Monthly Archive: January 2018

Find Salesforce Edition

Description: This article will define how to check what Salesforce Edition and API version your organization is on. Classic: – Go to Setup | click the “Administer” setup section header if you have the Improved Setup User Interface in Salesforce Classic preference enabled otherwise, click the “Administration Setup” setup section header. Your current edition will …

What Is CRM?

CRM stands for Customer Relationship Management. This technology allows you to manage relationships with your customers and prospects and track data related to all of your interactions. It also helps teams collaborate, both internally and externally, gather  insights from social media, track important metrics, and communicate via email, phone, social, and other channels.  

Find Your Salesforce Org ID

Choose one of the following options to find your Org ID: Improved Setup User Interface (Enabled)  1. Select Setup | Company Profile | Company Information. 2. In the “Organization Detail” section, your Organization ID is listed in the “Salesforce.com Organization ID” field, starting with 00Dxxx. Improved Setup User Interface (Disabled) 1. Select <YourName> | Setup | Company Profile | Company Information. 2. In the “Organization …

Salesforce

What is Salesforce ? Salesforce is customer success platform, designed to help sell, service, market, analyze, and connect with customers. Salesforce has everything you need to run your business from anywhere. Using standard products and features, you can manage relationships with prospects and customers, collaborate and engage with employees and partners, and store your data …