Search results
Click Find Content or Search All. In both cases, Salesforce CRM Content searches within the libraries that you have access to. If you click Search All, the search results display all the content in your libraries. For the Find Content search, your search results contain content that is relevant to the record; Salesforce CRM Content searches for ...
If you don’t already have your Trailhead Playground open, scroll down to the Challenge section and click Launch to open it. Click the App Launcher ( ), and click the Sales tile. (You may already be on the Sales app.) In the navigation bar, click Accounts. Click New.
The Salesforce Organization (Org) ID is the unique identifier for your Salesforce identity. Use the steps below to find it. Salesforce Classic: Click Salesforce Setup (might be located under your name) Below the Administer heading, click Company Profile. Click Company Information. Locate your Salesforce.com Organization ID. Salesforce Lightning:
Address Compound Fields. Standard addresses—addresses built into standard objects in Salesforce—are accessible in the SOAP API and REST API as an Address, a structured compound data type, as well as individual address elements. If you enabled Custom Address Fields, you can also add custom fields that mimic the standard address field behavior.
Salesforce is the world’s #1 AI customer relationship management (CRM) platform with more than 150,000 companies using our cloud-based software. Salesforce Customer 360, our complete suite of products, unites every team—sales, service, marketing, commerce, and IT — with Data + AI + CRM + Trust to help them connect with customers in a ...
Improve Dashboard Performance. Report and Dashboard Folders. Go Mobile with CRM Analytics. Salesforce provides a rich collection of standard report types that you can tailor to your unique requirements. You rarely need to create a brand-new repo...
Qn.1)When identifying processes to bring into Salesforce, look for: Qn.2)Three use cases for Finance on the platform are: C.Understand the Salesforce Architecture. Qn.1)Our trusted, multitenant cloud means you get: Qn.2)The Salesforce API is: Qn.3)Metadata refers to: D.Navigate Setup. Qn.1)The Company Information page is where you can find:
