Method #2: Allow the picklist to accept values that are not defined in the picklist value set To do this, you must edit your Picklist field in Salesforce and uncheck the “Restrict picklist to the values defined in the value set” option. See the below image for the option: See als...
Sales teams that use Salesforce to create, manage, and track a well-structured and clearly defined sales process are the ones who see the most impressive results. If your salesforce hasn’t already done so, it’s worth it to carve out the time to explicitly define your sales process. The...
Do you want to create a WordPress Salesforce integration? Connecting WordPress to Salesforce lets you create leads, contacts, and accounts automatically from your forms. In this article, we’ll show you the best way to connect your WordPress form to Salesforce. Our method is the easiest way ...
so to keep things simple you’ve created only two Custom Fields on this new object – Q1 Response, and Q2 Response – both of which are Picklist fields
create salesforce form when you’re building a form. because every object field is now a fillable field in a jotform form, your record creation process is completely automated. there’s no need to do any additional manual data entry. check out jotform’s user guide on how to create a ...
I quickly sold out and had to shut down (repeatedly!) to keep up with demand. I was juggling the sewing of all masks, doing everything business-related myself, working full-time as a Salesforce Consultant, AND running myprimary business!
Create three new Activity fieldsTo memorialize the status and type (that is, new or reopened) of the case, I created two picklist fields on Task layout. The last field I created is a formula field to calculate Completed Date/Time - Created Date.1. Field: Case Status*...
FormAssembly’s Salesforce-integrated web forms provides such a solution for healthcare organizations looking to improve data collection workflows. With our platform, healthcare customers have been able to focus on providing streamlined experiences for everyone involved, while ensuring more sustainable data...
These types of errors are quite common when dealing with different systems that have specific requirements for data types. For example, if you have a field inSalesforcethat is adropdown(picklist field) with specific values, but the data sent fromPardotdoesn’t match one of these values (e....
We need to create a configuration workbook for which i am trying to use your template. I am relatively new to Salesforce, can you help me understand what the multiple columns with “Record Type Name” and “Record Type Notes” are used for (As far as i am aware record types help ...