02Activity Activity包括事件、任务、记录的电话或发送的电子邮件。当与其他对象（如客户、潜在客户、机会或个案）相关时，Activity有助于有效地管理和维护客户关系，因为所有活动都会被跟踪。03Apex Apex是Salesforce的面向对象编程语言，用于开发和扩展平台内的功能。有时企业需要Salesforce自带的功能，因此开发人员可以编写...
利用看板视图管理Opportunity,视图My Opportunities,显示切换到Kanban View,使用Tips: 1.可以切换Record Type,每个Record Type使用的Sales Path不同。 2.可以从一个泳道(Stage)拖拽一个Opportunity到另外一个泳道。 3.Kanban展示的是一个Sales Path,如果公司有多个Sales Paths,可以创建多个List View。 4.可以设置显示的...
この参照のみのオブジェクトは、オブジェクトに関連する完了した活動 (過去の行動および完了した ToDo) の関連リストに表示されます。オブジェクトに関連するすべての取引先責任者の活動が含まれます。通話の ActivityHistory 項目は、組織で Salesforce CRM Call Center を
id=sf.enhanced_transaction_security_policy_types.htm&type=5 https://developer.salesforce.com/docs/atlas.en-us.224.0.apexcode.meta/apexcode/apex_interface_TxnSecurity_EventCondition.htm https://help.salesforce.com/s/articleView?id=sf.enhanced_transaction_security_policy_apex_examples.htm&type=5 ...
lookedupfromactivity macro macroinstruction macrousage mailmergetemplate maintenanceasset maintenanceplan maintenanceworkrule managedcontent managedcontentchannel managedcontentinfo managedcontentspace managedcontentvariant marketingform marketinglink matchingrule matchingruleitem mediachannel me...
ActivityDate:{!$Flow.CurrentDate} [Note: This looks at the Flow global variable and selects the current date of the flow] WhatId:{!$Record.Id} [Note: This looks at the Id of the $Record global variable, essentially the Id of the cupcake order record that started this automation.] ...
DataLakeAnalyticsUsqlActivity DataMapperMapping Dataset DatasetCompression DatasetCompressionLevel DatasetDataElement DatasetDebugResource DatasetFolder DatasetListResponse DatasetLocation DatasetLocationUnion DatasetReference DatasetResource Datasets DatasetSchemaDataElement DatasetsCreateOrUpdateOptionalParams DatasetsCreateOr...
Both these codes will show the end result: Click here to view the record. Attach email sent to record Activity History related list does not display the emails sent by workflow like the emails sent manually. This challenge can be overcome by using the Email to Salesforce functionality. ...
I'm really interested in the application you're developing and would appreciate a demo. Your approach to linking Teams call logs to Salesforce users has the potential to significantly streamline our processes. hello, and thanks for the efforts in bring this app / feature to life. ...
view<ObjectType>.html requires no modification.This view depends on the draftDetailsList custom component that's a part of the Starter Kit. This is fine as long as you're working from the starter kit and deploy that to your org. If not, you may get an error that the 'c-draft-...