4 Ways to Measure the Effectiveness of Your Salesforce Call Effectiveness. It’s easy to track how many calls your agents are making, but how effective are your agents at… Meetings to Proposals. Are your agents preparing for their meetings enough to turn those meetings into listings or new… Proposals to Listings. The right proposal will … Read more
Navigate to Setup. In the Quick Find box, type Mass Delete Records and select it. A list will appear with what records are available to delete. In this example, we’ll select leads. In the first step, Salesforce will tell you exactly what data will be deleted by this process, and where it will go. … … Read more
How do I make my Salesforce dashboard public? On the Reports or Dashboards page, find the report or dashboard you want to share and select the Share row level action. From the Share With dropdown, select who you want to share with. Navigate to the Dashboards tab. Select All Folders listed on the left-hand side. … Read more
The Salesforce platform itself, can be rendered HIPAA compliant. Salesforce, as a business associate, must enter into a business associate agreement with covered entities on whose behalf it performs functions involving PHI. Salesforce will enter into a business associate agreement with covered entities. Full Answer How to make Salesforce HIPAA compliant? Empty apology. Nothing about … Read more
What are the benefits of creating reports in Salesforce? Faster implementation schedule Lower maintenance cost, since you don’t have to buy or support in-house servers, data centers, and high-speed internet connections, or hire any IT staff for this work It is scalable and robust Security and high performance Easily expandable functionality using prebuilt solutions from … Read more
Multiple callouts Perform callout 1 to obtain data. Insert callout results into a Salesforce record. Call ‘@future’ Method and pass the ‘Id’ of the record you just created. More … To make multiple callouts to a long-running service simultaneously from a Visualforce page, you can add up to three requests to the Continuation instance. An … Read more
How to create Dependent Picklist in Salesforce? From the management settings for the object you want to add a field to, go to Fields. Custom task and event fields are accessible from the object management settings for Activities. Click Field Dependencies. Click New. Choose a controlling field and dependent field. Define Dependent Picklists From the … Read more
In Setup, click Create | Objects. Merchandise is a custom object. … Click the Merchandise object name. Scroll down to the Compact Layouts related list and click New. In the Label field, enter Customized Compact Layout. Select these fields for the compact layout, then click Add. When on site, these are the most important fields … Read more
Log into https://salesforce.com/ using the valid credentials. The Setup option can be found in the top right corner, and we must click on it to get the build options. By navigating to Build -> Create –> Apps, we can get existing apps and make new ones. When you select the new option, you will be … Read more
Salesforce: Default Picklist Value Navigate to Setup | Customize | Contacts | Fields Look for the picklist and click it Click the Edit link for the field needs to be set as default Select “Make this value the default for the master picklist”, if any other value selected as default prior, it will be auto … Read more