Dynamic Actions in Salesforce allow users to choose which actions need to appear in the Highlights Panel on the object’s record page.
Hence, we can now control visibility of each action based on factors that we specify.
How do I send a test email from Pardot?
- Navigate to Pardot Email | Scheduled
- Click + Send New List Email
- In the Basic Email Information window, complete all the fields, then click Save
- Choose an email template and click Apply
- To edit your email’s content, use the editor in the Building tab
Why are lists considered dynamic
00:33 Once you create it, elements can be modified, individual values can be replaced, even the order of the elements can be changed.
And lists are also dynamic, meaning that you can add elements to the list or remove elements from a list completely.
So the list can grow or shrink depending on how you use it.
What is difference between static and dynamic data structure
Static Data structure has fixed memory size whereas in Dynamic Data Structure, the size can be randomly updated during run time which may be considered efficient with respect to memory complexity of the code.
Static Data Structure provides more easier access to elements with respect to dynamic data structure.
What is the difference between static and dynamic data
As you may have guessed, static data refers to a fixed data set—or, data that remains the same after it’s collected.
Dynamic data, on the other hand, continually changes after it’s recorded in order to maintain its integrity.
How do I use dynamic forms in Salesforce
You can start using Dynamic Forms in two ways. Create a Lightning page from scratch, then drag Field and Field Section components onto it.
Open an existing record page and migrate its record details using the migration wizard.
Are dynamic lists retroactive
Dynamic Rules work retroactively i.e. on new and existing data both. We can use dynamic lists as a recipient list in a drip program and if the prospects are removed from that list then they will no longer be a part of the email program.
How do I create a dynamic list in Excel
If you want, you can create a dynamic drop-down list in any cell of your worksheet.
To create the dynamic drop-down list, select any cell in your worksheet and go to Data>Data Validation>Data Validation under the Data Tools section.
What is a static list
Static lists: these lists do not update as new records meet or existing records no longer meet the criteria.
They are a snapshot of records that meet a certain set of requirements when the list was created and saved.
What does it mean for a segmentation rule to run retroactively
What does it mean for a segmentation rule to run retroactively? The rule will evaluate your entire database against all specified criteria and look back at all activities.
What is snippet in Salesforce
Snippets are populated with Handlebar Merge Language (HML). If you’re using the legacy merge language, an admin must upgrade your account to HML before you begin.
Connected Campaigns must be enabled. Campaign snippets work only when assigned to a connected campaign.
Does salesforce have snippets
Snippets are available in three places: the Snippets tab, the Snippets page in the Content tab, and the Snippet Assignment related list on an associated campaign.
Each time you create a snippet, it appears on the Snippets tab where it can be edited or deleted.
How are email templates and list emails different
Email template drafts are templates that haven’t been published yet. Email template drafts are not available for use with emails until they’re published.
List email drafts are emails that haven’t been sent yet. Emails are created once, and can be copied and edited, but can’t be reused like a template.
How do I enable Snippets in Salesforce?
- In Setup, expand Manage Users (Users in Lightning Experience), click Permission Sets, then click New
- In the Label field, enter a name for the permission set
- Optionally, pick a type of user license for this permission set
- Click Save
What are the 4 types of email templates that can be created in Salesforce
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce.
All of these email templates can include text, merge fields, and attached files.
How many times can one automation rule match an individual prospect
Will an automation rule ever match a prospect more than once? An automation rule can match a prospect more than once if you enable Repeat Rule.
Otherwise, an automation rule will only affect a prospect one time. Rules don’t ‘un-match’ prospects when they no longer meet a rule’s criteria.
Can you directly type merge fields
Add individual merge fields Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field.
If you don’t see your field name in the list, choose Insert Merge Field.
Choose Database Fields to see the list of fields that are in your data source.
Where do you set the default mail merge values for fields?
- Navigate to Administration | Configure Fields | Prospect Fields
- Find the field you want to work with and click Edit
- Mark Set a default mail merge value to be used when this field doesn’t have a value
- Enter Default Mail Merge Value , then save the field
Can you filter a related list in Salesforce
2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties.
4) Click on ok and save the page layout. 5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list.
How do I convert a PDF to a landing page?
- Open the file you want to convert in your PDF editor
- Select the Create & Edit button on the right-side toolbar
- Click Export PDF at the top of the window
- Choose HTML Web Page and select your options
Where are Salesforce files stored
You can store documents and images on the Documents tab without attaching them to records.
You can then use these items in your Salesforce org, such as when creating an email template.
Searching returns a list of documents that match all your search terms.
How do I mass upload files in Salesforce?
- Create a CSV file with the following fields: FOLDERID
- Start Data Loader
- Select Insert
- Click Show all Objects
- Click Document in ‘Select Object
- Browse to the CSV file you created in step 1
- Click Next, then OK
- Click Create or Edit Map
How do I upload files to Salesforce
To upload files to a library, select the library and then click Add Files.
Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
Sources
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.pardot_templates_vs_emails.htm&language=th
https://realpython.com/lessons/lists-mutable-dynamic/
https://help.salesforce.com/apex/HTViewSolution?id=000350813&language=da
