Wondering how to build your email list? Start here. This guide shows how to get started, how to optimize, and what to look out for.
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...
Agentforce Pricing ROI Calculator Products by Need Back CRM Products Build your Customer 360 and get a complete view of your customers across sales, service, marketing, commerce, and more.Explore AI CRM Sales Service Marketing Commerce Slack CRM Products by Industry Back Industries Get industry-sp...
See Salesforce Platform in action Start a free Salesforce Platform trial today Learn more about Salesforce Platform Create Validation Rules The Rundown Noah Larkin can now track which accounts don’t have a support plan expiration date, but he also wants to ensure that, going forward, all ...
How do I create a primary campaign source in Salesforce? Add 'Primary Campaign Source' field on Opportunity List View Click Setup. Click Customize. Click Opportunity | Select Field. Click New field | Select Data Type Formula | Return type "Text" with a cross-object formula that references th...
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.
When it comes to answering the question: “how do I create a Campaign in Salesforce?”, simply clicking the “Add New” and “Save” buttons, is one small part of a wider operation. Sure, you can create a Salesforce Campaign in seconds, but to create oneproperlythere’s more than wha...
If you follow these step by step instructions for creating a bucket field in yourSalesforceCRM: Step 1 –In the report tab click on the “New Report” button Step2 –Select a “Lead”and then create a new report Step3 –Here you will find the bucket field in the top of list of field...
How To Create a Junction Object in Salesforce? It's easy to design a junction item, and once you've done it once, the idea will come naturally. To simplify matters, I'll use the recruitment procedure mentioned above as an example: ...
Mani Vanga (HiPay) asked in #Salesforce DeveloperJan 16, 4:30 PMHow to create test class for scheduled email classpublic with sharing class SendLeadNotificationScheduler { public static void sendNotifications() { List<Lead> leads = [ SELECT Id, Name, Company, Status, Email, OwnerId, ...