Mansi Tyagi
MemberForum Replies Created
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Mansi
MemberMarch 16, 2021 at 3:44 pm in reply to: How Multi-Factor Authentication Works in Salesforce ?MFA requires users to prove they’re who they say they
are by providing two or more pieces of evidence – or
factors – when they log in.
One factor is something the user knows, such as
their username and password combination. Other
factors are verification methods that the user has,
such as an authenticator app or security key.
By tying user access to multiple, different types
of factors, it’s much harder for a bad actor to
gain entry to your Salesforce environment. Even
if a user’s password is stolen, the odds are very
low that an attacker can guess or impersonate a
factor that a user physically possesses. -
Mansi
MemberMarch 16, 2021 at 3:40 pm in reply to: What Is Multi-Factor Authentication in Salesforce ?MFA is an effective way to increase protection for user accounts against common threats like phishing attacks, credential stuffing, and account takeovers. It adds another layer of security to your login process by requiring users to enter two or more pieces of evidence — or factors — to prove they’re who they say they are. One factor is something the user knows, such as their username and password combination. Other factors are verification methods that the user has in their possession, such as an authenticator app or security key.
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Mansi
MemberMarch 15, 2021 at 4:35 pm in reply to: What are the Standard duplicate rules available in Salesforce ? -
Refer this link:
https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management/sales_admin_duplicate_management_unit_2- This reply was modified 3 years, 8 months ago by Mansi Tyagi.
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Mansi
MemberMarch 15, 2021 at 4:32 pm in reply to: Advantages of Duplicate-Free Data in Salesforce ?When your sales reps work with duplicate-free data, there’s no guessing about whether a colleague is already qualifying the same prospect. Also, your reps can count on having all information in one contact record, instead of hunting for more details in a duplicate record.
It’s important that your sales teams feel confident that you’re managing Salesforce and delivering features with your teams’ trust and success in mind. When your CRM system is free of duplicate data, your reps trust that the data is clean and worthwhile. -
The opportunity stages in Salesforce are: Prospecting. Qualification, Needs Analysis, Value Proposition, Decision Makers, Perception Analysis, Proposal/Price Quote,Negotiation/Review.
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You can use Lightning components to create stand-alone apps that are hosted on Salesforce. And you can even create apps that are hosted on other platforms, including embedding them into apps from those platforms.
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Lightning Data Service is a centralized data caching framework which is used to load, save, create and delete a record without server-side apex code. It supports the sharing rules and field-level security as well.
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The Salesforce Campaign object is typically used for tracking a company's marketing initiatives, as well as which individuals are targeted by them and their responses.
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Mansi
MemberMarch 11, 2021 at 4:08 pm in reply to: What is an advantage of setting up a campaign hierarchy in Salesforce ?<font color="#000000"><font face="SF UI Text, sans-serif"><font size="3">You can group your marketing programs together into hierarchies for greater visibility into the results of a large group of campaigns.</font></font></font>
- This reply was modified 3 years, 8 months ago by Mansi Tyagi.
- This reply was modified 3 years, 8 months ago by Mansi Tyagi.
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Mansi
MemberMarch 11, 2021 at 3:52 pm in reply to: What is a profile-based rollout of Chatter in Salesforce ?A profile-based rollout of Chatter makes Chatter available to a controlled set of users instead of all users in your organization.
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Mansi
MemberMarch 10, 2021 at 3:39 pm in reply to: What is the way to prepare users for Lightning Experience in Salesforce ?From Setup in Lightning Experience, enter Lightning in the quick box, then select Lightning Experience Transition Assistant at the top of the menu.Select the Roll Out phase.Click Launch Lightning Experience to expand the stage.Click Switch Users next to Make Lightning Experience the default interface.
- This reply was modified 3 years, 8 months ago by Mansi Tyagi.
- This reply was modified 3 years, 8 months ago by Mansi Tyagi.
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1.Enhances Better Customer Service.2.Facilitates discovery of new customers.
3.Increases customer revenues.
4.Helps the sales team in closing deals faster.
5.Enhances effective cross and up selling of products.
6.Simplifies the sales and marketing processes.
7.Makes call centers more efficient.
8.Enhances customer loyalty. -
Mansi
MemberMarch 10, 2021 at 3:22 pm in reply to: How can we insert a record using Data Loader in Salesforce?Please refer the below link:
https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/inserting_updating_or_deleting_data.htm -
Mansi
MemberMarch 9, 2021 at 3:28 pm in reply to: How to export records from Salesforce using Data Loader in Salesforce ? -
yes,it's possible.
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Role hierarchy refers to a set of roles in an organization and the relationship between different roles. Role hierarchy opens up vertical-level access to records.
Role hierarchy allows the user sitting in higher level have access of records owned by users having role lower in hierarchy. It helps to extend the OWD settings for different objects. It describes how roles connect to each other.
Users at any role level can view, edit, and report on all data that’s owned by or shared with users below them in their role hierarchy, unless your org’s sharing model for an object specifies otherwise. -
Mansi
MemberMarch 8, 2021 at 4:02 pm in reply to: Is it possible to create the Master – Detail Relationship field for the child obNo,it is not possible.
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Mansi
MemberMarch 8, 2021 at 3:56 pm in reply to: When data is deleted, how long does it stays in recycle bin in Salesforce ?15 days
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Mansi
MemberMarch 8, 2021 at 3:54 pm in reply to: What it means Export and Export all in Data Loader in Salesforce?Export : It is used to export the Salesforce Data(excluding recycle bin's data) into your local system.
Export All : It is used to export the Salesforce Data(including recycle bin's data) into your local system. -
Permission set >> Manage Assignement>> Select Users >> Assign to assign permission set to multiple users.
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Time-Dependent actions execute at a specific time defined by you, such as sending an Email alert after 24 hours of lead creation if the lead is not contacted. When the specified time passes, workflow rule re-evaluates to check that record still meets the rule criteria.
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Mansi
MemberMarch 5, 2021 at 1:36 pm in reply to: How to enable Chatter Email Notifications in Salesforce ?1. Click your profile name.<div>2. Select My Settings.
3. Click Chatter.
4. Click Email Notifications.
5. Specify when you want to be emailed.
6. Click Save.
</div> -
Mansi
MemberMarch 4, 2021 at 3:41 pm in reply to: What is the basic difference between process builder and workflow in Salesforce?Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship.
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Assignment rules in Salesforce are used to automatically assign lead or Case to owner(User Or Queue). Assignment rule is used to automate owner assignment on Case and Lead based on conditions on Case or Lead.There are two type of assignment rules
Lead Assignment Rules
Case Assignment Rules