As all users are automatically getting logged into system because of startup script , we cannot use standard report to get users who has not logged into salesforce in last 45 days. In this situation we can creat
While you may need to adjust or add steps based on the product you’re selling, the typical sales process flows from early-stage product research through sales conversations, the close, and relationship nurturing that leads to upsells and cross-sells. 1. Build product knowledge Today, clients...
Salesforce Flow updates have transformed it into an essential automation tool, especially with the addition of section headers and the Flow Trigger Explorer in the Summer ’22 release. These features enhance usability and organization, making Flows more intuitive and easier to navigate. Adding section...
Measure the return on investment (ROI) in your digital sales experiences – or leave a lot on the table. Here is what you need to know.
Salesforce Admins and Developers use flow loops to create, update, and delete a whole bunch of records at once. They can use these loops in screen flows, record-triggered flows, autolaunched flows, and more. Some examples of using flow loops to update records include: ...
they can’t be utilised within Flows. Hierarchy Custom Settings are structured in an org, profile, and user hierarchy – you can create a default value that will be used as the org-wide fallback, then create custom values for different profiles or users. Theexamplethat Salesforce gives for...
Create a new report or open an existing report in Salesforce. Set the report filters to specify the historical data range, for example, 'last 7 days'. Include the relevant fields such as 'number of leads' and any additional criteria for the historical report. ...
All you need to do is prep your CSV file and upload it into Salesforce. Prep the CSV file Create a CSV file with all the fields you want to include in your campaign. The following fields should be included at a minimum. Field NameField TypeAccepted Values Active Checkbox True or False...
Step 2: Create the Flow This is the step to actually trigger the notification to go out using Salesforce Flow. While notifications can still be sent out using Process Builder, remember this will no longer be an option considering theretirement of Process Builderscheduled for later this year. ...
How To Create An Infographic: Step By Step Creating an infographic doesn’t have to be hard. All you need is a good idea, a computer for research, and a reliable graphic design tool! Here’s how to make a good infographic in eight simple steps. Define your target audience and what ...