Salesforce Optimization - gettectonic.com - Page 8
Configuring Revenue Management
24Jan

Configuring Revenue Management

Configuring Revenue Management for Automated Population of Recognition Templates and GLAs Revenue Management can be set up to automatically populate the recognition template and GLAs on your source records based on their revenue recognition treatment. How It Works Revenue Management assigns the correct recognition template to a source record by following these steps: Setting Up the Flow To use this functionality, you must build a Salesforce flow that triggers an Apex action. Follow these steps to create a flow for each source object: Below is an outline for creating a flow for the Order Product (OrderItem) source object: Creating the Flow for Order Product (OrderItem) The flow will trigger when you save or update an order product that meets the conditions for inclusion in recognition processes. Repeat for Other Source Objects Repeat the above procedure to create flows for each of the remaining source objects: Invoice Line, Credit Note Line, and Usage Summary (if used). Ready? By following these steps, you can efficiently configure Revenue Management to automate the population of recognition templates and GLAs, streamlining your revenue recognition processes. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 24, 2022in Salesforce Development Services, Salesforce Optimization, Salesforce Revenue Cloud
better data better forecast
04Nov

Joined Report in Salesforce

What is a joined report in Salesforce? A joined report in Salesforce consists of up to five report blocks , which you add to the report to create multiple views of your data. For each block, you can add regular and summary fields, create standard and cross-block custom summary formulas, apply filters, and sort columns.  A joined report can contain data from multiple standard or custom report types. What is the drawback of joined reports in Salesforce? Salesforce Joined report limitations A joined report in Salesforce is a report that allows you to show data that shares a relationship with one or more objects. Joined reports are often used when objects are not in parent-child relationships, such as Accounts and Opportunities. Advantages of Using Joined Reports What report types can be converted into joined reports? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 4, 2021in Salesforce, Salesforce Optimization
Marketing Cloud for Nonprofits
05Aug

Marketing Cloud for Nonprofits

Introducing Marketing Cloud for Nonprofits: A Comprehensive Overview A brand-new edition of Salesforce Marketing Cloud tailored specifically for nonprofit organizations has arrived – Marketing Cloud for Nonprofits. This specialized edition comes with discounted licensing and includes pre-defined email templates and journeys crafted for nonprofit use cases, with more exciting features planned for future releases. So, how can nonprofits leverage Salesforce Marketing Cloud? What sets Marketing Cloud apart from other digital marketing tools? And most importantly, is Marketing Cloud the right fit for your nonprofit? Marketing Cloud for Nonprofits Utilizing Marketing Cloud for Nonprofits For those involved in nonprofit work, this offering brings significant advantages: Why Choose Marketing Cloud Over Other Tools? Salesforce Marketing Cloud (SFMC) stands out for leveraging your supporter data effectively for marketing purposes. Is Marketing Cloud for Nonprofits Suitable for You? Consider using Salesforce Marketing Cloud if your nonprofit: Pricing and Investment The introductory pricing for Marketing Cloud for Nonprofits starts at £400/€500 per month and offers flexibility to scale as your marketing needs grow. Explore additional contact allowances and sending capabilities as you expand your fundraising efforts. In the nonprofit sector, value for money is essential. The Marketing Cloud for Nonprofits edition provides an opportunity to explore SFMC’s potential with an initial investment. As you witness the fundraising benefits, consider scaling up and exploring advanced features offered by SFMC. Engage with Salesforce partners to navigate your Marketing Cloud journey effectively, and consult with your Salesforce Account Executive (AE) to assess if Marketing Cloud for Nonprofits aligns with your organization’s goals. To learn more about Salesforce products tailored for nonprofits, visit Salesforce.org and kickstart your journey towards impactful fundraising and supporter engagement. To discuss installing and implementing Marketing Cloud for Nonprofits, contact Tectonic today. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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August 5, 2021in Salesforce for Nonprofits, Salesforce Marketing Cloud, Salesforce Nonprofit Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce
02Aug

Mobile Connect Salesforce

Create, send, receive, and track SMS and MMS text messages using MobileConnect. Send alerts and transactional messages to subscribers using templates and a drag-and-drop interface. How does mobile connect work? Simple. By matching the end user to their mobile phone number, Mobile Connect empowers the user to confirm his/her identity online, and authorize transactions such as payments, sharing only the personal data that’s essential for completing the transaction. A list of essential tasks to help you get started using MobileConnect. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 2, 2021in Salesforce, Salesforce Managed Services, Salesforce Optimization
Implications for the DMP Landscape
24Jul

