Slaesforce FAQ

how to answers questions on salesforce community

by Myrna Funk Published 2 years ago Updated 2 years ago
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How to setup Salesforce community?

  • Click Preferences.
  • Check the following boxes: General Show nicknames Give access to public API requests on Chatter Show all settings in Workspaces Experience Management Allow members to flag content Enable setup and ...
  • Uncheck the following boxes: General Enable direct messages Experience Management Show number of people discussing suggested topics

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What can a Salesforce community do?

Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.

What are Salesforce questions?

Free Salesforce Admin Practice Exam

  • Professionally written questions by Salesforce MVP, Christine Marshall.
  • Explanations and links to additional learning resources are included to ensure you are set for success.
  • 100% free practice questions.

How to use Salesforce everyday?

Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.

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How do I enable answer community in Salesforce?

Enable Chatter Answers in Your CommunityFrom Setup, enter Profiles in the Quick Find box, then select Profiles.Click Edit for the profile that you want to make the Q&A tab visible for.Under Standard Tab Settings, set the Q&A tab to Default On.Click Save.

How do you use communities in Salesforce?

To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it. Note: You cannot change your domain name once you save it. This domain name will be used in all of your communities.

How is the best answer selected for a question in the Trailblazer community quiz?

The best answer is chosen for a question in Trailblazer Community based on the upvotes. When someone upvotes your answer, you get more points.

How do I ask a question in Salesforce community?

Ask ButtonSelect the Ask Button component on the page you're configuring.In the property editor, configure properties for the component: Property. Details. Button Label. Enter the text to show on the Ask button. The default is Ask a Question . Allow members to add topics.

How do I learn community cloud in Salesforce?

2:358:19Salesforce Community Cloud Overview - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd click on create. Community once the community's been created you'll see the success message hereMoreAnd click on create. Community once the community's been created you'll see the success message here. So now you can click on the go to community management button so now you're at the customer.

What are different types of communities in Salesforce?

An organization can build a community to meet any number of needs, but there are three main community types in Salesforce:Customer communities.Employee communities.Partner communities.

What is a Salesforce MVP answer?

A Salesforce MVP is an exceptional individual within the Salesforce community recognized for their leadership, knowledge, and ongoing community contributions. These individuals represent the spirit of the community and what it is all about.

What is Salesforce customer 360 MCQ?

Salesforce Customer 360 is an integrated customer relationship management (CRM) platform that helps companies transform their businesses by uniting their marketing, sales, commerce, service, and IT teams with a single, shared customer view.

How does Salesforce organize data?

A)Salesforce organizes your data into: I)Objects and records, like tabs and rows on a spreadsheet. II)Objects and fields, like columns on a spreadsheet. II)Fields and records, like different databases. IV)Objects and spreadsheets, like columns in a database.

How do I enable questions in case?

From Setup, enter Support Settings in the Quick Find box, then select Support Settings.To enable Question-to-Case in all Experience Cloud sites where you have enabled Chatter Questions, select Enable Question-to-Case in Experience Cloud Sites.More items...

How do I enable a question object in Salesforce?

Click on Edit and Select Enable Question-to-Case in Communities to enable it for all Communities and Select Enable Question-to-Case to enable inside the Salesforce Organization.

What is a salesforce community?

What Are Salesforce Communities? Salesforce Community Cloud is a software product that allows companies to build branded communities, where they can share information, and users can connect and collaborate.

1. What is Salesforce?

Salesforce is the most effective Customer Relationship Management (CRM) product that is delivered to subscribers as a cost-effective software-as-a-...

2. What is a custom object in Salesforce?

In Salesforce, custom objects refer specifically to database tables that store data related to your company in Salesforce.com.

3. What is Self-Relationship?

A Self-Relationship is a lookup relationship to the same object. It is this premise that allows users to take the object “Merchandise” and create r...

4. What is Object Relationship Overview?

In Salesforce, the object relationship overview links custom object records to standard object records in a related list. This is helpful to track...

5. How is SaaS beneficial to Salesforce?

SaaS is subscription-based, so clients can choose not to renew and discontinue using the program at any time without penalty other than not being a...

6. How many types of relationships are offered by Salesforce.com?

Salesforce recognizes two relationship types: Master-detail relationships and Lookup relationships.

7. What is the trigger?

The trigger is the code that is executed before or after the record is updated or inserted.

8. What is the difference between Trigger and Workflow?

Workflow is an automated process that fires an action based on evaluation criteria and rule criteria. As described above, Trigger is the code that...

9. What is a static resource in Salesforce?

With Salesforce’s static resource, subscribers can upload zip files, images, jar files, JavaScript, and CSS files that can be referred to in a Visu...

10. What is a Wrapper Class?

A Wrapper Class is a class whose instances are a collection of other objects and is used to display different objects on a Visualforce page in the...

How to see Salesforce limit form?

Salesforce users can see their limit form setup easily by simply clicking data.com administration/Users. From the data.com users section, the users can see their monthly limit and exactly how many records are exported during the month.

What is a workflow in Salesforce?

Workflow is an automated process that fires an action based on evaluation criteria and rule criteria. As described above, Trigger is the code that is executed on or after the record is updated or inserted.

What is Salesforce object relationship?

In Salesforce, the object relationship overview links custom object records to standard object records in a related list. This is helpful to track product defects in related customer cases. Salesforce allows users to define different types of relationships by creating custom relationship fields on an object.

How big is Salesforce static resource?

The optimum size of static resources in Salesforce is 250 MB.

