Slaesforce FAQ

how to set up new contact in appirio for salesforce

by Elinor Fay Published 2 years ago Updated 2 years ago

To create a Contact click inside the “Search Contacts…” box and select “+ New Contact” Here you can enter basic Claimant information, remember this is for your use only, you do not need to be detailed, simply enter the Claimants first and last name. When you have finished, click inside the box with the red asterisk that says “Account Name”.

Full Answer

What is contact record in Salesforce?

Contact records are used for individuals to store personal and business information. In contacts, we can store phone numbers, E-mail address. Department name, Fax etc. Last name field is required when creating a new contact in Salesforce.

Do accounts have more than one contact?

Both Contacts and accounts have a relationship with each other. Contacts are typically associated with an account. An account will have more than one contact.

What is Salesforce DX?

Salesforce DX is designed around modular development, a general best practice in software engineering. Whereas a single Legacy Salesforce project may include all of the metadata in an org, Salesforce DX architecture is based around many interrelated packages. An Amplify DX project for Salesforce DX helps simplify the process of developing and publishing a single package (or a group of closely-related packages that are always updated and installed together). For this reason, a single team will likely need several Amplify DX projects, each corresponding to a single code repository and CI/CD process. Updates to that project yield new versions of its packages, and those are installed dynamically in the target orgs.

Can you grant permissions to a group of projects in SonarQube?

You can also grant permissions to a group of related projects in SonarQube.

Does Salesforce have a trail?

We've prepared training material to help you get up to speed on Salesforce DX. Salesforce also has a trail on Salesforce DXthat we highly recommend.

Can Salesforce DX be used in GitLab?

An important part of our recommended workflow is to create feature branches for each story or issue you are working on. Salesforce DX also allows you to create "Review Apps" tied to GitLab Environments. The downside of this is that if those branches and environments are not deleted after they're no longer needed the project can become unnecessarily complex. To resolve this issue of unused branches and environments we provide an Automatic Cleanup Job that can be scheduled in GitLab to delete the branches that have already been merged into the master branch, and environments that are no longer in use.

How often does Salesforce add new features?

Salesforce adds new features to the Service Setup Assistant every release, three times a year. After you run the assistant once, we remind you each release to install new updates.

What Is the Service Setup Assistant?

With so many customer service features to choose from, an implementation may seem complex and time-consuming. You can use the Service Setup Assistant to simplify the process.

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