In Action Link Template you can instantiate action link groups with common properties from Chatter REST API or Apex. You can package templates and distribute them to other Salesforce organizations. An action link is a button on a feed element. Clicking an action link can take a user to a Web page, initiate a file download, or invoke an API call to Salesforce or to an external server. An action...
Scatter chart we can find in dashboard components. It is used to display data from two levels of grouping to plot two numerical summaries against one another. For example, to see how stage duration correlates with the number of activities for opportunities, group your report by Opportunity Name and plot the scatter chart by the grouping. Then set X-Axis on the chart to Record Count and Y...
Salesforce recently launched Wave, a new Business Intelligence & Analytics platform. With more than approximately 25 million users and 100,000 customers, Salesforce users are surely excited with the news about Wave, with hope and optimism that it will enhance their BI and analytics capabilities. Gartner analysts wrote shortly following the announcement of Wave that “Salesforce.com’s entry...
Entitlements help you determine if your customers are eligible for customer support so you can create cases for them. You can set up entitlements so that users can view and create them from the Entitlements tab or from the Entitlements related lists on Accounts, Contacts, Assets, Service Contracts. A customer may be eligible for support based on a particular asset, account, or service contract...
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...