Apr 18, 2024 · Is There a Simple Way to Bulk Search Names? · Copy the column with the names · open a new spreadsheet · right click in cell A1 · paste special and choose "Transpose ...

Aug 1, 2023 · In my org, we have a source code field on all of our Contact records that indicate how we received that contact (organically, referral, purchased name, etc).

Feb 16, 2024 · Your journey is creating a contact in salesforce. You need the contact id of the created contact to use as a lookup to create another record in salesforce?

Oct 16, 2023 · To find the contacts without account you need to create a report type first having Contact as the main object. That report type will be used to get the contacts ...

May 27, 2023 · I had a go at this a few months ago and was only able to get salesforce to open with a generic search result for the inbound number, i couldn't get what I ...

Jun 6, 2023 · Hi Trailblazers, I want to create a field/way to track the emails that have been sent to a contact. I currently have a flow that sends contacts…

Feb 16, 2024 · I have two contact lookup fields on my case object. Our client wants to filter contacts for these lookup fields that have at least 1 matching Account in the ...

Feb 25, 2024 · I now want to see if a prospect/lead who filled out that form came from organic google search, google ads etc.. Is that even possible? I cant think of a way to ...

May 24, 2023 · I have an object that has lookup relationship fields "attendee#" to the "contacts" as the related object. Attendee 1, attendee 2, attendee 3, attendee 4, ...

Aug 2, 2023 · I'm currently exploring this, as I'm building a search application to sit on salesforce to better mass search my contacts with booleans and multiple identifiers ...