Lead conversion in Salesforce is a process in which a lead record is converted into Accounts, Contacts & Opportunities. This happens when a lead is identified as a qualified Sales prospect. A contact, account & opportunity are created and populated with the lead’s data (unless otherwise specified during conversion). Lead conversion in Salesforce is a … Read more
Lead assignment rule is a feature in salesforce which allows the administrators to define who should receive a lead with conditions. Example :- Depending on country Zip code we can assign the leads to the users who assigned to that Country. Salesforce Lead Assignment Rules are used to automatically assign lead records to a particular … Read more
Salesforce leads are created when a customer is identified and contacted by a Salesforce consultant. A lead is an opportunity to make a sale and qualify a potential new client. An opportunity, on the other hand, involves selling something or providing a service to someone who was not previously considered as a potential customer. Quick … Read more
A Salesforce lead is an unqualified contact, while a Salesforce opportunity is a likely sale. In Salesforce, a lead can be converted into a contact, an account, or an opportunity. To identify an opportunity, look for the lead’s product interest, budget, and timeframe.Dec 7, 2021 Full Answer Who should I enter as a lead or … Read more
LDS is the Lightning Components counterpart to the Visualforce standard controller, providing access to the data displayed on a page. Without LDS, each component within an app makes independent calls to the server to perform CRUD operations on a record, even if all components in the app pull from the same record data. What is … Read more
According to Salesforce, Last Activity Date- Value is one of the following, whichever is the most recent: Due date of the most recent event logged against the record. Full Answer Does Salesforce have last activity date field? Many of us may not aware if Salesforce have Last Activity Date. This field in not available in … Read more
Your Salesforce Knowledge base is built from knowledge articles, which are documents of information. Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions, like how much storage your product supports. Full Answer How to set up Salesforce knowledge? Set Up Lightning Knowledge with a Guided … Read more
Salesforce Knowledge base is an effective knowledge management system that helps solve issues or answer questions of external customers as well as internal employees, by using articles. In the same way, public knowledge base helps the guest users to find the related articles through the community sites. Full Answer How to set up Salesforce knowledge? … Read more
Knowledge Articles (Salesforce Knowledge) Articles can include information on process, like how to reset your product to its defaults, or frequently asked questions like, how much storage your product supports. Experienced service agents and internal writers write the articles. What is Salesforce knowledge? What is Salesforce Knowledge ? Salesforce Knowledgeis one of the best feature … Read more
Kanban views show records in a graphical way that helps you monitor your work and keep deals moving ahead. Kanban views are available for most objects, with exceptions such as tasks. Set Up a Kanban View. Full Answer How to enable view state in Salesforce? Using the Development Mode Footer Click the tab with the … Read more