Jul 4, 2023 · You need to export the accounts with the unique ID along with the account record ID. Then run a vlookup in Excel to match the contacts with the ...
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Apr 9, 2024 · Hey everyone,I've got a bit of a puzzle here with person accounts and contacts in our system, and I could use some of your wisdom!
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Jul 26, 2023 · Hi there! I've watched 10+ videos and am still hitting a roadblock. Please help! I want to import a list of Accounts and Contacts which ...
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Aug 1, 2023 · Hey all, In my org, we have a source code field on all of our Contact records that indicate how we received that contact (organically, ...
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Mar 4, 2024 · Hello! I have recently started using Account Engagement (pardot) from salesforce. We create dynamic list and send list emails to this.
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Jul 27, 2023 · I need to update description field on opportunity whenever a call is logged related to that particular opportunity.
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May 3, 2024 · Hey everyone! Exciting news! We've developed a new app: Salesforce for Miro, that seamlessly imports Salesforce records directly onto Miro ...
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