How long does Salesforce audit trail last?

The audit trail can preserve data for up to six months.

What is SaaS application?

SaaS is subscription-based, so clients can choose not to renew and discontinue using the program at any time without penalty other than not being able to use Salesforce. SaaS is intended to help users avoid heavy initial startup fees and investments. SaaS applications use a simple Internet interface supported by easy integration.

What causes data loss in Salesforce?

What can cause data loss in Salesforce? Data loss in Salesforce can be caused by a number of reasons, including: Changing data and date-time. Migrating to percent, number, and currency from other data types. Changing from the multi-select picklist, checkbox, auto number to other types.

What is page optimizer in Salesforce?

The main purpose of Salesforce Page Optimizer is to analyze the site and identify the issues that impact its performance. The Page Optimizer is a free plug-in that is available on the Chrome Web Store. One may download and install the plug-in as any Chrome extension.

What is sales cloud?

The Sales Cloud provides you with everything that you need to manage your business. Generates the best leads, manages opportunities through the sales pipeline, and cultivates relationships with the existing accounts. Also, forecasts revenues set up sales territories and organize your reps into selling teams.

Why do you use chatter on a website?

Site members can also use Chatter in order to engage with the organization, seek expert advice, and revisit the discussions that are relevant. However, Chatter gives a direct view of the site, fosters knowledge, and inspiration. It also allows you to stay focused on business and the things that you want to get done.

What is a marketing cloud journey?

Marketing Cloud Journey Builder helps in creating personalized journeys for sites based on triggering events or geared for particular audiences. It enables greeting new users with rich content emails, sending reminders to users who need profile pictures, or schedule follow-up emails for users who log a case. In order to use this feature, one must have both Experience Cloud and Marketing Cloud licenses.

What is a customer portal?

A customer account portal is a private and safe place for customers so as to access and update the account information. One can improve customer relationships by allowing customers to work in the portal. Also, customers can see and pay invoices, update their account information, and search the knowledge base for answers to frequent questions.

What is customer service template?

Well, customer service is a powerful, responsive self-service template with multiple prebuilt theme options. The Customer Service template allows users to post questions to the community, search and view articles, collaborate, and contact support agents by creating cases.

What is CRM data?

The CRM data consists of information from customer service teams, email marketing efforts, or marketing automation systems. This data includes information such as the email address or phone number of a customer. In the US, this is known as personal information and in Europe, it is called personal data.

Why use chatter?

A company can also use Chatter to create an internal social network across their organisation. Chatter provides a forum that allows anyone to share insights, propose ideas, connect teams, and provide direct feedback instantly. Community Cloud allows companies to create branded sites that connect customers, partners, ...

What is community cloud?

Community Cloud is built on the trusted Salesforce1 platform. The robust and flexible security architecture of the platform is relied on by companies around the world, including those in the most heavily regulated industries — from financial services to healthcare to government.

Can you use Community Cloud on mobile?

There are many options for using Community Cloud on a mobile device . Because Community Templates are fully responsive, it’s easy to provide a rich experience that can be viewed on any mobile device. For employee communities, your workforce has full access to Salesforce1.

Can you use Salesforce to deploy a community?

Yes. Salesforce can help you successfully deploy a community that is on a non-Salesforce portal, or even another community platform. We can also connect you with Salesforce partners who can help make the process easier. Connect with all the community cloud features.

What is an app in Salesforce?

An app is a folder that holds a logo, name, and a set of required tabs among many other things. It's also a group of tabs that work together to prove the functionality that you are looking for. In Salesforce, you can customize apps to match requirements, or you can build new apps by merging custom and standard tabs.

What is Salesforce's culture?

Salesforce describes its culture as their “Ohana,” the Hawaiian word for intentional family, which is guided by four core values: Trust, Customer Success, Innovation, and Equality.

Why is SaaS cost effective?

It's cost-effective for customers because it's delivered as software-as-a-service, or SaaS. It helps enterprises better connect with customers, as well as supporting businesses to manage their customers' data and efficiently track their activities.

Find answers fast

Collect answers to common questions and structure them so employees quickly find the information they need. Highlight recent questions on topics like internal processes, projects, products, or any subject you may need.

Customer Community Forum from Salesforce

Use the customer community forum feature in Salesforce Chatter enterprise social network solution to set up an internal FAQ section. This is one of the many useful features of Chatter office collaboration software that can help improve the efficiency of your company.

Customer Community Forum from Salesforce

Use the customer community forum feature in Salesforce Chatter enterprise social network solution to set up an internal FAQ section. This is one of the many useful features of Chatter office collaboration software that can help improve the efficiency of your company.

What does Salesforce hire?

Salesforce hires for a wide variety of roles. While much of their workforce is tech-oriented, they also need marketers, customer service representatives, accountants, and nearly every other specialty required to run a company.

Is social media good for a job interview?

Social media is an excellent way to learn about recent events and more about the company’s vibe. Yep, that’s the power of research. But that alone isn’t enough. You also need a great way to tell the hiring manager about your valuable skills and traits. With straightforward interview questions, that’s usually pretty easy.

Is Salesforce valuable?

Yes, I gained Salesforce experience while working for my last employer in the marketing department. Salesforce allowed us to enhance our customer experience, dramatically increasing sales. For example, by using the Marketing Cloud to create personalized content marketing, we were able to achieve an 80 percent increase in buyers. Ultimately, I used Salesforce for two years and found it to be an incredibly valuable solution.”

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