to add in the Quick Find box, then choose Social Accounts and Contacts Settings option given there. After that choose the Enable Social Accounts and Contacts option. Salesforce users … Read more
How to connect Salesforce to QuickBooks Online advanced? Step 1: Connect Salesforce to QuickBooks. Sign into QuickBooks Online Advanced as an admin, search for the Salesforce Connector by QuickBooks and select ?Get app now?. Step 2: Decide how opportunities will appear in QuickBooks. How does QuickBooks handle closed Salesforce opportunities? Once you connect your account, … Read more
Does Salesforce work with QuickBooks? Yes, Salesforce works with QuickBooks with the QuickBooks Salesforce integration. This integration helps businesses gain complete visibility into how their company is operating and where it can be improved.Aug 11, 2021 How do I connect QuickBooks to Salesforce? To connect Quickbooks to Salesforce, use one of the prebuilt apps available … Read more
What is preapp 1003? PreApp 1003 is the #1 pre-qualification system available in the industry today providing a faster and easier way to get your customers pre-qualified. Is Salesforce a good CRM to work for? Salesforce the # 1 CRM software is a great platform to work for. However, it becomes better by integrating with … Read more
In the Microsoft Access – Connect to Salesforce dialog box, do the following: Enter a username and password in the Username and Password boxes. Enter a security token in the Security Token box. Optionally, enter one or more connection parameters in the Additional Connection String Parameters box. Is it possible to connect Microsoft Access to … Read more
If your administrator has set up Lightning Sync for Google, your events sync automatically from Google Calendar to Salesforce. Events sync when you create or update them. If you’ve got many events, your first sync could take some time. Full Answer What can I do with Google Calendar and Salesforce? Do much more by connecting … Read more