In Salesforce Summer ’18, you can Mass Email All Campaign Members from the Campaign. This cool feature from Salesforce Lightning in Salesforce Summer ’18 offers you the ability to send emails directly to your campaign members.
To do this, simply navigate to your Campaign Record and Send an Email right to your members. (We’ll walk you through the details below).
You can send a basic email from scratch, turn it into a template, or utilize existing email templates.
The Salesforce Data Loader is a data management tool provided by Salesforce. The tool wraps the Salesforce SOAP and Bulk Data APIs into a nice little package featuring a wizard-style user interface, as well as a command-line interface. It is written in Java and has been completely open-sourced. It is perfect for medium to large data management needs, Salesforce itself recommending the tool for when 50,000 to 5 million records are involved.
Since it requires the use of the API, it is only available for Enterprise, Performance, Unlimited, Developer, and Database.com Editions. In the first of this two-part series for Salesforce Administrators and Developers, we will be reviewing the various settings that can be applied to the Data Loader to get it up, running, and an asset for your organization.
If you’ve ever tried to set a task reminder through a Workflow or Process Builder in Salesforce, you know how frustrating it can be to get the timing just right.
If you simply add a date to your task reminder, your Salesforce users (by default) will see a reminder pop up the evening before the actual date!
Whenever the system auto-generates a time value, it is created based on the GMT zone (Greenwich Meridian Time). If you are based in the United States, this means that when a time value is created by the system without a specific time, it is set to 12:00:00 AM GMT, which is 4-9 hours ahead of the US time zones!
Have you ever wondered what the key differences between Salesforce for Outlook vs. Outlook for Lightning?
Our experts share the key differences between Salesforce for Outlook vs. Outlook for Lightning to guide your success…
Salesforce for Outlook
Salesforce for Outlook (commonly referenced as SFO) was the first major iteration in connecting your email to Salesforce. Salesforce for Outlook is an executable application (.exe) that is installed on a Windows computer and allows a user to relate emails from their Outlook client to records in Salesforce.
Are you ready to learn about when to use “__r” over “__c” in Salesforce formulas?
When creating Salesforce formulas, whether they be in a field, a validation rule, or Process Builder, sometimes we need data that is in another object related to the one we are in. You may already be familiar with the “__c” appendix on custom fields and objects – this tag, applied by Salesforce, signifies that this field or object is custom.
For example, if you create a custom object called “Death Star”, Salesforce will give this object an API name of “Death_Star__c”. If you then add a field to this custom object called “Contractor”, Salesforce will subsequently give this field an API name of “Contractor__c”.
Let’s shed some light on an underutilized function of Salesforce reports: formulas!
Now, we’re not talking about formula fields, the kind you configure as a custom field on an object to perform some type of calculation and store that value at the record level. We are talking about formulas in reports that perform calculations on the summaries you’ve defined within the report itself.
When would you ever consider using one of these reporting formulas? When you think you need to export your report results to Excel to perform some crazy calculation, that’s when!
When you sign up for Salesforce, you are given two module options, Sales Cloud vs Service Cloud.
With Service Cloud, users are typically more focused on service and cases. Service Cloud helps companies that sell services and/or products, whereas Sales Cloud is more helpful for companies who are focused on leads, opportunities, and sales.
When it comes to Sales Cloud vs Service Cloud, there is a ton of overlap between these Salesforce cloud modules. Both modules have opportunities and cases, for example.