How do I integrate Salesforce with Azure Data Factory?
Use the following steps to create a linked service to Salesforce in the Azure portal UI. Browse to the Manage tab in your Azure Data Factory or Synapse workspace and select Linked Services, then click New: Search for Salesforce and select the Salesforce connector.
Why add users to your Salesforce account?
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.
How do I create a custom object in Salesforce?
Get things rolling by uploading the spreadsheet to your Salesforce org. Open this spreadsheet and save it. Make sure it’s saved as Vehicle_Interest.csv. Click the setup cog and select Setup. Click the Object Manager tab. Click Create. Select Custom Object from Spreadsheet . Click Log in with Salesforce.
How can Salesforce Marketing Automation help your business?
Salesforce has an aggregated wealth of marketing automation software resources that you can use to discover how marketing automation platforms, like Salesforce Marketing Cloud, can transform how your business finds new customers. On this marketing automation software resources page, you’ll find reports, white papers, webinars, and videos.
How to get more subscribers on newsletter?
So, let's say you want to get more newsletter subscribers. But you don't want to just get anyone, right? You want to find people who are similar to your best subscribers. To do that, first define what makes a great subscriber. You can look at a variety of factors, including: 1 Which newsletters a customer has subscribed to 2 Which emails they have opened 3 What links they have clicked 4 Purchase history, especially for items you show in your emails
How did Fonteva increase engagement?
Fonteva needed to increase the engagement rates of the email campaigns it used to nurture existing prospects. Fonteva did this by adding advertising to the mix. Rather than just communicating with its customers via email, Fonteva used Advertising Studio to reach them on Facebook.
What is the most common acquisition use case for marketers?
One of the most common acquisition use cases for marketers is growing their email subscriber or prospect bases, in order to eventually convert them to paying customers. So, let's say you want to get more newsletter subscribers.
Can Facebook build audiences?
Facebook can automatically build these audiences for you, you can also use Google’s platform (with a feature called Similar Audiences), or you can use Audience Studio to have Salesforce build lookalike audiences using Einstein-powered models based on your own data. With Advertising Studio, you can use your own first-party customer data ...
See Salesforce CDP in action
See first-hand how Salesforce CDP helps you collect and unify all your customer data — so you can humanize every moment.
Build smarter audience segments with data from anywhere with a user-friendly, drag-and-drop platform
Build highly targeted customer audience segments with custom strings of contact- or event-level data from marketing, commerce, sales, or service.
Activate data from anywhere across your organization for more connected, personalized experiences
Activate your customer data across any advertising, messaging, or engagement platform — from Marketing Cloud, to Commerce Cloud, or an external platform of your choice.
Discover the latest innovations in Salesforce CDP
Connect Salesforce CDP to commerce data, and personalize every interaction with ecommerce insights (currently in pilot).
Introduction
As the sales manager at the Ursa Cloud Motors car dealership, you’ve instructed your team to ask each visiting customer to fill out a form that captures their contact information and some basic vehicle preferences.
Update Your Playground Password
Let's get started by opening your Trailhead Playground. Scroll to the bottom of this page and click Launch. If you see a tab in your org labeled Get Your Login Credentials, great! Follow the steps below.
Upload Your Spreadsheet
Now it’s time to kick the tires of Lightning Object Creator. Get things rolling by uploading the spreadsheet to your Salesforce org.
Map the Fields
Time to pull over to make sure you properly map the spreadsheet data to the Salesforce data. As you may have noticed, Lightning Object Creator inspected the spreadsheet and made a best guess about the field names and types. Don’t worry, field names and types can be edited.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
What is a softphone in Salesforce?
Remember, the softphone is just an on-screen phone. It’s used to make, receive, transfer, and hold phone calls through Salesforce. How a softphone looks and what you can do with it is determined by the Open CTI integration created by a developer or partner; but every CTI integration gives you some sort of softphone.
How to add utility item to CTI?
Click Utility Items, then click Add Utility Item . In Search..., enter Open CTI Softphone and select it. Click Save. In User Profiles, make sure that your profile is assigned to the console app. If it’s not, add it and click Save. Click Back. By completing a few simple steps, Maria has added a phone support channel to connect with Ursa Major ...
What is setup mode in Salesforce?
A password-protected setup mode is provided to allow administrators to manage creation and setup of all jobs within the network. For smaller operations, the administrator and user are typically the same person. A daily audit trail is maintained in friendly XML or JSON to keep track of all scanning and import activity. Administrators can easily switch between multiple Salesforce Orgs, and edit a variety of parameters, such as allowing an automatic login to Salesforce or requiring an explicit login at each session. Total control is in your hands.
What is ccscan in Salesforce?
ccScan enables you to easily search Salesforce records in order to attach documents using SOQL (Salesforce Object Query Language) queries. ccScan Advanced offers several search and creation methods, including automatic capabilities based on detected barcode values or found from patterns in text extracted with OCR (optical character recognition). You are able to even drag & drop URL addresses of Salesforce detail pages open in your browser directly to ccScan, instead of using its lookup functions.
Does CC scan store Salesforce passwords?
Security is paramount in the digital world, and ccScan takes the security of you and your business very seriously. ccScan does not locally store any Salesforce usernames or passwords by default. Your documents and settings are transferred directly from your PC to Salesforce without first uploading them to any intermediate web servers. Documents are safeguarded with Secure Hypertext Transfer over Secure Sockets Layer (SSL) while transferring to and from the Cloud provider. All jobs are fully protected by password and powerful built-in .Net encryption.
Can you scan a Salesforce document?
With ccScan, you can scan or import documents as Salesforce Attachments directly into the Notes & Attachments section of any Standard or Custom record. It permits you to search, access, and apply settings such as document name, description, and privacy.
