Resync list with Salesforce (Professional and Enterprise only): trigger a resync of the list with Salesforce if you're using the Salesforce integration for contacts. Use this list to limit Salesforce Sync (Professional and Enterprise only): specify the list as an inclusion list for contacts th...
View, edit, annotate, fill forms, and sign PDF documents natively in your Salesforce Lightning application without adding server-side dependencies. Nutrient Salesforce SDK offers developers a client-side JavaScript library that can be integrated into a Lightning web component to enable opening, editing...
SalesforceSourceProperties ScheduledTriggerProperties SegmentDefinitionItem SegmentGroup SegmentGroupStructure ServiceNowSourceProperties SourceConnectorProperties SourceFlowConfig SourceSegment Task Threshold TriggerConfig TriggerProperties UpdateAddress WorkflowAttributes WorkflowMetrics WorkflowStepItem ZendeskSourceProperties ...
unit, you create a mobile app to help which people in the field use to check inventory and order parts if necessary. We're using Excel as a data source to stand in as "dev data" to build the app without having to connect to existing systems li...
Create a new list from within Microsoft Teams and choose from numerous ready-made templates, including your own custom organizational templates. Once you have configured the tab and have a list with list items, you can start a conversation about individual list items, view your list in the Team...
Association labels are not supported for sync via the HubSpot-Salesforce integration, however, prior to updating associations it's recommended to understand how records sync between HubSpot and Salesforce. Filter by associations in lists When creating a list, you can filter your records based on ...
I am trying to streamline some of our processes. I have a table of lengths and grades for our product, and I need to create a list based on what we are...
Create a virtual table in Power Apps for SQL, SharePoint, Fabric or Salesforce Create the virtual table for Microsoft Excel Virtual tables enable integrating data from external data sources by seamlessly representing that data as tables in Microsoft Dataverse, without data replication. Solutions, ap...
The steps below are based on the following view, which shows annual sales performance for a list of regional managers.As described in Restrict Access at the Data Row Level, this approach requires the database to contain the field you want to use for filtering....
All defined counter-signers need to complete their signature/approval in the order you list them for the agreement to be completed. The counter-signer emails can be edited after the agreement is sent on theManagepage (enterprise tier service only). ...