Articles tagged “sales-cloud”

33 articles

• AccountPlanObjMeasCalcDef Metadata Type in SFDX

  Configure and deploy AccountPlanObjMeasCalcDef metadata in Salesforce to automate Account Plan objective measure rollups and KPI calculations.

• AccountPlanSettings Metadata Type in SFDX

  Configure and deploy AccountPlanSettings metadata in Salesforce to enable native Account Plans, strategic objectives, and relationship maps in Sales Cloud.

• AccountSettings Metadata Type in SFDX

  Configure and deploy AccountSettings metadata in Salesforce to manage Account Teams, Account Relationships, Contact to Multiple Accounts, and hierarchy views.

• AutomatedContactsSettings Metadata Guide

  Configure and deploy AutomatedContactsSettings metadata in Salesforce DX to control Einstein Automated Contacts suggestions and auto-creation rules.

• CallCoachingMediaProvider Metadata Type in SFDX

  Register and deploy external voice and video recording providers for Einstein Conversation Insights using CallCoachingMediaProvider in SFDX.

• CampaignInfluenceModel Metadata Type in SFDX

  Configure and deploy Customizable Campaign Influence attribution models in SFDX to track multi-touch marketing ROI across Salesforce Opportunities.

• CampaignSettings Metadata Type in SFDX & Metadata API

  Configure and deploy Salesforce CampaignSettings in SFDX to enable Customizable Campaign Influence, auto-association timeframes, and AI campaign insights.

• ContractSettings Metadata Type in SFDX

  Manage and deploy ContractSettings metadata in SFDX to automate contract expiration alerts, end-date calculations, and status history tracking across orgs.

• ConversationalIntelligenceSettings Metadata in SFDX

  Deploy ConversationalIntelligenceSettings metadata in SFDX to configure Einstein Conversation Insights, call coaching, and voice transcript analytics.

• ConvIntelligenceSignalRule Metadata Type in SFDX

  Deploy ConvIntelligenceSignalRule metadata in SFDX to detect competitor mentions, pricing objections, and compliance keywords in Einstein call insights.

• EnablementMeasureDefinition Metadata Guide

  Configure EnablementMeasureDefinition metadata in Salesforce to measure sales outcomes, track milestones, and automate revenue enablement program progress.

• ForecastingFilter Metadata Type in SFDX

  Configure ForecastingFilter metadata in Salesforce DX to segment revenue data, filter opportunity records, and customize Collaborative Forecast rollups.

• ForecastingFilterCondition in SFDX

  Define ForecastingFilterCondition metadata in Salesforce DX to construct granular field criteria, evaluate revenue metrics, and deploy forecast rules.

• ForecastingObjectListSettings in SFDX

  Configure ForecastingObjectListSettings metadata in Salesforce DX to customize opportunity inspection tables, field columns, and forecast grid views.

• ForecastingSettings Metadata Type in SFDX

  Deploy ForecastingSettings metadata in Salesforce DX to enable Collaborative Forecasts, configure quota management, and govern revenue rollup mechanisms.

• ForecastingSourceDefinition in SFDX

  Configure ForecastingSourceDefinition in Salesforce DX to connect custom objects or standard opportunities into Collaborative Forecast aggregation engines.

• ForecastingType Metadata Type in SFDX

  Deploy ForecastingType metadata in Salesforce DX to build custom revenue models, define quantity projections, and configure split forecasts in Sales Cloud.

• ForecastingTypeSource in SFDX

  Configure ForecastingTypeSource metadata in Salesforce DX to bind forecast types to source definitions, manage calculations, and orchestrate deployments.

• LeadConfigSettings Metadata Type in SFDX

  Deploy LeadConfigSettings metadata in Salesforce to manage lead intelligence, web-to-lead reCAPTCHA, and lead assignment policies in CI/CD pipelines.

• LeadConvertSettings Metadata Type in SFDX

  Deploy LeadConvertSettings metadata in Salesforce to manage lead conversion field mappings, opportunity creation rules, and account matching in CI/CD.

• OpportunityInsightsSettings Metadata Guide

  Configure and deploy OpportunityInsightsSettings metadata in Salesforce to govern Einstein deal insights, sentiment analysis, and smart notifications.

• OpportunityScoreSettings Metadata Guide

  Configure and deploy OpportunityScoreSettings metadata in Salesforce to manage Einstein Opportunity Scoring, predictive factors, and deal scoring models.

• OpportunitySettings Metadata Type in SFDX

  Configure and deploy OpportunitySettings metadata in Salesforce to govern Opportunity Teams, deal splits, product prompts, and customizable rollups.

• OrderSettings Metadata Type in SFDX

  Configure OrderSettings metadata in Salesforce DX to manage standard Order object activation, negative quantities, reduction orders, and pricebook rules.

• PathAssistantSettings in SFDX

  Configure PathAssistantSettings metadata in Salesforce DX to enable Lightning Path guidance, confetti celebrations, and stage progression controls.

• PipelineInspMetricConfig in SFDX

  Deploy PipelineInspMetricConfig metadata in Salesforce DX to customize Pipeline Inspection metrics, deal velocity calculations, and revenue forecasts.

• QuoteSettings Metadata Type in SFDX

  Configure QuoteSettings metadata in Salesforce DX to activate Sales Cloud Quotes, synchronize Opportunity line items, and provision quote PDF generation.

• SocialProfileSettings in SFDX

  Configure SocialProfileSettings in Salesforce DX to manage social network integration, user profile linking, and lead enrichment permissions.

• Territory Metadata Type in SFDX

  Understand and migrate legacy Territory metadata in Salesforce to modernize account sharing, sales hierarchy modeling, and Territory2 architectures.

• Territory2 Metadata Type in SFDX

  Configure and deploy Territory2 metadata in Salesforce to model Enterprise Territory Management sales nodes, account access levels, and custom fields.

• Territory2Model Metadata Type in SFDX

  Configure and deploy Territory2Model metadata in Salesforce to manage sales territory hierarchies, planning states, and active territory lifecycle models.

• Territory2Rule Metadata Type in SFDX

  Configure and deploy Territory2Rule metadata in Salesforce to automate account assignment rules across Enterprise Territory Management hierarchies.

• Territory2Type Metadata Type in SFDX

  Configure and deploy Territory2Type metadata in Salesforce to classify Enterprise Territory Management sales territories by priority and organizational tier.