Shweta
IndividualForum Replies Created
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Shweta
MemberSeptember 30, 2020 at 2:56 pm in reply to: Can we schedule dynamic dashboard in Salesforce?We cannot schedule a dynamic dashboard because whenever we open the dashboard, it will show the data generated in real-time.
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Shweta
MemberSeptember 30, 2020 at 2:42 pm in reply to: How many ways we can share a record in Salesforce?These are the ways we can share a record:
1. Role Hierarchy: If we add a user to a role, the user is above in the role hierarchy will have read access.Go to Setup -> Enter roles in Quick find box -> Select Roles -> Click on setup roles -> click on add role -> provide name and save.
2. OWD: It defines the baseline setting for the organization and level of access to the user can see the other user’s record. It can be Private, Public Read Only, Public Read, and Write.Setup -> Security Controls -> sharing settings -> Click on Edit
3. Manual Sharing
4. Criteria Based Sharing rules: If we want to share records based on condition like share records to a group of users.Go to Setup -> security controls -> sharing settings -> select the object and provide name andConditions and save
5. Apex sharing: It shares objects is available for every object (For Account object share object is AccountShare). If we want to share the records using apex we have to create a record to the shared object. -
Entitlement processes are timelines that include all the steps (or milestones) that your support team must complete to resolve support records like cases or work orders. Each process includes the logic necessary to determine how to enforce the correct service level for your customers.
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Future methods cannot be monitored, but queueable apex can be monitored using the job id which is returned by System. enqueueJob() In execution cycle, you cannot call from one future method to another future method. Its achieved inqueueable class by using the Chaining Jobs.
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Asynchronous Apex is used to run processes in a separate thread, at a later time. An asynchronous process is a process or function that executes a task in the background without the user having to wait for the task to finish.
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Shweta
MemberSeptember 28, 2020 at 4:30 pm in reply to: What is the order of execution in Salesforce?These are the Order of execution in Salesforce:
- The original record is loaded from the database.
- System Validation Rules.
- Executes all before triggers.
- Custom Validation rules.
- Executes duplicate rules.
- Saves the record to the database, but doesn’t commit yet.
- Executes all after triggers.
- Executes assignment rules.
- Executes auto-response rules.
- Executes workflow rules.
- If there are workflow field updates, updates the record again.
- If the record was updated with workflow field updates, fires before and after triggers one more time. Custom validation rules, duplicate rules, and escalation rules are not run again.
- Executes processes and flows launched via processes and flow trigger workflow actions.
- Executes escalation rules.
- Executes entitlement rules.
- If the record contains a roll-up summary field or is part of a cross-object workflow, perform calculations and updates the roll-up summary field in the parent record. The parent record goes through the save procedure.
- If the parent record is updated, and a grandparent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the grandparent record. Grandparent record goes through the save procedure.
- Executes Criteria Based Sharing evaluation.
- Commits all DML operations to the database.
- Executes post-commit logic, such as sending an email.
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Shweta
MemberSeptember 28, 2020 at 4:23 pm in reply to: How to enable Google Drive Api in Salesforce?To enable the google drive API, Follow these steps:
- Go to the Google API Console.
- Select a project.
- In the sidebar on the left, expand APIs & auth and select APIs.
- In the displayed list of available APIs, click the Drive API link and click Enable API.
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JWT (JSON Web Tokens): It is an open standard way used for securely transmitting information or representing claims between any two parties, let's say between a client/consumer and server/service. It is used to digitally sign the verified and trusted information.
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Case Queue: It organizes the support team burden by creating a list from which specific agents can jump in to resolve certain cases. We can access queues from list views, and queue members can jump in to take ownership of any record in a queue. Queues are available for cases, leads, orders, custom objects, service contracts, and knowledge article versions.
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Shweta
MemberSeptember 25, 2020 at 2:30 pm in reply to: What is task in final rejection in approval process in Salesforce?Final Rejection Actions which consists of Task and If a task is selected then the user can insert a task for a record so for our example on Opportunity once the approval process has been approved/rejected
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Shweta
MemberSeptember 25, 2020 at 2:29 pm in reply to: What is outbound message in approval process in Salesforce?Outbound message is a workflow, approval action which sends information to external servers. The outbound message is an immediate workflow action and sends the data in the form of a simple object access protocol (SOAP) format to external servers.