Implications for the DMP Landscape

Salesforce Sunsets Audience Studio: Implications for the DMP Landscape Salesforce recently announced the discontinuation of Audience Studio, their Data Management Platform (DMP) acquired five years ago as Krux. This move raises questions about the future of DMPs in the evolving digital landscape. Implications for the DMP Landscape. Current State of DMPs Understanding the context and future of DMPs requires examining their current functionality and limitations: Inherent DMP Limitations Salesforce’s decision to sunset their DMP highlights several critical limitations inherent to the technology: DMP Strengths Despite these limitations, DMPs still offer value in certain areas: Uncertain Future of DMPs The future of DMPs is uncertain as they primarily serve media optimization reliant on third-party cookies. While evolution in the post-cookie world is possible, it requires significant changes in technology and adtech provider support. Advantages of CDPs CDPs address many of the shortcomings of DMPs and offer several advantages: Challenges and Future Developments The quest for a comprehensive view of the customer journey remains challenging due to data silos within major platforms like Google, Facebook, and Amazon. However, emerging technologies like Google’s Federated Learning of Cohorts (FLoC) offer potential solutions for privacy-preserving data sharing. Strategies for Marketers Marketers need to focus on building first-party data sets and quantifying their value. This involves: Transitioning from DMP to CDP For brands transitioning from DMPs to CDPs, selecting the right CDP is crucial. Key features to look for include: Conclusion The discontinuation of Salesforce’s Audience Studio reflects broader trends and challenges within the DMP category. As the digital landscape evolves, CDPs are emerging as a more effective and future-proof solution for managing and leveraging customer data. Brands must adapt by investing in robust CDP solutions that offer comprehensive, customer-centric data management and engagement capabilities. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 24, 2021in Salesforce Data Cloud, Salesforce Optimization
Salesforce Sales Cloud
25May

Salesforce Sales Cloud Process Flow

Salesforce Sales Cloud, a fully adaptable CRM solution, consolidates customer information into an integrated platform that encompasses marketing, lead generation, sales, customer service, and business analytics. Salesforce Sales Cloud Process Flow saves time. Additionally, it offers access to a myriad of applications through the AppExchange. Here’s a guide on how to set up a Salesforce Sales Cloud process flow: Understanding the Salesforce standard object architecture is necessary when setting up a sales process: Mapping your selling path involves: Establishing an activity tracking process: Building a Salesforce sales process requires time and effort but provides a robust framework for sustained growth. Organizations that can define and map their unique selling path, have clear sales stages, and ensure strong adoption being more efficient in reaching revenue goals. Need help? Contact Tectonic today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 25, 2021in Salesforce Optimization, Salesforce Sales Cloud
Salesforce Service Cloud Voice
05Apr

Salesforce Service Cloud Voice Explained

At times, communication is more convenient over the phone. Your customers know that. And they expect you to know it too. Salesforce Service Cloud Voice enables agents to handle calls, address customer concerns, and make outbound calls directly from the Service Console. This feature allows companies to efficiently manage customer phone interactions within the Salesforce platform and the Omni-Channel. Despite the growing prevalence of digital engagement across multiple channels, a significant 93% of customers still prefer using the phone to seek assistance. Salesforce Service Cloud Voice offers several advantages, including the streamlined centralization of communication channels. Businesses can integrate their phone systems, such as Interactive Voice Response (IVR) and Automatic Call Distribution (ACD), seamlessly into the Sales Cloud with this powerful platform. Key features of Salesforce Service Cloud Voice include: Salesforce continuously enhances its Service Cloud CRM platform, introducing new tools for Contact Center as a Service (CCaaS). Service Cloud Voice, digital engagement, and omnichannel routing are among the recent additions to the platform, offering advanced telephony capabilities natively integrated within Salesforce. To enable Salesforce Service Cloud Voice with Partner Telephony: Service Cloud Voice integrates seamlessly into the Service Console alongside other channels. This virtual help desk provides a 360-degree view of each customer and their requests. Agents utilize Service Cloud Voice to capture customer information from voice calls and various digital channels, including email, chatbots, web chat, social media, online communities, and SMS messaging. The combination of the console and Voice creates a unique experience, bringing together telephony, digital conversations, and customer relationship management (CRM) data in one unified platform. Salesforce also offers Einstein Bots, AI-powered chatbots integrated directly into the CRM through the Einstein 1 Platform. These chatbots automate personalized and intelligent service, enabling faster resolutions and task automation by leveraging Salesforce data. Content updated January 2024. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more

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April 5, 2021in Einstein 1 Platform, Salesforce Einstein, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud
Lightning App Builder
22Jan

