Based on settings within your organization, it’s possible to access a Lead record and add Campaigns to the Lead after the Lead has been converted. Can Salesforce create a new lead and add them to campaign? If no, allow Salesforce to create a new lead, and add them to the Campaign. *Any other logic defined … Read more
Login to your LiveChat admin account and go to the Salesforce page in Marketplace. Then, add the integration by clicking on the Settings button. You will get a confirmation that the integration has been successfully added. Go to Chats or Archives, click on the Salesforce button on the top of the Details panel on the … Read more
You can access and display child record details in the email template of a parent is to use Visualforce Email Templates. https://salesforce.stackexchange.com/questions/95408/access-child-objects-fields-in-visualforce-email-template http://www.infallibletechie.com/2013/05/visualforce-email-template-with-custom.html The Email Template function cannot process multiple objects. From a custom object you can pull in all the fields that have a Parent Child relationship with fields on that object, otherwise it … Read more
In Confluence, navigate to the page you want to add the dashboard to and open the “Edit” view. Insert an IFrame macro onto your page by going to Insert > View More > Iframe. Full Answer How can I use Salesforce and confluence together to improve customer experience? Keep Salesforce as primary source of customer … Read more
Select ‘Manage Users’ under ‘Administer’ in your Salesforce account. Click the exact users that you want to edit. Hover over to ‘Permission Set Assignment’ until the popup appears and click ‘Edit Assignment’. Use the ‘Add’ arrow button to add both Mailchimp User and Mailchimp Admin to ‘Enabled Permission Sets’ and click ‘Save’. Full Answer How … Read more
Step 1) Prepare your import file Create your CSV import file and include the columns listed below, then relate your activities to your existing Salesforce records: WHOID (Name) – The record ID of the associated Contact or Lead. WHATID (Related To) – The record ID of the associated Account, Opportunity, Contract, etc. How to import … Read more
You can sync contacts in Outlook to person accounts in Salesforce only if the person accounts already exist. Syncing doesn’t convert Outlook contacts to person accounts in Salesforce. How do I import contacts from a spreadsheet to Salesforce? Salesforce is probably the most popular customer relations management (CRM) software available and is an excellent tool … Read more
Opportunity is an object that can be imported by organizations that have API access using Data Loader. It can also be imported using Data Import Wizard for Essentials Edition organizations only (Review Bring Your Opportunities to Salesforce Essentials). Does the Salesforce data import wizard support opportunity object records? The Salesforce data import wizard only supports … Read more
Yes, it is possible. The object to import into is Opportunity Contact Role. You will need to mark the “Show all objects in Salesforce” checkbox to be able to select Opportunity Contact Role. Yes, it is possible. The object to import into is Opportunity Contact Role. You will need to mark the “Show all objects … Read more
Data Import Wizard cannot be used to import your Note records so Salesforce Essentials edition orgs must utilize dataloader.io to perform this import. If you are associating a Note to a Contact and Account, you will need to perform three imports: An import of the Note records. How to upload all notes in Salesforce? Check … Read more