How do I make a call from a softphone in Salesforce?
Locate the softphone in the service console app. Before Maria or Ursa Major Solar’s support team can access a softphone to make calls from Salesforce, she must assign users to a call center. This takes less time than calling a cell-phone provider, and it won’t be anywhere near as painful.
How do I assign an agent to a call center?
Specify search criteria to find agents who should be assigned to the call center. Since you want to use a softphone, let’s enter the criteria of Full Name Contains Your Name. Click Find. Check the box next to your name, and click Add to Call Center. We just assigned you to a call center.
How do I set up a default team in Salesforce?
Then, add the entire default team to your account by selecting Add Default Team from the Account Team related list action menu. You can even set Salesforce to add your default account team every time and eliminate the need to click buttons at all. Visit Setting Up Default Account Teams to find out how.
How do I add a softphone to the Service Console app?
Maria adds a softphone to the utility bar of the service console app so that it’s easily accessible in the footer next to the console’s other productivity tools. Here’s how she does it. From Service Setup, enter App Manager in the Quick Find box, then select App Manager.
How do I assign a contact to an account in Salesforce?
From Setup, enter Account Settings in the Quick Find box, then select Account Settings. Select Allow users to relate a contact to multiple accounts. You can use custom fields to capture unique information about relationships—for example, the best time to call a contact. Now is a good time to set that up.
How do I update a contact in Salesforce?
Update a ContactDrag the activity onto the canvas.Click the activity.Click Select Data Extension. ... Select the data extension that contains the attribute that the journey modifies.Click Attribute Value.Select the attribute to modify. ... Add the static value or select the date if the attribute is date-based.More items...
How do I change account details in Salesforce?
The available personal setup options vary according to which Salesforce Edition you have.From your personal settings, enter Personal in the Quick Find box, then select Personal Information.Enter Personal Information in the Quick Find box, then select Personal Information.To make changes, click Edit. ... Save your changes.
How do I create a trigger in Salesforce?
The following steps show the different types of triggers you can use.From Setup, select Customize and then click the object that you want to add the trigger to.Click Triggers and then click New.To define your trigger, enter Apex code similar to this sample code. ... Make sure that Is Active is selected.Click Save.
How do you update a field in a trigger in Salesforce?
Below are the steps to be followed:Create a field in 'Account' with label 'Field Update' and data type as 'Checkbox'Now create a trigger on Contact.Navigate to Setup ->Build ->Customize ->Contacts ->Triggers.
Where is data Import Wizard in Salesforce?
To navigate data import wizard go to Setup -> Administer -> Data Management -> Data import Wizard and click on Launch Wizard.
How do I mass update a contact owner in Salesforce?
Mass Transfer Contacts in EssentialsClick on the gear icon in top right and select Setup.In the Quick Find box, enter Mass Transfer Records, then select Mass Transfer Records.Click the link for Mass Transfer Accounts (NOTE: All Contacts that belong to the existing owner transfer as well)More items...
How do I change the owner of a Salesforce account?
How to change Account owner in Salesforce LightningWelcome. ... Click on "Accounts"Select account from below list.Click this icon to show more options.5) Click on "Change Owner"Click here and search owner.Select rights of new owner by check marking against the box.Click on "Submit"More items...
What is Salesforce Comid?
A Salesforce.com ID is what references each Record in the back end of Salesforce. It si basically what Salesforce uses to track all of your records. It is similar to a key field in an RDMS. You can find an ID by going to the contact page inside of Salesforce, and looking at the URL at the top of the page.
What is the difference between workflow and trigger?
Workflow is automated process that fired an action based on Evaluation criteria and rule criteria. We can access a workflow across the object. Trigger is a piece of code that executes before or after a record is inserted or updated.
Can a trigger call a batch class?
Yes it is possible, we can call a batch apex from trigger but we should always keep in mind that we should not call batch apex from trigger each time as this will exceeds the governor limit this is because of the reason that we can only have 5 apex jobs queued or executing at a time.
What is the difference between before trigger and after trigger?
Before triggers are used to update or validate record values before they're saved to the database. After triggers are used to access field values that are set by the system (such as a record's Id or LastModifiedDate field), and to effect changes in other records.
Manage Call Center Users
Before Maria or Ursa Major Solar’s support team can access a softphone to make calls from Salesforce, she must assign users to a call center. This takes less time than calling a cell-phone provider, and it won’t be anywhere near as painful. Plus, since Maria already added a call center to an org, she’s well on her way to hearing ringtones.
Add a Softphone to the Service Console
Maria adds a softphone to the utility bar of the service console app so that it’s easily accessible in the footer next to the console’s other productivity tools. Here’s how she does it.
View a Softphone
Now that Maria has created a call center, assigned users to it, and added a softphone to the service console app, Ursa Major Solar can support customers by phone.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
11 Jul How to get Salesforce Contacts into your iPhone with Lightning Sync
I have had numerous people ask me how to access their Salesforce Contacts on there iPhone. This post will show you how. If you are using a Microsoft Exchange or Office 365 for your email then it will be really easy. If you’re using Gmail, then it will take a few more steps.
Exchange or Office 365
If you use Exchange or Microsoft, you simply need to go to the Contacts interface in your iPhone and ensure the Salesforce_Sync group is set to visible. Then you will see all of your Salesforce Contacts that Lightning Sync has synced over from Salesforce to Exchange, also in your iPhone.
GSuite (a.ka. Google)
Google is a bit tougher. First, you need to navigate to your Contacts while in Gmail on a computer. Select the ‘Salesforce Sync’ Contact Group (this Contact Group should have automatically been created when you installed Lightning Sync), from the Contact Groups menu on the left side of the page.
When you relate a single contact to multiple accounts, can you easily track the relationships between people and businesses?
When you relate a single contact to multiple accounts, you can easily track the relationships between people and businesses without creating duplicate records. The relationship rules are still simple. Every contact needs to be directly associated with an account.
How to accurately represent the relationships your company maintains?
To accurately represent the relationships your company maintains, you can modify the values in the Roles field and even create custom fields, such as a checkbox to denote the main contact for the account.
What does it mean to have multiple accounts?
But using multiple accounts means you can take advantage of account ownership, hierarchies, specific sharing settings, and more granular reporting. You can also more easily track and report on opportunities, cases, and other interactions for each account.
Why use one global account?
You could establish one global account and link all contacts, opportunities, cases, and so on to that single overarching account. Using one global account makes it easy to find that account’s records and to report on that account at the enterprise level. But it’s harder to manage a large mass of information, and not being able to easily view the big picture might make it hard to see what each location needs from you for your relationship to be successful.
Can you set up an account team?
The Account Teams feature isn’t set up automatically. An administrator must turn it on and set up the roles that each team member can be assigned. To make account teams faster to use, you can set up your own personal Default Account Team in your personal settings.
