What is Salesforce Nonprofit CRM Software? Salesforce Nonprofit Cloud software is an end-to-end platform that is designed for fundraising organizations, educational institutions, and other nonprofits entities to expand their reach digitally, deepen their connections with the people, streamline their internal management by keeping track of the people they work with, [...]
What is education cloud? Education Cloud is a CRM for education that unifies prospects and student data into a single source of truth and deliver personalized experiences at scale. Education Cloud provides a 360-degree view of student and institutional data. This means that staff can see everything related to a student [...]
Einstein Chatbot Implementation: 1.We must enable Chat in our org before enabling Einstein Bot. Go to Setup, in Quick find search Chat, then select Chat Settings. Click Enable Chat. 2.To use our Einstein bot, we must connect it to a Chat implementation or a Messaging channel. We can also connect both together [...]
What is Salesforce Experience Cloud? What is Experience Cloud used for? Salesforce Experience Cloud is a platform integrated into Salesforce that allows you to build online communities and establish a point of contact with customers, partners or employees. In other words, with Experience Cloud your company can establish a [...]
Salesforce Optimizer: Salesforce Optimizer report is the feature introduced in Spring-17 release. After this updated couple of versions from sprint -17 to winter-21. The report provides recommendations on features which would help in optimized Salesforce implementation. It’s a dynamic yet simple tool that analyzes your org to find out where [...]
What is a Salesforce Health check? The Salesforce Health Check is a tool that rates the overall security health of your Org, allowing users to identify vulnerabilities and monitor the effectiveness of their security settings — either against Salesforce’s out-of-the-box standard or a custom baseline. The tool scans all [...]
A lookup relationship is an object relationship method. A field that uses a lookup method gets the value of a field from another Object, is called a lookup method. For example, An employee record that contains a field named Emp contact. Which is in the lookup relationship with the contact [...]
Unique Id There cannot be the same employee id for two employees so when we get the employee id. It should be unique so we can use the unique id option in the field. How to enable unique id values on a field? External Id 1)Text 2) [...]
Field history tracking is used to see who made the changes to the field or updated or created the field. By enabling this field tracking option, it keeps track of the changes made to the field. How to enable field tracking. Object manager → Object →Fields and relationship → field [...]
Freeze User vs Active User in Salesforce [...]