Have you come across this common business ask to setup case hierarchy? if yes follow along →
2. In case, the standard UI doesn’t fit well and you would see a need for customization, WAIT!! , prior jumping to development check this utility on appexchange, if it helps→ Any record Hierarchy by Salesforce labs: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000MBe9WEAT
Have you seen?
Question : Does Salesforce offers anything in the project management to track end to end project and capabilities natively ? No- Not yet out of the box. perhaps soon..
However, if you wanted to have w/o putting any extra custom efforts and not re-design the wheel, then…
If you ever stuck in the situation where you are trying to import data from Sales / Service Cloud to Marketing Data extension and face this error.
Here is what you need to do to fix this.
Ever wondered → what are these options under named credentials and how you can benefit from them:
Let’s try understand the relevance of each one this
A. Generate authorization header — This setting lets the Named Credential (salesforce) generates the autoriztion header for you when making callouts. but at times…
What: This is not meant for any promotioning but if you wonder & come across any of the requirements to capture feedback on your knowledge articles and log them under Salesforce for your Knowledge managment team, take a look at this app.
Collect Feedback on Knowledge Articles and Take Action…
There are multiple ways to unsubscribe a subscriber from receiving communications in SFMC.
Now, lets look at different permutations to understand how one can do this and how it results in synchronizing status across platforms.
For SFMC → SFDC
A. Standard unsubscription center:
Lets see them both -
Email Services — is a feautre that let’s you handle & define automated processes as soon as the email hits your salesforce instance.(salesforce Org.) …
Your partners are your external users who could be anyone who works directly with your business and you as a brand see the need to share your operations CRM data with them to be able to a.) colloaborate and b.) share for operational reasons so that your external partners can…
Agenda: I am sure you might have come across everyone’s favourite & a common topic Consents Management and have gone through the lengthy discussions in order to define this from business and technology perspective
What I would like to do is share my experience working with different businesses and share…
let’s get started -