Security Token in Salesforce are used at the end of the passwords if the IP address is outside of the trusted IP range. If the IP address is in trusted range, then there is no need of Security Token. Security Token is automatically generated which have 24 characters, alphanumeric string. They are case sensitive. 0:17 … Read more
How to implement Salesforce successfully? Prioritize data hygiene. Your business may need to clean up and standardize existing data to improve its quality and resolve or prevent duplicate data. … Integrate your data. Next, your organization will need to connect all existing Salesforce apps to Customer 360. … Get a 360-degree view of your customers. … Read more
Install Salesforce Lightning Inspector Install the Google Chrome DevTools extension to help you debug and profile component performance. Salesforce Lightning Inspector The Chrome extension adds a Lightning tab to the DevTools menu. Use it to inspect different aspects of your app. Full Answer What is the use of Salesforce Inspector Chrome extension? Salesforce Inspector as … Read more
Understanding How to Use Salesforce Sales Cloud Log in to your Salesforce account. Go to products and choose Sales from the drop-down menu. You are prompted to a new window. Choose the Campaign or Lead or Account or Contact menu depending on what you want to perform. Now click on the new button. A window … Read more
Installing Data Loader. Log in to your salesforce application. Once you clicked on data loader you will navigate to another screen there you can download data loader. Salesforce Data Loader Operations Inserting records: To insert records into Salesforce click on insert button and login with your credentials, during login provide “your org password + security … Read more
Ways To Use Salesforce Campaigns Downloadable Web Content. Many companies have valuable content that they give away for free on their website. eBooks, for example. Webinars and events. As you’ve seen, at GSP, we use Salesforce Campaigns for all our webinars. We’ve integrated Pardot with GoToWebinar to make the process seamless. One-off promotional emails. Many … Read more
Salesforce Advanced Code Searcher We embed the extension on the setup page. Please navigate to the setup home page where you can find the extension… You need to authorize (this is a one-time activity) for the application to make the API calls. On clicking the button, you will be navigated to Salesforce to authorize. Once … Read more
How to create a rollup summary in Salesforce? While still viewing the Job Application in Object Manager, click Page Layouts on the left navigation bar. Click next to Job Application Layout, and select Edit. Add a new section to the page layout, by dragging Section from the palette to below the information section. Fill in … Read more
Open Quick Text in your app. In Salesforce Classic, click the Quick Text tab. In Lightning Experience, select Quick Text from the item picker. Click New. If you have more than one quick text record type, select a record type for the new message, and then click Continue. Enter a message name. Use a name … Read more
Few Simple Steps to Compare Multiple Profiles in Salesforce Step 1. Open the BOFC Home > Click “ Compare Multiple Profiles (side by side)” Step 2. It will open below screen for Managing actions on Multiple Profiles” Note: To avail this feature please upgrade the latest version Step 3. Select “Compare Multiple Profiles” Full Answer … Read more