Similarly, you can customize values for any object field.Add New Field: The salesforce CRM integration setting helps you in adding a new field in the feed. If you want to sync some other related data, you can add that field to the respective feed....
Marketing always needs to have Status on both Lead and Contacts. Everyone ends up adding a custom field for Status to the Contact as well, but you can’t map a Standard field to a Custom field upon conversion. This is where Flow saves the day. When a Lead is converted, a Flow can e...
Creating formula fields in Salesforce usually involves a lot of clicks if you don’t know the API names by heart. This extension improves the Salesforce formula editor including Syntax highlighting, Field and Metadata autocomplete, Live snippets, documentation – and real-time error display at the...
Salesforceistheworld'sleadingCustomerRelationshipManagement(CRM)software,helpingbusinessesconnectwiththeirconstituentsandpartners.Thisbookwillgiveyouacomprehensiveintroductiontomanagingsales,marketing,customerrelationships,andoveralladministrationforyourorganization.You'lllearnhowtoconfigureanduseSalesforceformaximumefficiencyand...
JSForce - JSforce (f.k.a. Node-Salesforce)- it capsulates the access to various APIs provided by Salesforce in asynchronous JavaScript function calls.Unlike other Salesforce API libraries, it is intended to give integrated interface both server-side and client-side apps, so you don't have...
Salesforce Web to Lead Salesforce App Salesforce App Basic Overview The New Salesforce App Experience Legacy Salesforce App Installation Legacy Salesforce App Administration Legacy Salesforce App Usage More Salesforce Extension Tableau Extension Marketo Extension Sending Surveys with the Slack App ...
field. adding a value to the status field—for example, canceled by customer—creates a work order line item status record, and vice versa. work order line items also come with a statuscategory field whose values are identical to the default status values. if ...
Adding Field Sets to the Agreement page Poznámka: The 'Agreement Advanced' page is only available to customers that have version 10 or later of the Adobe Sign for Salesforce package. Setting the ‘Agreement Advanced’ page layout Setting the 'Agreement Advanced' buttons ...
Building loyalty hinges on personalizing fan experiences, creating better connections, and adding more value. Here are five ways to turn a casual fan into a superfan and why data and artificial intelligence (AI) are crucial to creating personalized experiences at scale to help spark that connection...
With WooCommerce Salesforce Integration, merchants can sync the product stock from Salesforce to WooCommerce by just enabling the feature and entering the API name of the field that they are using to store the stock value. After this, every 5 minutes a cron will run which will update your pr...