Why manage data in Salesforce?
Manage and secure your data so you can build better experiences. Improve data management and security to deliver connected experiences to employees and customers. Solve for integration across any business need. Discover how to simplify integration within Salesforce and connect any application, data, or device.
What is the Salesforce platform?
With the Salesforce Platform you can bring together disparate systems — data that lives in external ERP, Supply Chain, HR, or on-premises software like SAP, Oracle, and Microsoft — to build a unified view of your customer. Our robust tools and powerful APIs dramatically reduce integration time to unlock and modernize back-office systems.
How to import data into Salesforce?
Import Data Into Salesforce Import Data with the Data Import Wizard Importing Multiple Currencies Add Person Accounts with the Data Import Wizard What Is Imported for Custom Objects? Choosing a Method for Importing Data Undoing an Import Import Limits Enable the ICU Locale Formats Go Global with New International Locale Formats
What is Salesforce data integration?
The Salesforce Platform allows you to deliver a unified view of your customer with powerful and easy-to-use data integration tools. Integrate your data using point-and-click tools or code—your choice. Create a more engaged customer and employee experience with third-party data integration.
What is Data Com user type in Salesforce?
Give users access to Data.com and set their record addition limits so they can start taking advantage of Data.com 's rich database of accounts, contacts, and leads.
How do I enable data com'in Salesforce?
Data.com API functionality is enabled by default....Enable or Disable Data.com API FunctionalityFrom Setup, in the Quick Find box, enter Data.com Administration and then select Prospector Preferences.Select or deselect Allow Data.com API Access.Save the page.
What happened to Salesforce data com?
What happened to Data.com Connect? Guided by customer and partner feedback, Salesforce's priority is on developing a new vision for data integration. To help us maintain this focus, Data.com Connect has been retired.
What is standard platform user in Salesforce?
These users aren't entitled to some user permissions and standard apps, including standard tabs and objects such as forecasts, leads, campaigns, and opportunities. Users with this license can also use Connect Offline. Users with a Salesforce Platform user license can access all the custom apps in your organization.
How do I enable API user in Salesforce?
Enable API access in Salesforce by user profile.Click on Setup.Go to Manage Users and click Profiles.Click Edit on the specific profile you're updating.Scroll down to Administrative Permissions and check the API Enabled box.Click Save.
How do I connect to Salesforce API?
Salesforce Connected AppIn Salesforce, navigate to Setup->Build->Create->Apps.Then go to Connected Apps for creation.Now choose the New Button to create a new connected app.Enter all the required information for the application.Select Enable OAuth Settings.More items...•
Does Data Com still exist?
To support customers' needs around compliance and to remain a leader in trust and privacy, Salesforce removed all contact data from the Data.com service on February 1, 2021. The following functionality is NOT affected by the Data.com retirement: Geocode data integration rules.
How does data com work in Salesforce?
Salesforce.com's cloud-based product enables automatic acquisition and management of CRM records. The Data.com platform enables sharing of contact data (similar to what is found on business cards) among members through its large user-generated database.
Who can use data Loader Salesforce?
Admins, developers, and consultants can use a data loader to insert and mass delete for 50,000+ files in minutes. There are many third-party data loading apps on Salesforce AppExchange, in addition to the de facto Salesforce Data Loader.
What is a Platform user?
Platform User means any user of the Platform, including a Company using the Services or a Participant.
How many types of users are there in Salesforce?
There are two major types of user profiles in Salesforce – standard profiles and custom profiles. While a standard profile is a profile already provided by Salesforce, a custom profile can be created by the users based on their specific requirements.
What does Salesforce Platform license include?
Platform licenses include Accounts, Contacts and Reports as well as the automation tools that you know and love (e.g., Process Builder, Flow and Apex). They also include standard individual and mass emailing functionality. For a more complete breakdown you can also see this Salesforce Help article.
How many times more likely are customers to engage with a brand?
Customers who see content tailored to their interests are five times as likely to engage with a brand. Suppression: Sometimes the best use of data in marketing isn’t to better target consumers — but to not target them at all.
How many vendors are there in the CDP market?
Unfortunately, the CDP market is very cluttered, including over 100 vendors (at last count by the Customer Data Platform Institute) who call themselves a “CDP.”. No two are the same.
Solve for integration across any business need
Discover how to simplify integration within Salesforce and connect any application, data, or device.
Start a free MuleSoft trial today to connect any app, data, and device
Start a free MuleSoft trial today to connect any app, data, and device.
Introduction
A CDP usually includes a customer database, marketing automation, multichannel campaign management, and real-time interaction management. Essentially, CDPs are for when you need a marketing database with user-level data.
CDP Basics
The first thing CDPs need to do is connect all of a company’s customer data in a single place. That means not only stitching together a single customer ID from many different CRM instances, but also tying together databases that traditionally don’t share customer data, like marketing clouds, service software, and ecommerce engines.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
Salesforce Licenses – Recap
As a recap, here are the links to all the main Enterprise licenses types, including a rather handy PDF specification/comparison sheet – just click “download the full comparison sheet” on the relevant page:
What are Platform Licenses?
Platform Starter and Platform Plus licenses offer the standard Salesforce functionality you’ve come to know and love. However, the range of standard objects and the number of custom objects are severely curtailed – e.g., barely anything sales or service-related.
Important Tips!
Contract restrictions – recreating standard objects. Salesforce is extremely clear about this. If you copy certain standard features using custom techniques, then you must pay for those standard features. The main example is Opportunities and recreating the functionality contained therein to save on cost.
Changing Salesforce Licenses
Sometimes you’ll see references to “Salesforce licenses”, which are Sales Cloud, Service Cloud or a combination thereof and sometimes to “Salesforce Platform licenses” which are the Platform Starter and Platform Plus licenses. In practical terms there’s no difference – both types have the same standard interface.
Best Practice
Keep your profiles very “bare bones” if you can, with only a few (or zero) objects. Then add in the permissions you require via permission sets (or permission set groups of course) – this enables users with different licenses to share the same permission sets.
Summary
There’s a lot of information to take in about Salesforce licenses and a lot of options. The time spent to work out your use case could have a very high ROI and unlock Salesforce for more areas of your business.