Lightning App Builder

What is a lightning app builder? Lightning App Builder is new software that allows you to build a website in minutes. With LAB, you can design your website with minimal technical knowledge or coding. What are the key benefits of lightning apps? In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app. Your users are busy. They’re closing deals, providing top-notch service, and marketing to your prospects and customers. By creating customized pages, you can put key information at your users’ fingertips and provide them with an easy interface to update and add records. The LAB is a point-and-click tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place. But that’s not all. When you edit a Lightning app from the App Manager in Setup, you’re brought into the Lightning App Builder to manage the app’s settings. You can update the app’s branding, navigation, options, and manage the Lightning pages assigned to that app all in the Lightning App Builder. Building an app in minutes without experience may sound optimistic, but that dream is a reality with Salesforce’s Lightning App Builder. With the Lightning App Builder, you can build: Which three standard component types are available in the LAB? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 22, 2021in Salesforce Optimization
Salesforce Standard Objects
01Oct

Salesforce Standard Objects

Standard objects in Salesforce are crafted to support various business functions, including marketing, sales, services, and support. They play a pivotal role in managing workflows and efficiently handling comprehensive data. The following are examples of Salesforce standard objects: Account, Campaign. Contact, and Opportunity. Definition of Standard Objects: Salesforce Standard Objects Identifying and Searching for Standard Objects in Salesforce: To view all standard and custom objects available in your organization, click the plus icon (+). Record tabs provide access to specific object records, allowing users to view, edit, and create records from a list. Standard Objects Related to Accounts: Examples of standard objects related to accounts include accounts, contacts, opportunities, leads, products, campaigns, cases, users, contracts, reports, and dashboards. Custom objects, on the other hand, store unique information created by users. List of Main Standard Objects: Difference Between Standard Objects and Custom Objects: Standard objects, like accounts and contacts, come with Salesforce by default, while custom objects are created by users to store unique information. Identifying Standard and Custom Objects: Custom objects can have unique fields, relationships, and logic tailored to specific business needs. Standard objects are pre-built by Salesforce. Relationship Between Standard Objects: An example is the relationship between Account and Contacts, often a one-to-many lookup relationship where the Account ID is a field on a Contact, representing the association between the two. Editing Standard Objects: Users cannot rename certain standard objects designed for specific functions, but customization is available for custom objects and reports. Field Limit for Standard Objects: An organization cannot have more than 800 custom fields, with specific limits per object depending on the edition. Standard Object ID in Salesforce: Salesforce IDs usually have 15 or 18 characters, and the object ID refers to the first three characters from the Salesforce ID. For example, an Account object ID may appear as “001F000000gkM5s.” Person Account in Salesforce: Person Account is not a standalone object but shares features like page layouts, compact layouts, and record types with object-like functionalities, using Contact fields when viewing Account fields. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 1, 2020in Salesforce, Salesforce Optimization
Salesforce AppExchange
06Jun

Implementing Tools From AppExchange Salesforce

How to install Salesforce AppExchange tools.  Salesforce AppExchange tools are great applications to extend your Salesforce instance. The AppExchange is full of solutions that allow you to easily add extended capabilities to your Salesforce org. Note that you’ll need the permission “Download AppExchange Packages” to do this.  Many organizations will have their Salesforce Administrator or a third party Salesforce Partner like Tectonic assist.   To get started, follow these steps: 1. Navigate to the Salesforce AppExchange. Do this in a new browser tab. And if you’re not logged in, log in and make sure that your org is connected to your trailblazer.me account.2. Look for a solution to install.3. After reading through the app listing, you can select Get It Now.4. Decide which environment to install the app in. It’s best practice to install and test in a sandbox first, Tectonic can assist.5. Verify that you agree with the terms and conditions and any other prompts for information.6. You’ll be redirected to sign in to your org.7. Now select who the app should be installed for – everyone, admins only, or custom.8. After a moment, the app installation will be complete and your app will be visible on your list of managed packages. Salesforce AppExchange tools Downloading and installing apps from the AppExchange can be tricky.  Tectonic is here to help.  Contact us today if you need assistance selecting, downloading, or implementing tools from the Salesforce AppExchange. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 6, 2020in Salesforce Optimization
Summary Formulas and Row Level Formulas
22Apr

