Process Builder in Salesforce is basically an automated tool which allows you to control the order of an action or evaluate the criteria for a record.
Bucket field in Salesforce Reports is an incredible powerful functionality used to quickly categorize values for a field in a report.
What is sales planning software? Sales planning software is a set of tools that takes all the data you have in your customer relationship management (CRM) system — about your customers, your sales, your territories — and turns it into useful information you can act on. Good sales planning...
Salutation Picklist Values in Lightning Experience Say goodbye to the hassle of switching to Salesforce Classic just to modifySalutation picklist values. With the latest update, you can add, delete, activate, deactivate, and replace picklist values right within the Object Manager in Lightning Experi...
This Salesforce report type is designed to present data in a simple, easy-to-read table format. Tabular reports offer users a straightforward way to access information by displaying records in rows and specific field values in columns, resembling a spreadsheet. This simplicity allows users to easi...
All you need to do is create a record variable for that object, like the one below created for a cupcake order record. Record fields currently support only these field data types: Address, Checkbox, Date, Date and Time, Email, Name, Number, Phone, Picklist, Text, Text Area, and Long ...
In the Name field enter a descriptive name that indicates to the sales user what must be accomplished. This text appears inside the chevron, as it is written in this field. In the Action field, select an action from the picklist. The following table describes the available actions. Action ...
The integration process is supported by comprehensive and user-friendly documentation. The REST API can be integrated with other Salesforce APIs and used to develop custom UIs for generating list views, actions, and dependent picklists. Twitter ...
You may have a few values that are too close to each other or too generic, so the agent does not know which one to pick. For example, you may have picklist values such as “General” or “Spam”, so agents tend to put all kinds of cases in there that should have ...
The concept of low-code development is not new, though it may have stepped into the limelight and only seen a surge in popularity in recent years. Global research firmForrester coined the term “low-code”to classify development platforms that empowered users of all skill levels to create ...