Alternatively, right-click the Modules folder and select Scan->More->Salesforce Scan from the context menu. In the Salesforce Credentials window, enter the following information: Enter Salesforce credentials Click OK. In the Select Modules window, select the Salesforce objects that you want to include in your scan.
Full Answer
How to integrate Salesforce with Outlook?
Pin the Salesforce Panel in Outlook Desktop So It’s Always Open Considerations for Outlook Shared Folders in Outlook Integration Gain Speed and Consistency with Email Templates Use Lightning Email Templates in Outlook and Gmail
What are some examples of module identifiers in Salesforce?
For example, the @salesforce/i18n module supports many identifiers including @salesforce/i18n/dir and @salesforce/i18n/lang. Some modules have a dynamic set of module identifiers.
How do I create a custom object in Salesforce?
On the New Custom Object tab, for Tab Style, select Trophy, and click Next. Leave tab visibility as is, and click Next. Under Add to Custom Apps, click Save. Leave Field Level Security unchanged for all fields. For Picklists, enter values separated by a line. Now that Barry has created the custom object, he needs to add the key fields.
How to build a business on the Salesforce platform?
Build a business on the Salesforce platform with the AppExchange Partner Program. Target your market, create a go-to-market plan, and build your team for your new business. Retrieve data related to your managed packages and visualize your data on a dashboard. Devise an app security strategy and prepare for a security review.
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What are the modules of Salesforce?
Salesforce's modules are known as clouds, like Service Cloud and Sales Cloud. You'll learn more about these clouds, including the features, advantages, and opportunities of each.
Which Salesforce module is best?
Salesforce Einstein Analytics training is one of the Salesforce modules of best-in-class application tools that place advanced AI technologies at the heart of the Customer Satisfaction Process making Salesforce the smartest CRM in the world. The Salesforce Einstein CRM is now the cleverest CRM in the world.
How do I create a module in Salesforce?
Enter the module's details.To add badge art, click the icon field (1). ... Enter a module title (2).Accept the suggested API name (3), or enter a unique name that you want to use instead. ... Enter a brief description for the module (4).Select the module's applicable filters (5).
How many modules are there in Trailhead?
There are 544 modules on the site (https://trailhead.salesforce.com) and you are free to play with and complete as many as you like.
Is Salesforce coding difficult?
Though Salesforce is extensive, it is not difficult to learn. If you put your mind and concentration into learning the Salesforce CRM and at the same time take up this online Salesforce Training course, you will be able to master Salesforce within weeks.
What are the most important modules in CRM?
What are the most important modules in CRM?Sales data.Reports.Call center.Documentation.Workflow.Sales performance.Chat integration.Role-based views.More items...
Is Salesforce a good career?
There is no doubt that the Salesforce economy is booming. From 2019 to 2024, IDC predicts that 4.2 million new jobs will be created in the Salesforce ecosystem. This means there is a huge opportunity to start a brand new career in one of the most exciting industries out there.
What's a module in Salesforce quiz?
A module is broken down into units. Each unit covers a subtopic within a module and has either a hands-on challenge or a quiz at the end. When you ace the quiz or complete the challenge, you get a healthy dose of points that add to the total displayed on your profile.
What is module in Trailhead?
Modules introduce you to specific topics in bite-sized units. Learn what a feature is, when it's helpful, and how to use it. Then test yourself with interactive challenges. Sort. Newest.
Does Salesforce require coding?
As Salesforce is a low-code or no-code application development platform, you don't need to have a coding background to become a Salesforce Developer which makes it a perfect career choice for you if you wish to launch your IT career without any prior coding experience.
How many Salesforce badges are there?
You can get up to 85 trailhead badges now with all of the modules and the projects. There are 67 modules and 17 Projects.
Where should I start in Trailhead?
Start blazing your trail with these Quick Start badges.Click your role and select the badge you want to earn.Sign into your Trailhead account, or create a new one using your favorite social login.Start your badge by clicking the first unit or step. Follow the instructions!
Introduction
So, now you know where to learn about what’s new in the release. But how do you decide which new features will be most impactful for your organization?
Keep It Simple
If you have, say, a few dozen users focused on a handful of core use cases, selecting and prioritizing features will be relatively quick.
Take It Further
If you’re thinking, “The simple approach isn’t going to work for me. I’ve got lots of users, use cases, plus several teams managing Salesforce” then have no fear!
Raise Your Game with Advanced Tools
With many use cases and features to evaluate and deliver, a basic spreadsheet list may get a little unwieldy. Luckily for you, there are some handy tools you can use to make things easier.