Summary Formulas and Row Level Formulas

Salesforce report formulas serve various purposes, from grouping records to performing calculations and comparing data. In the Salesforce Report Builder, you’ll encounter two distinct types of formulas: Summary Formulas and Row-Level Formulas. Although they may sound similar, they serve different functions. Summary Formulas operate across multiple records, displaying their results at the bottom of a column. Conversely, Row-Level Formulas pertain to a single record and display their results directly on the corresponding row. Let’s dip into examples of both Row-Level and Summary Formulas to understand their applications in Salesforce reports. Example 1: Total Opportunity Amount Suppose your boss requests a report showing the total Opportunity Amount broken down by Country. In this scenario, you wouldn’t require a Summary Formula field. Instead, simply select the Opportunity Amount field and check the SUM checkbox. If you include a grouping based on Country, the report will automatically generate a summary line. Example 2: Average Monthly Case Volume for a Specific Product Now, imagine the support team asks for a report indicating the monthly average of Cases for a specific Product over the past year. Here, you’d utilize a Summary Formula. Ensure the Product field is set as a ‘Group By Row’ field, then select Summary Formula from the Columns drop-down. Create the formula by dividing the Record Count by 12 (the number of months in a year), and assign a column name, such as “Monthly Avg Cases.” Example 3: Checking Field Value Matches For another scenario, let’s say you’re tasked with verifying that at the Case level, the Billing State matches the Shipping State of the associated Account. With Row-Level formulas, you can accomplish this without creating a new field. Add a Row-Level Formula from the Columns drop-down, then create an IF statement comparing the Billing State to the Shipping State, resulting in either 0 (not matching) or 1 (matching). It’s valuable to note some considerations regarding Row-Level formulas, such as the limitation of one Row-Level formula per report and a maximum of five referenced fields. Additionally, Row-Level formulas cannot be used for cross-filters or buckets. Refer to Salesforce documentation for more details on restrictions. In conclusion, understanding the distinction between Row-Level and Summary Formulas empowers you to leverage the appropriate formula type effectively in Salesforce reports, optimizing your data analysis and decision-making processes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 22, 2020in Salesforce, Salesforce Development Services, Salesforce Optimization
Salesforce Dialer
09Oct

Lightning Dialer Salesforce

What is Lightning Dialer Salesforce? Lightning Dialer Salesforce offers an outbound calling product with the option to add inbound calling functionality. You can pay for just the total number of minutes your entire org uses (in blocks of 1,000 minutes). Salesforce recommends first choosing the right Sales Dialer edition for your business needs. Is Salesforce dialer a VOIP? Telephony integration enhances communication and streamlines workflows by allowing users to handle calls, track call data, and access customer information all in one place. Telephony in Salesforce is done through a VOIP (voice over internet protocol) service. What is the difference between power dialer and auto dialer? Power dialing focuses on having a live rep for every moment of every call, so no calls can be made when agents are busy. They connect less qualified prospects to sales reps. With auto dialers, each prospect has to show interest before speaking to a salesperson. Multi-tasking with Lightning Dialer lets your Reps multi-task, all while speaking to your customers and take notes, bundle products, and finalize details. 2. Boost connect and Receive inbound calls: Lightning Dialer also allows your customer service reps to receive Inbound calls at only a little extra cost. Salesforce Lightning Dialer is now Sales Dialer. Content updated February 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 9, 2019in Salesforce Optimization
Salesforce Objects
08Jun

Lookup Relationship in Salesforce

What is Lookup relationship in Salesforce? Salesforce’s lookup relationships is a significant capability that allows users to connect two objects and establish a parent-child relationship between them. To effectively manage records, this feature is essential for organizing your data. What are the different types of lookup relationships in Salesforce? A Lookup relationship is a type of relationship that simply joins two things together such that you may “look up” one object using the associated elements on another object. There are two types of lookup relationships in salesforce that is: one-to-one and one-to-many. A one-to-one relationship might be a contact related to an account. A one-to-many relationship might be locations related to an account. What does a lookup relationship do? With a lookup relationship, you can: Link two different objects. Link an object with itself (except for the user object; see the Hierarchical section in this topic). For example, link a custom object called Bug with itself to show how two different bugs are related to the same problem. What is the basic difference between lookup relationship and master detail relationship? It does not depend on any other objects, whereas a master-detail relationship has an association with other records. On the other hand, the lookup relationship is just a reference. It can be even blank or NULL. In the database, we can pull the data from particular fields based on the reference keys easily. How many Lookup relationships are allowed in an object in Salesforce? You can have a maximum of 40 lookups on an object. You can have a maximum of two master details on an object. No cascade delete. How does lookup work in Salesforce? Lookup fields appear with the search icon on record edit pages. Clicking the icon opens a lookup search dialog that allows you to search for the record that you want to associate with the record you’re editing. There are two main types of lookups: standard and enhanced. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 8, 2019in Salesforce, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud

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