How to bring in a related list on a Salesforce object in PowerBI Anonymous on 07-26-2019 07:24 AM I am trying to find opportunities that did not generate contracts by bringing in the "Contracts" related list that lives on the Opportunity object, how do i bring in...
1.Head to the “Campaigns” tab in Salesforce. If you don’t see this, click on the App Launcher (waffle icon, left of the navigation bar), and search for campaigns there. If you need to use this tab regularly, you can add the “Campaigns” tab to your navigation bar by clicking ...
Escalation actions specify in what amount of time cases escalate and what actions take place. You can add up to five actions for each rule entry to escalate the case over increasing periods of time. Let’s take a closer look at each of these and how they look inside Salesforce. Age Over...
In case you wonder, to make the connection first search for the Salesforce connector in the data sources list: After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields: There just ...
Almost everyone’s inbox is constantly bursting and it is safe to say that the majority of people aren’t too excited to add another email subscription to their inbox. But as an owner or employee you know that your email marketing list is a powerful tool to support the success of your bu...
Developing an effective marketing strategy can also require significant time, resources and expertise; the list of the types of marketing strategies out there is extensive. By analyzing the top marketing trends and doing in-depth customer and market research, we've narrowed it down to the top 10...
Everything is relatedwhen it comes to business. So, if youreduce customer churn, chances are you’ll see a spike in your revenue generation. Why? Because it’s more cost-effective to retain existing customers than to acquire new ones. Plus, withcustomer retention, you can ensure a steady ...
To give you an example of transactional feedback, a restaurant or a food delivery service app instantly pushes you a feedback notification once you have either dined or have received your food delivery. The feedback aims to gauge the experience of the service and food quality related to that...
You can create a dropdown list in Google Sheets by entering preset values or using existing data. I'll walk through how to add a dropdown list using both methods so you can add more clarity and categorization to your spreadsheets. If you're just looking for a cheat sheet, here's the ...
Cynthia Barnes, founder of the National Association of Women Sales Professionals (NAWSP), recommends framing this as a checklist that can guide conversation rather than a list of very direct questions. “Don’t make it feel like an interrogation,” she said. “Treat your prospect like you woul...