- Download and install the Salesforce Authenticator app for the type of mobile device you use. For iPhone, get the app from the App Store. ...
- From your personal settings, in the Quick Find box, enter Advanced User Details, then select Advanced User Details. No results? ...
- Find App Registration: Salesforce Authenticator, and click Connect.
- For security purposes, you’re sometimes prompted to either log in to your account again or enter a passcode sent via email or text message.
- Open the Salesforce Authenticator app on your mobile device. If you’re opening the app for the first time, you see a tour of the app’s features. ...
- In the app, tap Add an Account. The app generates a unique two-word phrase.
- In your Salesforce browser window, enter the phrase in the Two-Word Phrase field.
- Click Connect.
- In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting. To complete the account connection, tap Connect in the app.
- Log in to Salesforce.
- Open this URL on your web browser.
- Select Install for Admins Only and click the Install button.
How do I export data from Salesforce?
You can export Salesforce Leads into CSV files in two ways:
- Use Trujay service. It allows you to export different modules or all the modules with saved relations between records. ...
- Use the option Salesforce offers. In order to download your Salesforce leads into csv. ...
- Now, select ‘Lead’ module to create the corresponding report.
- After that, press ‘Export Now’. ...
What is the outlook for Salesforce?
Salesforce Outlook Integration
- Users can now log Outlook emails to Salesforce as actual emails, no longer logging emails as tasks
- Customized Outlook integration panels can be made for different users. Admins can configure Lightning components to the panel and even download more components from the AppExchange.
- Users can draft Outlook emails using preconfigured Salesforce templates
How to connect Salesforce CRM with Microsoft Outlook?
- It puts all of your customer information in one place: Outlook.
- It offers integrated tasks and reminders that you can associate with a contact, company or sales deal.
- It lets you share customer information across the organization.
- It’s relatively simple to use and available on mobile.
How to connect and load data from Salesforce to excel?
To connect to Salesforce Objects data:
- Select Salesforce objects from the product-specific data connector list, and then select Connect.
- In Salesforce objects, choose the URL you want to use to connect. ...
- If this is the first time you've made this connection, select an on-premises data gateway, if needed.
- Select Sign in to sign in to your Salesforce account. ...
How do I enable Salesforce Salesforce Connect?
As an exercise, let's connect an existing OData 2.0 data source that's publicly accessible.From Setup, enter External Data Sources in the Quick Find box, then select External Data Sources.Click New External Data Source.Enter OrderDB as the label. ... Select Salesforce Connect: OData 2.0 as the type.More items...•
Is Salesforce Connect free?
The price of Salesforce Connect depends on the data source and starts with a subscription of USD 4000/month. It is available for both the Enterprise and Unlimited editions of Salesforce.
What is Salesforce Connect?
Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.
What is the difference between Salesforce Connect and lightning connect?
What's the Difference Between Salesforce Connect and Lightning Connect? Lightning Connect is the feature of Salesforce Connect that lets you access data from external sources and compare it with Salesforce data side-by-side.
What is Salesforce Connect license?
Available for an extra cost in: Enterprise, Performance, and Unlimited Editions. Each Salesforce Connect add-on license includes a set number of connections per adapter type. A Salesforce Connect add-on license is associated with a single Salesforce org. Salesforce Connect Adapter.
What is the difference between Salesforce Connect and Heroku connect?
Salesforce Connect works with a variety of data sources. Any OData 2.0 data source can be pulled into Salesforce with Salesforce Connect. Heroku Connect can expose a Heroku Postgres database to Salesforce Connect. Any Heroku app can provide endpoints that can be consumed with Salesforce Connect.
How do I connect SQL Server to Salesforce?
In the opened package editor, select Database or cloud app source type. In the Connection drop-down list, select SQL Server as a source. Below select Salesforce connection as a target and after that click the Add new link, which helps you to add and configure tasks.
How do I connect to an external database in Salesforce?
Add an External Data SourceFrom Setup, type External Data into the Quick Find text box. ... Enter OrderDB for External Data Source and name the data source OrderDB , and select Salesforce Connect: OData 2.0 as the type.On the next screen, click Validate and Sync.More items...
How do I access Salesforce external data?
Access External Data With Salesforce ConnectSalesforce Connect. ... External Data Sources With Salesforce Connect. ... Salesforce Platform Features Supported by Salesforce Connect. ... Access Data in Another Salesforce Org with the Cross-Org Adapter for Salesforce Connect.More items...
What is the difference between connected app and lightning app?
