Delete old or outdated info, validate necessary custom fields, and standardize formats. Define roles and permissions To keep your data as secure as possible, determine access levels by role and make assignments.
Another great question has been asked to ourSalesforce developers. The question was “how do I use bucket fields in my Salesforce reports?” Bucketing lets you quickly categorize report records without creating a formula or a custom field within Salesforce.When you create a bucket field, you ...
In this blog, we will discuss section headers and how to add them to your Salesforce Screen Flows. Overview Of Salesforce Screen Flow A Screen Flow in Salesforce is a specific type of flow that presents various instructions, prompts, and input fields to the user as the user goes through ...
Click the ‘Use Workflow’ button below to get started. You should also look for more apps/integrations in the Marketplace. Now, without further ado, let’s get down to business and take the steps to connect Salesforce and SendPulse. How to Add Salesforce Leads to Sendpulse (step by ...
To check field history tracking inSalesforcecreate anynew recordin sample and change the quantity field. Basically in this example we changed quantity field from 100 to 110. So it tracked the field as well as the old values and new values. These values are stored only forfieldsless than 255...
4.Fill in the other fields(the order will depend on your Campaign page layout) Check the “Active” checkbox Select a “type”. You can ask your Salesforce Admin to add more values. Select a “status”. Start and End Dates help you focus your reporting on specific time frames. ...
Salesforce Junction objects are used to model many-to-many relationships between two objects. Learn why it was created and the steps to create one.
Create a Campaign in SalesforceFrom the Campaigns tab, click New.Enter a name for the campaign.Select a campaign type, such as advertisement, email, webinar,
When your new report opens up, you'll see a skeleton with no data. In the left panel, there's an Outline tab where you can add or delete the fields that will become columns. For a Leads report, by default, this includes things like first name, title, and lead source. To simplify,...
To create a new custom field, Go toContacts >> Custom fields. Click theAdd custom fieldbutton to open the wizard where you can set up the custom field. Enter the required information to add your new custom field: a. Type in thename(use lowercase English alphabet, numbers, and underscore...