Jul 8, 2015 · I have a SF contactID. I am trying to use the contactID to search for the contact record, but it doesn't work if I put it in the search bar.
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When an agent adds a participant to a call, Salesforce provides a UI to search for transfer destinations.
Under Choose a Call Center, select a version of the call center definition. Under Contact Search, review the Client Search Settings. By default, all settings ...
Get search results that are more actionable and tailored to how you work in Salesforce. Whether you're searching for records, knowledge articles, or across ...
Oct 28, 2015 · Go to Setup->Customize->Contacts->Search Layouts Click "Edit" on the Lookup Dialogs row, and add the email field. What the heck, just add the ...
Apr 13, 2023 · We just want to search two Salesforce fields to see if a registrant's email appears in either one. So, in SQL terms, something like this: SELECT ...
Jul 10, 2023 · SalesForce Connector - Contact Search\Lookup ... We are testing out the SalesForce Cloud CTI connector and for the most part things work great.
Create a contact if a search of the Salesforce Contacts I've already created doesn't come up with a match on the full name input from the spreadsheet. Create a ...
Jul 9, 2020 · Is there a way to have multiple search values in zaps before new contacts are added to Salesforce? For example, we have zaps from Shopify, ...
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Apr 6, 2016 · Searching for a contact record by last name won't return results unless the last name is typed out in full. Is there any way to improve this?