With the Lightning App Builder, you can combine various components on a single page to give your users what they need all in one place. Connected App: It is an application that can connect to Salesforce over Identity and Data APIs.
What is true about Salesforce Connect?
Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.
How do I transfer data from Salesforce to external?
Outbound Message An event in Salesforce pushes data to an external system. An outbound message uses a POST call to send a SOAP message (XML) from Salesforce to an external endpoint. Messages can contain up to 100 notifications each containing an object ID and a reference to the associated sObject data.
What is Heroku Connect?
Heroku Connect automatically synchronizes data between Heroku and your other Salesforce services, including the Lightning Platform. With Heroku Connect, your productivity apps built on Lightning can use services built on Heroku to deliver elasticity, data consolidation, and complex custom app architectures.
Can you use point and click in Salesforce?
Admins can use point-and-click tools to bring data in or connect data between Salesforce instances, and developers can code simple APEX adapters to connect data from any web service API. You can even seamlessly connect data between your Salesforce instances, no coding required. GET THE GUIDE.
Does Salesforce use a command prompt?
Salesforce CLI works best within the native Windows command prompt ( cmd.exe) and the Microsoft Powershell. We don’t recommend using Salesforce CLI with a Linux terminal emulator, such as Windows 10 Subsystem for Linux, cygwin, or MinGW, because support for bugs is limited.
Can you use npm to install Salesforce?
If you've installed Node.js on your computer, you can use npm to install Salesforce CLI. This method lets you install Salesforce CLI from the command line and can be especially useful for continuous integration (CI) use cases.
What happens if a lead doesn't have an account owner in Salesforce?
If a lead doesn’t have an ‘account owner’ in Salesforce, Intercom will find the ‘contact owner’. If they don’t have a ‘contact owner’, Intercom will find the ‘lead owner’. If there’s no match, the owner will fall back to the teammate who installed the Salesforce app.
What happens if you can't find a teammate in Salesforce?
If intercom cannot find a teammate in Salesforce with the correct permissions, it will fall back to the default behaviour, allowing Salesforce to determine the case owner. The “Created By” field will be populated in Salesforce with the teammate who installed the Salesforce app in Intercom.
What is mapping in Salesforce?
A mapping is established when objects (leads or users) with the same identifier (fields such as a customer number or email address) are found both in Intercom and in Salesforce . If duplicate objects exist, Intercom Users will be prioritized over Intercom Leads. In Salesforce, Contacts will be prioritized over Leads.
What happens if you change the owner of a lead in Salesforce?
If you change a lead’s owner in Salesforce, it will automatically update in Intercom. If you use the Salesforce app to assign owners, you won’t be able to manually change the owners in Intercom.
Can you sync Salesforce to Intercom?
Any read-only fields in Salesforce can't be synced from Intercom to Salesforce. Any read-only fields in Intercom can't be synced from Salesforce to Intercom. Next, select which attribute from Intercom and which field from Salesforce you want to map. Remember to map attributes with fields that have a compatible data type.
Can you map with email address in Salesforce?
Map using an email address. If you can’t use a unique value to match your leads and contacts in Salesforce, you can choose the option “Map using email address”. If multiple leads and users have the same email address, Users will be prioritized over Leads.
Does Salesforce automatically map to Intercom?
The Salesforce app will automatically map your Salesforce users to their Intercom teammate profile to keep lead and account ownership up to date. You’ll find the mappings under “Maintain lead and account ownership” in the Salesforce app settings:
Install the CLI with a TAR File
Salesforce CLI distributes TAR files that you can install on all supported operating systems. On Linux, the only way to install Salesforce CLI is with a TAR file.
Install the CLI with npm
If you've installed Node.js on your computer, you can use npm to install Salesforce CLI. This method lets you install Salesforce CLI from the command line and can be especially useful for continuous integration (CI) use cases.
Install Older Versions of Salesforce CLI
We recommend that you always use the latest version or release candidate of Salesforce CLI. However, we also understand that sometimes you might require an older version of the CLI. For these use cases, we publish JSON files that list the download URLs for recent versions of the installers and TAR files for each supported operating system.
Verify Your Installation
Verify your Salesforce CLI installation to ensure you’ve installed it correctly.
Before You Begin
In this module, we work across multiple Salesforce clouds, so here are a few things you should know.
Connect Marketing Cloud with Salesforce CRM
You’re ready to bring the power of your marketing data together with your CRM data—and Marketing Cloud Connect is here to help. Marketing Cloud Connect makes it possible to share data across your cloud solutions.
1: Review Prerequisites
It’s important to review the following requirements and work with your team to have them in place before you proceed with implementation.
