Utilizing Salesforce’s auto-numbering field can help save your team manual work – like when generating an account number. Many people are skeptical of using auto-numbering fields because there are rare times where you need to change that auto-assigned number. When a number is assigned using auto-assignment, it cannot be changed by an end user without some configuration.
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.
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.
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.
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.
Are you a newbie when it comes to the world of Salesforce, or do you just need a simple refresher on the basics of Salesforce Service Cloud and how it benefits you?
We’ll cover the details in this post!
Service Cloud refers to the “service” module in Salesforce.com.
In this module, you will find Accounts, Contacts, Cases, and Solutions, plus features like Public Knowledge Base, Web-to-Case, Call Center, and the Self-Service Portal, as well as customer service automation like escalation rules and assignment rules.
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We hope you’ve enjoyed revisiting these top Salesforce tips of 2019, and look forward to creating more tips for you in 2020!
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