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Track and manage your potential deals with Salesforce opportunities. Opportunities are deals in progress. Opportunity records track details about deals, i.
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Mar 27, 2024 · Regarding solution I suggested, it's described here - https://help.salesforce.com/s/articleView?id=sf.sso_provider_openid_connect.htm&language= ...
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Give website visitors, customers, partners, and service agents the ultimate support tool. Create a knowledge base of articles that can be securely shared.
Sep 11, 2023 · Hi all - former Salesforce user here. One of the features I loved was the Salesforce Console view (see below). It kept me productive with ...
Mar 8, 2024 · Solved: I've been asked to setup a way that my sales teams managers can view all their demo recordings that are currently stored in Cloud ...
Engage with members of your loyalty program and your customers on your company's website and external portals by using member engagement widgets. Create widgets ...
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Enable Einstein Copilot, manage user access, and configure your copilot's settings.Required Editions Available in: Lightning Experience Available in: Ente.
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A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users' function.
Jan 5, 2024 · One approach would be to build a simple Flow in Salesforce that has a variable for the Case number, and pass that in as a URL parameter, as doc' ...