Bucket field in Salesforce Reports is an incredible powerful functionality used to quickly categorize values for a field in a report.
In the Type dropbox, choose Picklist, and in the value dropbox, select Closed Won. Step 9: After that, you have to add another row and perform similar actions as shown in the image below. Once you are done, click on Save. Conclusion Salesforce Process Builder is a powerful tool ...
Improved resource allocation:One of the biggest challenges in sales is making sure you have the right people in the right places. Sales planning software gives you the insights to optimize your team structure. You can easily identify areas that need more support and spots where you might be ove...
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 ...
What Does a Salesforce Developer Do?Let’s start by outlining what we mean by ‘entry-level’, ‘mid-level’, and ‘senior’ developers.Years of experience is not the be-all end-all indicator. Developer career progression focused more on skill set rather than experience. In the list below...
Hi Salesforce Community, when we create Inquiry Process record type, why we select "Product Support" as the Existing Record Type instead of "Master" ?
It also helps you understand the type of data in a field, such as numeric, text, range, or picklist. For example, it can help to identify phone numbers without the correct number of digits or those that may have an “x” or “ext” to denote an extension number. Structure profiling ...
Good afternoon,I'm using =INDIRECT data validation to pull Name, Phone, and Email from a list of 42 Departments. Once I select the Department, the Name,...
Zoho Desk: What's new in 2024 | Feature release Zoho Desk's 2024 release is here! This year, we are bringing you a range of highly-anticipated features, including some that are designed to meet unique and industry-specific needs. With solutions for personalization, automation, AI, ticket ...
The triggered field is also hidden to prevent a sales user from changing the quote path after it has been selected.In this example, we have created two custom fields. One is a picklist field that controls the active Quote Path and is hidden from the user so that it remains static and ...