Click “Lists” in the left menu to go to the Lists overview page. From here, click the list you wish to export. Click the Status dropdown to select which contacts you want to export. … Click the “Export” button. The “Export Options” modal will appear. You can type the name of the export into the … Read more
What does Salesforce do? Salesforce is a cloud computing company which provides various software solutions and a platform for users and developers to develop and distribute custom software. Why do we have to run campaigns in Salesforce? Salesforce is all about customers, means increasing your company’s number of sales (applying force to your sales). Any … Read more
Implementing the Triggers in Salesforce Upsert triggers fire each before and once insert or before and after update triggers as applicable. Merge triggers fire each before and after delete for the losing records, and both before and after update triggers for the winning record. The following steps show the different types of triggers you can … Read more
To use batch Apex, write an Apex class that implements the Salesforce-provided interface Database.Batchable and then invoke the class programmatically. To monitor or stop the execution of the batch Apex job, from Setup, enter Apex Jobs in the Quick Find box, then select Apex Jobs. Full Answer How to set and list methods in Salesforce … Read more
Enable Quota Navigate to Setup | Customize | Forecasts | Settings, enable Show Quotas and click Save button. Set User Quota Until Winter ’15 release, there are no manual to load or set quota to user manually from Salesforce website, You have two option: Use Data Loader … Forecasts with Quota Enable Quotas in Salesforce … Read more
How do I encrypt a field in Salesforce? From the management settings for the object, go to Fields. In the Custom Fields & Relationships section, create a field or edit an existing one. Select Encrypted. All new data entered in this field is encrypted. By default, data is encrypted using a probabilistic encryption scheme. Click … Read more
Insufficient Privileges error if View Setup and Configuration profile permission is unchecked. Click Setup | Manage Users | Profiles. Click the name of the profile you want to modify. In the Enabled Visualforce Page Access related list, click Edit. Select the Visualforce pages that you want to enable from the Available Visualforce Pages list and … Read more
In Salesforce, navigate to Setup –> Critical Updates You’ll see an option to enable or disable the enforcement of TLS1.1 or higher. See the Critical Updates page screenshot below: From Setup, enter Deliverability in the Quick Find box, and then select Deliverability. In the Transport Layer Security (TLS) (Emails from Salesforce or Email Relay Only) … Read more
Enable Tableau CRM From Setup, enter Getting Started in the Quick Find box, and then select Getting Started under Analytics. Click Enable Tableau CRM. Enter Settings in the Quick Find box, and then select Settings under Analytics. Select Open Salesforce records in new browser tabs. Click Save. Go to Salesforce Setup and enter Analytics in … Read more
How to enable Salesforce Surveys Select Setup Enter Survey in the Quick Find search Select Survey Select Survey Settings Select Enable Surveys Enable Surveys From Setup, in the Quick Find box, enter Survey , then select Survey, and then click Survey Settings. Enable Surveys. … To create surveys that are accessible to people who don’t … Read more