D365 vs salesforce
[PDF File] Workday Adaptive Planning Integration
http://5y1.org/file/23365/workday-adaptive-planning-integration.pdf
Workday Adaptive Planning has successfully delivered over 4,000 integrations across more than 350 unique source systems including Oracle, SAP, NetSuite, Sage Intacct, Microsoft Dynamics (Great Plains), Salesforce, Deltek Vision, Epicor, Sage, Plex, Multiview, and many more. Our Workday Adaptive Planning professional services team offers success ...
[PDF File] Outlook Integration Implementation Guide - Salesforce
http://5y1.org/file/23365/outlook-integration-implementation-guide-salesforce.pdf
The Outlook integration uses publisher layouts to define the global quick actions such as creating contacts, leads, and opportunities. The integration includes a default set of actions. To give users access or to deny access to certain global quick actions within the integration, add or change the publisher layout.
[PDF File] Workday Integration Cloud Connect
http://5y1.org/file/23365/workday-integration-cloud-connect.pdf
from Salesforce, helping you to automate the onboarding process for your project. Cybersource connector enables Workday customers to accept payments from their customers via credit card. Cybersource is a PCI-compliant third-party solution that manages credit card authorisation and payments. Payments connector supports a variety of payment
[PDF File] Salesforce to D365 Assessment
http://5y1.org/file/23365/salesforce-to-d365-assessment.pdf
Salesforce to D365 Assessment Migrating from Salesforce to Dynamics 365 allows for easier integration with your Microsoft technology stack. Streamlined and often times lower licensing costs, Dynamics 365 provides additional functionality that Salesforce CRM does not offer. With extensive experience in the Microsoft ecosystem, we have
[PDF File] SOQL and SOSL Reference .com
http://5y1.org/file/23365/soql-and-sosl-reference-com.pdf
Examples • Using the Salesforce CLI . See force:data:soql:query in the data Commands topic of the Salesforce CLI • SOQL SELECT Command Reference. Functions • Using an extension for Visual Studio Code. See Write SOQL Queries in Salesforce Extensions for Visual • Relationship Queries Studio Code. • Change the Batch Size in Queries
[PDF File] Customer Portal Guide - Salesforce
http://5y1.org/file/23365/customer-portal-guide-salesforce.pdf
A Salesforce Customer Portal provides an online support channel for your customers—allowing them to resolve their inquiries without contacting a customer service representative. With a Customer Portal, you can customize and deliver a visually stunning user interface to your customers, and use
[PDF File] Streaming API Developer Guide .com
http://5y1.org/file/23365/streaming-api-developer-guide-com.pdf
A Salesforce entity that represents the definition of the custom data that you send in a platform event message. You create a platform event and define its fields in Salesforce. The subscription channel is based on the platform event name. Platform Event Similar to a PushTopic, Change Data Capture triggers notifications for changes in ...
[PDF File] B2B Commerce and D2C Commerce - Salesforce
http://5y1.org/file/23365/b2b-commerce-and-d2c-commerce-salesforce.pdf
Salesforce Mobile App The Salesforce mobile app is designed for easy data access on the go. You can view Salesforce D2C Commerce record pages on the mobile app, but you can’t access the Experience Builder tool. Supported Editions B2B Commerce is supported on Developer, Unlimited, Enterprise, and Performance editions.
[PDF File] Workday Integration Cloud Connectors for HCM
http://5y1.org/file/23365/workday-integration-cloud-connectors-for-hcm.pdf
Workday connectors can cover a single use case or multiple use cases, and encapsulate market best practices and years of experience from Workday and our certified partners. All connectors are managed and maintained across updates by Workday or the providing partner. Each connector integration is deployed in the Workday cloud, with the benefits ...
[PDF File] Sales Engagement Implementation Guide - Salesforce
http://5y1.org/file/23365/sales-engagement-implementation-guide-salesforce.pdf
The automation features within the product now include customer engagement tracking, chatbots, cadences, and automated actions. The new name captures all the tools to use to automate processes and to engage strategically with leads and customers so that your sales team can focus on selling.
[PDF File] Synchronize Product and Pricing Data - Salesforce
http://5y1.org/file/23365/synchronize-product-and-pricing-data-salesforce.pdf
Use the CPQ B2B Commerce Cloud Connector to synchronize product and pricing data. Note: We assume that the Pricing Manager is the CPQ Admin. This Admin is responsible for creating all product and pricing data. The B2B Admin enriches the data to meet the needs of the Commerce tool using Discounts, Promotions, and other features.
[PDF File] Salesforce CLI Setup Guide
http://5y1.org/file/23365/salesforce-cli-setup-guide.pdf
To update to an older version of Salesforce CLI using npm, specify the version using @<version> after the @salesforce/cli package name. For example, to update to version 2.0.1, run this command in a terminal (macOS and Linux) or command prompt (Windows). npm install @salesforce/cli@2.0.1 --global.
[PDF File] 連携について理解しましょう PardotとSalesforceの 顧客デー …
http://5y1.org/file/23365/連携について理解しましょう-pardotとsalesforceの-顧客デー.pdf
Pardotは、更新されたデータを2~4分ごとにSalesforceへ同期する. 検出されたレコード数が400を超える場合、PardotはキューにSalesforce IDを追加し、それらをバッチ処理する。. 標準のバッチ処理は1時間あたり12,000レコードと同等. プロスペクトの活動 .
