The Salesforce integration with Teams provides context about Salesforce records in Teams channels, chat conversations, calendar meetings, and video conferences.
With a richer context, team members stay on the same page and save time from switching between applications.
What are Salesforce Meetings
Salesforce Meetings is a set of tools to enhance sales reps‘ interactions with prospects and customers.
Reps can ensure everyone is aligned before a meeting starts by seeing valuable meeting information with the Meeting Digest.
How do Zoom surveys work?
- Sign in to the Zoom web portal
- Click the Webinars tab
- Click the name of the webinar you want to edit the survey settings for
- Scroll down to the bottom of the page and click the Survey tab
- Click + Use a 3rd party survey
- Enter the link to the survey you want to use
- Click Save
Is Calendly for Zoom free
The Calendly + Zoom integration (and all our video conferencing integrations) are free forever on all Calendly pricing plans!
How do I set up Zoom in Salesforce?
- Obtain the Zoom api key and Zoom API Secret:
- Log in to Salesforce as an administrator
- From the App launcher, access Zoom Config
- Into the fields, Zoom API Key and Zoom API Secret, paste your API Key and API Secret, respectively
- Click Save
Where do I find Zoom API key?
- In the header, select “Build App” and choose the OAuth type
- Fill your application information
- Retrieve your developer keys clientId/clientSecret
- Select the scopes you want to use in the “Scope” section
- That’s it!
What is analytics cloud integration user
The Analytics Cloud Integration User is a default user that gets created when Einstein/Analytics Cloud is enabled in an org.
This is the “user” that accesses the data within Salesforce when the Dataflow is used to bring data in as datasets to Einstein.
Can I get Salesforce certification for free
You can learn Salesforce for free through trailhead. Trailhead is the online Salesforce learning platform of Salesforce itself where an individual can learn salesforce.
How do I get rid of post attendee zoom?
- Once in your Zoom meeting, click on Manage Participants on the bottom toolbar in the Zoom meeting window
- Mouse over the participant name you need to remove from your meeting in the Participant list
- Click on the More fly-out menu that appears and select Remove
How do I use Gotowebinar?
- 1Sign in to GoTo Webinar
- 2View your Dashboard
- 3Schedule an event
- 4Customize your event details
- 5Start or practice an event
- 6View your Video Library
- 7View My Channel
- 8View webinar analytics and reports
How do I enable Zoom survey?
- Sign in to the Zoom web portal
- In the navigation panel, click Settings
- Click the Meeting tab
- Under In Meeting (Basic), click the Meeting Survey toggle to enable or disable it
- If a verification dialog displays, click Enable or Disable to verify the change
How do I set up a meeting in Salesforce
From Setup, enter Meetings in the Quick Find box, and then select Settings. Turn on Meetings.
Assign the Salesforce Meetings Included permission set to users. Make sure that the event page layout has the right components for your reps.
What is ETL in Salesforce
In all data operations, an ETL (extract, transform, and load) is how data moves from one place to another.
There are many ETLs that can work with Salesforce. Some ETL tools move data out, and others load data in.
Some are easy to use by non-programmers and beginners, and others are developer-level tools.
Which cloud setup app should Leung use to set up the B2B Marketing Analytics app
Leung (and her consultants) can do this inside CRM Analytics Studio. In Salesforce, open the App Launcher and select CRM Analytics Studio.
Click Create and then select App. Click Start from Template, and then select B2B Marketing Analytics.
Can you send a survey after a zoom meeting
In addition to Zoom’s post-webinar survey feature, you can redirect attendees to a third-party survey service (for example Google Forms or Survey Monkey).
You can also schedule a survey to be sent to attendees after hosting a Zoom meeting.
Does Salesforce use Analytics
Salesforce markets the tool as an “AI-powered advanced analytics” solution that includes reports and dashboards, graphs, and other data visualization opportunities to help you make sense of how users are using Salesforce.
What does it mean when Zoom says please wait for the host to start this meeting
If you receive a message that you are waiting for the host to start this meeting or webinar, it means that the host has not started the meeting.
In the case of webinars, either the host has not started the webinar or the webinar is in practice mode and has not yet started to broadcast.
How do I add a survey to the end of a zoom meeting
Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
In the navigation menu, click Account Management then Account Settings. Click the Meeting tab.
Under In Meeting (Basic), click the Display end-of-meeting experience feedback survey toggle to enable or disable it.
Is Calendly a video call
Once connected, Calendly will automatically generate video conferencing details when someone books with you.
You and your invitee will also receive details via confirmation email and calendar event.
What is analytic cloud in Salesforce
Salesforce Wave Analytics, also called Analytics Cloud, is a business intelligence (BI) platform from Salesforce.com that is optimized for mobile access and data visualization.
The Wave mobile app allows users to work with large data files and create graphs, charts and other pictorial representations of data from them.
Can a Zoom host remove a participant
Remove unwanted or disruptive participants: You can remove someone from your meeting by using the Security Icon or Participants menu.
On the Participants menu, you can mouse over a participant’s name and several options will appear, including Remove.
Click that to kick someone out of the meeting.
How long does it take to learn Salesforce admin
If you are completely new to Salesforce you have to spend a minimum of 10hrs/week and it takes 6 weeks to be ready for the Salesforce admin certification exam.
If you have previous experience, you may complete it in 2-3 weeks at the same pace.
Sources
https://help.salesforce.com/apex/HTViewHelpDoc?id=release-notes.rn_pardot_classic_retirement.htm
https://marcloudconsulting.com/support/pardot-renamed-marketing-cloud-account-engagement
https://help.salesforce.com/apex/HTViewSolution?id=000312506&language=en_US
