What are the two keys to setting up Territory Management?
What are the two keys to setting up Territory Management? MUST HAVE CUSTOMIZABLE FORECASTING ENABLED / And Sandbox
Read MoreDescribe the use cases for Delegated Administration in Salesforce
Describe the use cases for Delegated Administration in Salesforce Delegated admins can: ● Create /edit users and reset passwords ● create default sales teams ● create personal groups for users ● assign users to specified profiles ● login as a…
Read MoreDifference between Lookup Filters and Validation Rules in Salesforce
Difference between Lookup Filters and Validation Rules in Salesforce Validation rules and lookup filters both are very similar, but offer different advantages. Use a lookup filter: You want to improve user efficiency by limiting the number of available options in…
Read MoreHow Salesforce Processes Validation Rules
How Salesforce Processes Validation Rules: Salesforce processes rules in the following order: Validation rules Assignment rules Auto-response rules Workflow rules (with immediate actions) Escalation rules
Read MoreDifference between WhatId and WhoId in Events and Task
Difference between WhatId and WhoId in Events and Task WhatId: ID of a related Account, Opportunity, Campaign, Case, or custom object. Label is Opportunity/Account ID. WhoId: ID of a related Contact or Lead. If the WhoId refers to a lead,…
Read MoreWhat are the Granting Access available in Salesforce Event Calendar
What are the Granting Access available in Salesforce Event Calendar? Click Your Name | Setup | My Personal Information | Calendar Sharing In Calendar Access, specify how you want to share your calendar with others (to add or remove users, roles, or groups to your calendar) by selecting…
Read MoreHow to Customize Event invitation in Salesforce
How to Customize Event invitation in Salesforce You can achieve using below path: App Setup> Activities> Activity Settings> Under “Activity Settings” there is a check box that says “Show Custom Logo in Meeting Requests”.
Read MoreSalesforce Standard Forecasts and Customizable Forecasts Overview
Salesforce Standard Forecasts and Customizable Forecasts Overview A forecast is your best estimate of how much revenue you can generate in a quarter. This amount is divided between Commit Amount – the amount you can confidently close – and Best…
Read MoreCustom Links to Salesforce Reports
Custom Links to Salesforce Reports This blog will review how Custom Links can be used in Salesforce.com to provide users quick access to the information necessary to the call and account planning processes. Custom Links to Salesforce Reports Many sales…
Read MoreConcept of Tabs in Salesforce.com
Concept of Tabs in Salesforce.com Few important things one must know about the TABS are: Tabs can help you in making the views which help user to see the information at a glance. Example: List of all contacts whose birthday…
Read More