The Opportunity knows which Account it is related to using the Account Name field on the Opportunity. Here is what it looks like “under the hood” in the Salesforce Schema: In this example, the Account is the parent object and Opportunity is the child object. A Cross Filter goesacross/do...
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.
The process skips the associated actions if the record does not meet the criteria and moves on to the next criteria node in the process. 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...
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...
Organization:Help desks preserve all of your company’s communications in one place and have tools that make it easy to search and filter through them. You can tag conversations by product, view all of the requests from a specific customer, or easily see which team members responded to a mes...
Salesforce - Approval Process is a very amazing feature in Salesforce to automate the business process. An approval process is a set of the steps that an admin can set up to trigger some or all of these steps based on a specific set of criteria. When yo
Tagging makes it easy to filter the feedback according to the tags and pass it to other teams without manual work. 3. Centralize the Feedback and Automate the Process In an omnichannel environment, the feedback data is scattered across multiple channels, such as: ...
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...
Image source:Salesforce Thesales funnelis also a visual representation of the sales process from the customer’s point of view. Think of it as the conversation in a prospect’s mind as the sales process progresses, underscoring their level of engagement and “buy-in.” ...
Surveys are a valuable way to get feedback from customers, employees or research respondents. Learn more about surveys and use our FREE tool here.