Salesforce Essentials is a small-business focussed Customer Relationship Management (CRM) solution introduced by Salesforce in 2017. It is designed to help Small & Medium Businesses (SMB) get started with CRM instantly with easy & guided setup. It offers just the right combination of features for SMBs to come out of spreadsheets and automate their business processes.
Salesforce CMS is a hybrid Content Management System. It was announced in Dreamforce ’19 and is generally available from Winter ’20. You can create and manage content from a single location, then use that in multiple places. It allows you to share content across communities, create content on Community by Community basis and assign access roles to users to control who creates the content. It is available in both Lightning and Visualforce + Tabs Communities.
With Files Connect, Salesforce users can access, share, and search files stored externally (in systems like Google Drive, SharePoint, Quip or Box) from inside Salesforce. Setup process to connect to each external data source is different and it varies by each data source.
Google Drive is most common use case for Files Connect as lot of small and medium size organizations are using Google suite of business apps to run their business. Hence, for the purpose of this blog post, I’ll walk you through how to connect to Google Drive using Files Connect. Once connected, you can use your Google Drive files in Salesforce to attach to records and share with your colleagues.
There are two important points that you need to note with regards to Salesforce Files Connect
Salesforce Spring ’20 Release is around the corner. By 14th February 2020, it will be released in production environment all around the globe. Here are 8 ways in which you can familiarize yourself with the new features and functionalities introduced in Salesforce Spring ’20 release.
(This guide was first published in January 2019. It was last updated in January 2020 based on the Salesforce Exam Guide as of Winter ’20 Release)
Looking for resources to help you clear the Sales Cloud Consultant Certification Exam? Here is a comprehensive study guide with links to resources to help you prepare for the exam. This study guide is based on the Exam Guide published by Salesforce (at URL https://trailhead.salesforce.com/credentials/salescloudconsultant ). The exam guide is divided into different topics and sections and to make things easier this guide has also been organized as per topics and sections and mentioned in the exam guide. More