A joined report can contain data from multiple standard or custom report types. It helps you to combine multiple object data into single reports. Some additional features are: You can add charts. You canan add 16 report types. You can add 5 different blocks with cross block and cutom summary formulas to each block. Let as have an example: Create a report comparing the number of support cases...
Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. Particularly if your organization has a private sharing model, you may need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business. You may also need to generate forecasts for these...
Salesforce Adoption Manager is the fastest way for employees to get the most out of Salesforce. To use this service you have to enable Salesforce Adoption Manager as follow: Go to Setup in the full Salesforce site Click Manage Users | Adoption Manager Select Enable Salesforce Adoption Manager. Once you activate the program, it will start with a personalized invite to users to...
The Sales Path is designed to guide your sales representative through the sales process from within Salesforce1, to ensure that at each stage of the sales cycle, they can focus on getting the right information together to make sure the deal is won! Basically, at each stage of an Opportunity, simply show the Sales person exactly what fields are needed for an Opportunity on that stage AND what...
The new Named Credentials feature streamlines and simplify the process of using authenticating with third party web services within Apex code. Named Credentials can be used with for both HTTP Basic authentication (Password Authentication) and OAuth 2.0 authentication and can be set up on a per user or organization-wide (Named Principal) basis. Why to use Named Credentials Authentication is done...
A walkthrough is a series of interactive steps that guides you through a task or feature. We created some walkthroughs to introduce you to different features in Salesforce, and more are on the way! Before using walkthrough Keep following things in mind make sure you have the correct user permissions and license associated with the feature so you can access the proper pages in Salesforce...
Visualforce Remote Objects are the proxy objects that ease your development by allowing you to create instances of standard/custom salesforce objects and allow DML operations from javascript itself. Some awsome features Visualforce Remote Objects offers over JavaScript remoting are : Freedom from controllers No Test classes Easy code management Not counted against API call Following...
Data Flow Explaination Campaigns:- Campaigns are marketing efforts made by any business which includes mass mailing, email campaigns, trade shows, seminars, networking events, etc. Leads:- Every contact you get from these campaigns is added to the system as a lead. A lead is basically a business card with a name, address and phone number that could potentially be interested in your product. You...
A “Secure Agent” in Salesforce provides secure communication between Salesforce and on-premises data in SharePoint 2010 or 2013.It is available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions.The Secure Agent setup process requires a paid permission set license, “Files Connect for on-premises external data sources.” To view permission set licenses...
Self-Service provides an online support channel for customers.It allow customers to resolve their inquiries without contacting a customer service representative.Self-Service is free and very basic, namely Cases and Solutions with an un-customizable UI.The Self-Sevice portal is divided into the following major sections: Self-Service Preparation:- Make sure your organization is ready for a Self...