When working with data in Salesforce, many a times there is a desire to mass manipulate records rather than doing it one by one. Here is a quick recap of all the different options available to you to mass create, update, delete & transfer records in Salesforce.
Let’s check some of these options out a little more in details More
In today’s fast paced world, everybody expects instant service. Whether it’s express delivery, express check-in or 4G internet speed for faster browsing experience. Some of you may have even tested your Internet Service Provider’s (ISP) speed on popular speedtest websites to verify the download and upload speed you are getting. Similarly even Salesforce has a tool called “Salesforce Performance Test” to test the speed More
#Hashtags are used to organize records around a common theme. For example, I use hashtag to tweet about all the new features and functionalities in a Salesforce Release ( e.g. #SalesforceWinter20).
You can also use #hashtag in Salesforce with chatter posts and records. Let’s say that you want to capture the hobbies/interests (like ‘Golf’, ‘Soccer’, ‘Investment’, ‘Philanthropy’ etc) of your of leads and contacts. One way to capture this information is to use picklist or multi-select picklist field, which an admin will need to create and maintain. But an easier and better way to capture this information will be to use #hashtags. You can use as many hashtags as you want on a record and then search for information based on that. More
Social Accounts, Contacts and Leads is another useful & productivity feature of Salesforce. As the name suggests, it is available for Account, Contact and Lead objects. Once enabled company and individual’s Twitter profiles can be associated with the respective Account or Lead and Contact records in Salesforce. It is very beneficial for users as it gives easy access to social intelligence to serve prospects and customers better. More
Salesforce offers a few ways to marry the emails, contacts and calendar from your email application to Salesforce. This means that you can surface the data from your email application to Salesforce and vice versa. This offers a few benefits like having a more complete picture of the customer inside CRM, information becoming visible to the wider team in your Salesforce Org, less switching between the applications, better productivity, better collaboration internally and with the customer etc.
The different options available for this integration are