Everything About Salesforce

Custom Object Email Tracking Email tracking is a method for monitoring the email delivery to the intended recipient. Email tracking tells you when an email recipient opens and reads your message. It will notify every time an email opened. Traditional read receipts v/s Email tracking ü   A traditional read receipt will ask recipient’s every-time, if you want to send back the response? Recipient’s might say “no” and sender will never know the email is opened or not. ü   While Email tracking is seamless and works silently in the background and doesn’t let’s recipients know that the email is already tracked by the sender. Benefits of Email Tracking ü   Makes the management of teams and employees more efficient ü   Saves time as people can follow-up when it is going to be most effective ü   Become more efficient as compare to email read receipts. ü   Improves communication, much in the same way you tweak your mass...

What is Account Territory Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. NOTE: same as Assignment rules for Cases and other objects, territories enables Account object sharing / assignment rules. A territory at-least provides Read access to the member irrespective of Account permissions. A user and Account can have multiple membership in territory i.e. single user can be part of multiple territory and an Account can also be a part of multiple territory. How territories can be defined in SDFC? Territory can be defined based on criteria such as: a.       Postal code b.       Industry c.        Revenue d.       Custom fields. What are the use of Territory in ...