Salesforce CRM Content
Salesforce CRM Content is an integrated content management system. It supports Word, Doc, Images, Web pages, Power point, Google drive docs and so on. File size cannot be more than ....
Salesforce CRM Content is an integrated content management system. It supports Word, Doc, Images, Web pages, Power point, Google drive docs and so on. File size cannot be more than ....
Order of Work flows in Salesforce is 1. Field Updates. 2. Tasks. 3. Email Alerts. 4. Outbound Messages. Note: If there are 2 field updates or any other type of ....
A regular expression is a string used to describe a format of a string according to certain syntax rules. [ab] - A single character, either a or b [a-zA-Z] ....
Create a formula field in Lead object as below. Formula Code: IF( ISBLANK(FirstName ) , 0, 20) + IF( ISBLANK( LastName ) , 0, 20) + IF( ISBLANK( Email ) ....
A dashboard filter allows viewers to change the data visible on the dashboard by selecting a filter value from a drop-down list. Note: 1. Maximum number of filters allowed per ....
PREVGROUPVAL is a funtion used in custom summary formulas to return the value of a summary field from a previous grouping. Example: (AMOUNT:SUM +PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE) +PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE, 2) ) / ....
Subfilters provide an option to extend a cross filter by including only child records that meet certain criteria. Maximum is 5 per Cross Filter. Example: Cheers!!!
Cross filters enable filtering of the parent records n a report by their related child records using with or without conditions. Maximum 3 Cross filters are allowed in a single ....
Custom Report Type in Salesforce is used to create custom report type for related objects for reporting and it allows up to 4 level. To create Custom Report Type, go ....
1. Go to the object. For standard objects, go to Setup --> Customize. For custom objects, go to Setup --> Create --> Objects. 2. In Compact Layout, click "New". 3. ....