Data Import wizard, that’s provides a unified interface that lets you import data for a number of standard Salesforce objects, including accounts, contacts, leads, and solutions. The Data Import Wizard also lets you import data for custom objects. Difference between Existing Wizard and Data Import Wizard Below are the major
Tag: Con 201
Importance of Opportunity Contact Role in Salesforce
Opportunity Contact Role represents the role of Contact/Person account on an Opportunity. There is many-to-many relationship between Opportunity and Contact, through a junction object called OpportunityContactRole. In an opportunity, you may add many opportunity contact roles. There is no restriction on Account from which the Contact can come, you can add
Trigger On Opportunity Team Member
An opportunity team is a set of users that normally work together on sales opportunities. A typical opportunity team might include the account manager, the sales representative, and a pre-sales consultant. As soon as you assign members in your Opportunity team and if you want to assign some task to
Add a Custom Button In List View
You often come across the requirement to add a button in the list view for some objects ( In this example, I am talking about the Account list view). Guided Practice (We-do): To add a button in the list view, perform the steps below: Navigate to Setup | Object Manager