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Salesforce Advertising Studio is campaign management and CRM targeting solution for digital marketing campaigns. It’s a part of the Salesforce Marketing Cloud suite, making it perfect for customer-centric marketing strategies. It helps you get the most value out of the CRM data you collect. It uses customer data collected from mobile push interactions, site conversions, and email campaigns to target existing customers.
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Shweta
MemberSeptember 23, 2020 at 8:10 pm in reply to: What is audiences in Advertising studio in SFMC?Advertising Audiences allows customers to use Marketing Cloud data to target their digital advertising campaigns across various platforms. These platforms include Facebook, Instagram, Google Ads, LinkedIn, Twitter, and Pinterest.
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Follow these steps to enable email:
1. Go to your Personal Settings -> Enter Email to Salesforce in the Quick find box -> Select Email to Salesforce.
2. Enter your email address in My Acceptable Email Addresses.
3. Under Email Associations, select options as needed.
4. If you exclude multiple email domains from the automatic association in Excluded Domains, separate them with commas.
5. Click Save. -
Salesforce Live agent in salesforce is a tool that is used to connect with customers and real-time website visitors. Using live agents we can chat with customers so that we can provide fast response and quick solutions they need.
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Case Escalation rule allows you to define automated actions when cases with specific criteria are open after a specified period of time. They can help you to identify when cases are not solved by a certain time.
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Shweta
MemberSeptember 22, 2020 at 3:41 pm in reply to: What is omni channel in service cloud in Salesforce?Omni-channel : It gets chat requests to the right person based on availability and qualifications. It is a tool that sits inside of either the Sales or Service Console that, once enabled and configured, automatically pushes work to your users in real time.
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Shweta
MemberSeptember 21, 2020 at 3:45 pm in reply to: What is Audience builder in salesforce marketing cloud?Marketing Cloud Audience Builder dynamically creates targeted audiences from contacts stored in your account based on stored attributes and behavioral values. Use these audiences to either target or exclude contacts from your marketing activities.
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Shweta
MemberSeptember 21, 2020 at 3:43 pm in reply to: What is predictive intelligence and analysis in Salesforce?Predictive Intelligence is a method of delivering experiences unique to each individual. It enables marketers to observe customer behavior, and with every action taken, build a profile of customer preferences.
Predictive analytics allows businesses to predict what is likely to happen in the future, by looking for patterns in the information they already have. -
Shweta
MemberSeptember 21, 2020 at 3:41 pm in reply to: What is data designer in Salesforce Marketing Cloud?Data Designer enables you to manage how data extensions store that information and how those data extensions relate to each other. This tool in Contact Builder defines, organizes, and relates information to contacts within your account.
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Shweta
MemberSeptember 18, 2020 at 2:44 pm in reply to: How do I email a Salesforce Marketing Cloud?Follow these steps to send Salesforce Marketing Cloud Email:
1. In the Sales or Service cloud, Navigate to lead, contact, person account -> Click on Send Marketing Cloud Email.
2. To access Marketing Cloud emails -> Click Find -> Select an Email -> select from email address -> select reply to an email address -> Select Disable Individual Level Tracking if you want to prevent subscriber level tracking from being created for the send -> Set time and date for sending.
3. Verify that you have permission to send an email to the recipient.
4. Send the email. -
Shweta
MemberSeptember 18, 2020 at 2:36 pm in reply to: What is the difference between Salesforce Marketing Cloud and pardot?Salesforce Marketing Cloud: It is positioned as a B2C platform. larger databases with smaller value sales would do better with Marketing Cloud. Marketing Cloud has other functions like Advertising Studio and Mobile Studio.
Pardot: It is positioned as a B2B platform. Smaller databases with higher value sales would be better targeted via Pardot. It is primarily an email marketing platform. It enables greater marketing and sales alignment for B2B teams. -
Shweta
MemberSeptember 18, 2020 at 2:33 pm in reply to: What is Salesforce Marketing Cloud used for?Salesforce Marketing Cloud develops marketing automation and analytics software for email, mobile, social and online marketing. It also offers consulting and implementation services. The software is sold primarily on a multi-year subscription basis.
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Service Cloud is an easy to use customer service application that can help you to provide and track excellent service. It assists with personalized support via phone, email, chat, and SMS messaging app with LiveMessage.