Create a Release Management Object
Barry creates a new custom object and adds a few simple fields to describe features, business impact, and implementation effort. Here’s how he does it.
Wrap Up
So where does this leave you? After following these steps, you’ll end up with a list of features to deploy, prioritized by business impact and implementation effort. You’ll also have a good idea about use cases and how to articulate the business value of features to your end users. This will be a crucial input to your user communication plan.
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.
A Dash of This, a Sprinkle of That
When you put together a quote, you’re working out what Infinity Solutions is selling and at what price. What you’re selling depends on what your customer is asking for. Although this process seems straightforward, there are some potential complications.
Behold, Product Selection Made Simple
After you create a quote, you add products. Salesforce CPQ makes it easy. You click Add Products to display a list of active products, and you simply check which products you want to include on the quote [1].
Bundles of Joy
Sometimes you have to sell products as a package because the component products depend on each other. With Salesforce CPQ, your Salesforce admin can group products in a set and enforce rules to ensure the set is complete and accurate. These sets are called bundles.
Lights, Camera, Action!
Cameras: The best streaming webcams often have 1080p or 4K resolution, making them well-suited for professional streamers and gamers. However, a webcam with a 720p resolution can also work just fine, especially if you’re on a budget.
Live Versus Recorded Events
In case it’s not obvious, doing an event live carries more risk and requires more preparation and planning. So as you prepare, consider if there’s a true need to deliver your content live.
Video Presentations
If you’re planning for multiple presenters, how do you want that to look? It might sound funny, but since presenters are physically apart, how do you want it to look when there is more than one person on the screen?
Salesforce User Basics
Get started with Salesforce and learn how to make it work for your bottom line.
Salesforce Platform Basics
Get introduced to the platform, navigate use cases, and build custom functionality.
Salesforce CRM
Learn how to use customer relationship management (CRM) software to grow your business.
Picklist Administration
Choose the right picklist field for the job, manage picklists, and share picklist values.
Duplicate Management
Resolve and prevent duplicate records to increase user confidence in your data.
Customize a Salesforce Object
Use picklists, filters, formulas, and other tools to customize an object in your org.
Lightning Experience Customization
Customize the Lightning Experience user interface without writing any code.
How to make sure a product will meet your needs?
Do a proof of concept. This is the big one. Once you move beyond the simple and moderate categories of project management, the only way to make sure that a product will meet your needs is to do a proof of concept. Most vendors will work with you to do this for free.
Is project management software one size fits all?
Project management software is most definitely not a one-size-fits-all proposition. To make it even more difficult, the devil is often in the details. Unless you dig deep, you may not know until it is too late that the option you selected is just not going to work for you.
Does Salesforce count against API usage limits?
The solution does not count against your API usage limits. You can leverage all the applications and integration tools on Appexchange. You can use the familiar built-in tools for building dashboards and reports. You can use the Salesforce administrator to manage your project environment.
Can a vendor pack a lot of different functionality in a single product?
This may be a good thing for a small organization, but not so much for larger organizations that have, for example, dedicated accounting systems or dedicated resource management systems. Chances are, the owners of those systems will not want to change to the solution offered by your project management system.
Is Salesforce a native solution?
If you are on the Salesforce platform, there are many advantages to implementing a 100% native Salesforce solution: All your data is stored within Salesforce. The solution has a similar look and function to Salesforce. The solution does not count against your API usage limits.
Learning Objectives
Lights, Camera, Action!
- Cameras: The best streaming webcamsoften have 1080p or 4K resolution, making them well-suited for professional streamers and gamers. However, a webcam with a 720p resolution can also work just fine, especially if you’re on a budget. If you have no budget, many laptops have a built-in camera or if you have a high-quality phone camera you can use this. Pre-recording progr…
Live Versus Recorded Events
- In case it’s not obvious, doing an event live carries more risk and requires more preparation and planning. So as you prepare, consider if there’s a true need to deliver your content live. Can you record it ahead of time, edit it to perfection, and then press play at go time? Direct your speakers to talk in present tense, the tense of “today,” to keep content fresh. It’s still important to engage t…
Video Presentations
- If you’re planning for multiple presenters, how do you want that to look? It might sound funny, but since presenters are physically apart, how do you want it to look when there is more than one person on the screen? There are ways to make it look like your presenters are together or to make the separation look intentional. Again, close your eyes and imagine it in your head. What do you …