Cross Filtersare a great way to level up your awesome admin skills, as Salesforce Cross Filters enable you to find essential information without having to createcustom report typesor rollup fields (therefore, keeping your org cleaner!) What is a Salesforce Cross Filter? Before we get started o...
On the contrary, if the record meets the criteria, the associated action is executed. Each criteria allows you to do the following: Set filter conditions. Give a customized formula. For example, in the case of validation rules, the formula must arrive at the result of true or false. ...
Accessibility is another important feature that makes the feedback sidebar a must on any website, app, or product. A sidebar is always present on the website, unlike a survey pop-up which can be closed. It means your visitors can leave feedback at any point along their journey. 4. Effe...
The concept behind Salesforce is software as a service (SaaS), where instead of client software installed on each user’s computer, they access the service through a web browser. This spares the end-user the hassle of upgrading and managing their client software beyond the browser. All softwar...
Image source:Salesforce Sales activities by sales reps. Month-over-month growth, forecasting, and a lot more. What is the difference between a sales pipeline and a sales funnel? A sales pipeline is separate from the sales funnel. Though the sales funnel and sales pipeline draw from similar ...
SOSL is a Salesforce search language to perform text searches in records. Use SOSL to search fields across multiple standards and custom object records in Salesforce.
Surveys are a valuable way to get feedback from customers, employees or research respondents. Learn more about surveys and use our FREE tool here.
Salesforce Connector version 1.7.0 introduces the following new features and improvements: Case Assignment: Agents can now assign a contact or account to a case during an active call when a single match is found. Enhanced Screenpop Handling: Improved screenpop behavior for consult and conference ...
An intuitive interface:No matter how many great features a product has, none of them are going to get used if the interface is hard to work with. Make sure the system you choose loads and makes changes quickly and that it's easy to find the functions that your team will use most often...
Salesforce (NYSE:CRM) stock has declined about 23% in the past three months. The decline came after the company missed Q1 revenue estimates for the first time in 18...