[PDF File] SYNC for Microsoft Dynamics 365 Business Central and …
http://5y1.org/file/23365/sync-for-microsoft-dynamics-365-business-central-and.pdf
sures your data is protected. SYNC has the following benefits: Data integrated from Microsoft Dynamics 365 Business. entral to Salesforce becomes native data inside Salesforce CRM. Being native data inside the CRM means bringing data from your Microsoft Dynamics 365 Business Central over to Salesforce in which you can perform …
[PDF File] Adobe Marketo Engage’s Industry-Leading Integration to …
http://5y1.org/file/23365/adobe-marketo-engage-s-industry-leading-integration-to.pdf
in Salesforce CRM. Configure Salesforce CRM connection in Marketo Engage. Select objects and fields to sync from Salesforce. Setup as easy as 1-2-3 The Marketo Salesforce Connector is easy to set up. Working with your Salesforce administrator, all you need to …
[PDF File] THE ESSENTIAL GUIDE FOR SWITCHING FROM SALESFORCE …
http://5y1.org/file/23365/the-essential-guide-for-switching-from-salesforce.pdf
select to export your Salesforce data by one of two options: 1. Web Services Export: You may directly extract the data yourself using Salesforce web services. 2. Contact Salesforce: You may contact Salesforce to perform the export for you by re questing an extraction of all your data in .csv format. The .csv file will separate each
[PDF File] CTI Integration with MS-Teams - Salesforce
http://5y1.org/file/23365/cti-integration-with-ms-teams-salesforce.pdf
Call Recording / Call Transcription linked to Salesforce Call Distribution based on Salesforce Data Additional MS-Teams add-ons for receptionist, boss / secretary Login with Office 365 user credentials Minimum 30 users. YOUR CHOICE MIRAGE MS-TEAMS CONNECTOR MS-Teams DirectRouting orMicrosoft Calling Plan
[PDF File] Salesforce Email Integration Security Guide
http://5y1.org/file/23365/salesforce-email-integration-security-guide.pdf
This document covers technical and security guidelines for: The Outlook and Gmail integrations. Desktop and mobile solutions when an Inbox license is present and users are assigned an Inbox permission. An Inbox license is available with Sales Cloud Einstein, Sales Engagement, and as a standalone license.
[PDF File] Using Date and Date/Time in Formulas - Salesforce …
http://5y1.org/file/23365/using-date-and-date-time-in-formulas-salesforce.pdf
For example, if the difference between two Date/Time values is 5.52, that means the two values are separated by five days, 12 hours (0.5 of a day), and 28 minutes (0.02 of a day). You can also add numeric values to Dates and Date/Times. For example, the operation TODAY() + 3 returns three days after today’s date.
[PDF File] Customer 360 Guide for Retail - Salesforce
http://5y1.org/file/23365/customer-360-guide-for-retail-salesforce.pdf
SMS Order is ready for pickup message 185 Customer 360 Guide for Retail Offer Buy Online, Pick Up in Store (BOPIS) 2. MobilePush Order is ready for pickup message 3. An interactive email with a button or a similar call to action that the consumer clicks to alert the service agent that they arrived.
[PDF File] SYNC for Microsoft Dynamics AX and Salesforce
http://5y1.org/file/23365/sync-for-microsoft-dynamics-ax-and-salesforce.pdf
Salesforce What does SYNC offer? Customers in Microsoft Dynamics AX are integrated into Salesforce. The first item to be SYNCed is your AR Customer Record and once this is completed, all the fields can be shown. Customers Ship To and Bill To address in Microsoft Dynamics AX are merged into Salesforce, which can be displayed according to their ...
[PDF File] Salesforce’s Merge Cases vs. Case Merge Premium
http://5y1.org/file/23365/salesforce-s-merge-cases-vs-case-merge-premium.pdf
STANDARD SALESFORCE Merge Cases Merging cases requires Read and Edit Merging cases requires Read and Edit access to the case object. Users will require access to the “Merge Cases” button, available for case list views and case page layouts. Delete permissions are required if the desired result of the merge is a deleted case.
[PDF File] TIBCO Platform - TIBCO Software
http://5y1.org/file/23365/tibco-platform-tibco-software.pdf
r and faster.TIBCO Platform—Integration supports a wide variety of connectors that allow your integrators to quickly and easily connect their integration apps to a large number of modern and legacy endpoints an. technologies. This document helps you find the connectors to use for the endpoint(s) to which you n.
[PDF File] Using Date and Date/Time in Formulas - Salesforce
http://5y1.org/file/23365/using-date-and-date-time-in-formulas-salesforce.pdf
For example, if the difference between two Date/Time values is 5.52, that means the two values are separated by five days, 12 hours (0.5 of a day), and 28 minutes (0.02 of a day). You can also add numeric values to Dates and Date/Times. For example, the operation TODAY() + 3 returns three days after today’s date.
[PDF File] Omni-Channel for Administrators - Salesforce
http://5y1.org/file/23365/omni-channel-for-administrators-salesforce.pdf
You can wait for Salesforce to resolve the issue or implement a temporary solution. Understand the Details of the Routing Lifecycle When you dig more deeply into Omni-Channel and the routing process, there are two particular objects that are worth understanding better: PendingServiceRouting (PSR) and AgentWork. 1
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