Slaesforce FAQ

how to use config workbook in salesforce

by Brady Morar Published 2 years ago Updated 1 year ago
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Go the https://appexchange.salesforce.com 2. Click on Login button 3. Enter Personal Dev Org or Production Org login credential 3 4. Search Config Workbook and click on Config Workbook name

Full Answer

What is Salesforce configuration?

  • You’re using legacy quote configurators.
  • Revenue growth is outpacing your ability to operate.
  • You’re building a recurring revenue stream.
  • You need practical ways to implement more advanced business solutions, such as software with artificial intelligence built in.
  • You’re sending inaccurate sales quotes to prospects.

More items...

How to guides on Salesforce?

When considering where to get Salesforce benchmarks, you must consider some key factors such as:

  • The age of the pricing benchmarks
  • The company industries included in the benchmarks
  • The size of the companies in the benchmarks
  • The size of the deals and overall Salesforce investments
  • The products and editions in the agreements

What is deployment process in Salesforce?

  • Change Sets. At the time of this writing, Change Sets is still the most popular Salesforce deployment tool.
  • Eclipse IDE, VS Code and similar development tools. Firstly, Eclipse IDE or VS Code was designed to be a development tool, not deployment tool.
  • Ant migration toolkit.

What is the function of Salesforce?

What are the different roles in Salesforce?

  • Salesforce Administrator:
  • Salesforce Business Analyst:
  • Salesforce Developer:
  • Salesforce Functional Consultant:
  • Salesforce Platform Manager:
  • Salesforce Solution Architect:
  • Salesforce Technical Architect:
  • Salesforce Project Manager:

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What is config workbook in Salesforce?

Configuration Workbook salesforce is the tool to extract the metadata from Salesforce into an Excel format. It is used for comparing profile within org. Introduction: Configuration Workbook is the tool to extract the metadata from Salesforce into an Excel format.

What is the purpose of 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 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.

How many countries does Config Workbook work in?

We are committed to success and productivity of Config Workbook customers, in 1812+ cities across 74 countries . We're glad our customers are getting days worth of configuration reporting done in few minutes.

Is Config Workbook free?

All of the features in Config Workbook are FREE to use, we only charge for Ms Excel based reports generated out of app.

What is Salesforce Labs?

CATEGORIES Admin & Developer Tools , Salesforce Labs Use this package to configure the officially supported SalesforceA applications as Connected Apps in your organization. This package is usually pre-installed in your organization, but is available here in case you need to reinstall it.

What is Salesforce Inbox Control Panel?

CATEGORIES Sales Intelligence The Salesforce Inbox Control Panel allows you to manage your team’s deployment of the Inbox apps.

Does managed package count against org?

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.

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