CWB Tool can be install 2 ways: 1. From Salesforce AppExchange 2. From http://configworkbook.com Install Config Workbook from AppExchange 1. Go the https://appexchange.salesforce.com 2.
Full Answer
How to configure configuration workbench in Salesforce?
Steps to be followed for configuring Configuration Workbench: After Successful Installation, Go to App Menu > CWB Tool. From CWB Tool, under CWB Setup > Provide Batch size for query limit. Select Error Logs to logging all the errors.
How do I run a flow from another user in Salesforce?
Only users with the “Manage Force.com Flow” permission can run inactive flows. To allow other Salesforce users to run active flows directly, create a custom Web tab, link, or button pointing to the flow URL. Include the namespace prefix in the flow URL when pointing users to a flow installed from a package.
How to configure Cwb tool in configuration Workbench?
Steps to be followed for configuring Configuration Workbench: After Successful Installation, Go to App Menu > CWB Tool. From CWB Tool, under CWB Setup > Provide Batch size for query limit. Select Error Logs to logging all the errors. Click on Create Remote Access Setting for permitting the CWB tool access. Click on CWB Tool tab, Click on Settings.
How to install Salesforce data loader on Windows?
Then, download the data loader setup file on the machine by going into Salesforce environment Setup –> Data Management –> Data Loader. Choose the option “ Download Data Loader for Windows “. It will download the latest version of data loader setup file. Install it by following the setup wizard.
What is Cwb tool?
Configuration Workbook is the tool to extract the metadata from Salesforce into an Excel format. This tool is also used for comparing profile within org or with different org. List of Components supported by CWB Tool.
What is a configuration workbook?
The configuration workbook has one or more worksheets that contains the actual data used for the import operation. The user can modify data in the worksheet and import it into the database performing inserts of new records or updates to existing records.
What is Salesforce Workbook?
Description. Created as a complimentary resource to the Getting Started with Sales Cloud series of webinars and videos, the Salesforce Getting Started Workbook provides a collection of worksheets that will support your planning process, document your decisions, and speed up your implementation.
What is customization in Salesforce?
Salesforce customization refers to adding new features or functionality unavailable or not accessible in the default application environment. It involves custom development of code and includes external tools for developing functions that meet business needs.
What is a configuration workbook workday?
The configuration workbook is used to document customer configuration requirements. This workbook can be used to construct and validate the configuration in customer tenants.
What is field trip in Salesforce?
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.
View and Sort Your Cadence in Salesforce
When you're working within Salesloft, you still want to stay on top of your daily workflow. This is why you may want to view which Cadence steps are due on a particular day.
Run Cadence Steps from Salesforce
Inside of the Salesloft application, all Cadence steps are run from the side panel. When you run Cadence steps inside of Salesforce, you will also run the steps from the side panel.
Multi-touch Cadence Workflow in Salesforce
Multi-touch Cadence steps allow you to execute different types of Cadence steps back-to-back. This means you can leave a voicemail with a prospect and immediately follow with an email referencing the voicemail, or connect via social media followed by a phone call.
SLU: Running Cadence Steps in Salesforce (Video)
Want to know how to run Cadence steps in Salesforce, but prefer a video format? Visit Salesloft University to see the Running Cadence Steps in Salesforce video tutorial.
Why use flow in Salesforce?
Flows allow you to build complex business automation using clicks instead of code. As an admin, Flows are going to be your best friend because you will be able to handle the majority of complex business requirements without the help of a Salesforce developer! The benefit of Salesforce Flow is that they are easy to maintain because anyone ...
What is loop in Salesforce?
Loops allow you to handle multiple variables at once using collections. Data elements include Create, Update, Get, or Delete records. Essentially, any time you want to edit a record in the Salesforce database, you’ll need to use one of these Data elements.
