LinkedIn’s Sales Navigator for Salesforce will create a seamless sales prospecting experience for your reps. Now reps can automatically import from Sales Navigator any accounts, contacts, and lead records that your team is actively working on. The AppExchange integration allows your reps to log Sales Navigator activities directly into Salesforce. If you’re a Salesforce administrator … Read more
For multi-object imports, you will first work with Contacts to scan for duplicates, run filters, and merge those results. Once you’re done with Contacts, click ‘Rescan’ on Tab 6 to do the same for Leads – scan for duplicates, merge the results, and finally push the unique records as new leads into Salesforce.Oct 29, 2021 … Read more
Install the Salesforce integration in your Salesforce account to sync data with Mailchimp. When you connect the integration, you can quickly pass your sales leads and contacts to Mailchimp and target them with specialized email content. How to integrate Salesforce with MailChimp? Install the Salesforce integration. 1 Step 1: Authenticate. Before you can create leads … Read more
Data Import Wizard cannot be used to import your Case records so Salesforce Essentials edition orgs must utilize dataloader.io to perform this import. How do I import data from a CSV file into Salesforce? List the steps involved in preparing and importing data from a sample .csv file using the Data Import Wizard. You can … Read more
You can import data from ACT!, Outlook, and any program that can save data in comma-delimited text format (. csv), such as Excel or GoldMine. How can I export data from Salesforce to excel? With pure VBA the steps are essentially: register a connected app, but only populate required fields, callback URL can just be … Read more
That’s another story, but for now, let’s just say if you’re a current Google Calendar fan, and you’re using Salesforce, you (and the team, optionally) can incorporate your Google Calendar into your Salesforce Home Page. Key points shown: How to get the embed code from Google Calendar Yesware’s Salesforce integration goes deeper than your emails … Read more
Yes you can have salesforce articles with html content.You can create a rich text field for an article type and insert your html code in that using html editor in rich text Share Improve this answer Salesforce now allows you to use Workflow Email Alerts (supports different Email templates) in the Salesforce Flow to send … Read more
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Jun 12, 2020 How to setup Salesforce integration with Microsoft Outlook? Steps to Integrate Outlook and Salesforce Open your Salesforce … Read more
a)As We can setup sales path based on picklist and record types but we cannot hide the values from it to hide the values you need to remove it from the picklist. b)If you don’t want to remove it you can create a new status picklist field (ex., status__c) Create a workflow rule that updates … Read more
Disable “View Setup and Configuration” permission from the user’s profile to hide Setup menu for users in Salesforce. To leave a comment, click the button below to sign in with Google. Full Answer How do I access the Salesforce setup menu? All setup options are all available from the Setup menu. The way you access … Read more