Anup PrakashCustomer 360 is a concept that refers to getting a 360-degree view of the data relating to the customers. All the information about the customer as well as all the interactions of a customer across the organization is collected and unified through data integration. Customer 360 provides a customer’s data […]
Category: Salesforce
5 Quick Tips For Salesforce Admins to Supercharge Their Productivity
5 Quick Tips For Salesforce Admins to Supercharge Their Productivity As Salesforce is in the process of retiring workflow and process builder, admins must embrace the new change (Salesforce Flows And Automations). Flow’s functionality helps in building complex automation with just clicks, thereby reducing the dependency on coding. It gives […]
Manual Sharing in Salesforce
Salesforce contains a lot of data in the form of records. And the sharing of these records within the organization with different employees, managers, and teams of each department (marketing, finance, sales department, etc) is done with the help of various security and sharing settings offered by Salesforce. Manual Sharing […]
Sandbox Refresh Strategy
Sandbox refresh strategy is important considering there could development work that could be in the Sandboxes and be lost. Also refreshing sandboxes could also result production data be available in Sandboxes which you may want to mask before it being available. Org Structure and Naming Convention: We should know how […]
Infographic – A Brief History of Salesforce
How Salesforce grew from a 4-member team working out of a rented one-bedroom apartment at 1449 Montgomery Street to a 40k+ team generating over a billion dollars in revenue!
4 Best Ways to Generate Documents in Salesforce
Any business that wants to scale understands the importance of automating redundant tasks. One painfully boring of such redundant tasks faced by teams across the globe is to manually create documents before sending them out, whether it is to a prospective customer or concerned stakeholders. Teams across the organization often […]
Top 10 Free Apps on Salesforce AppExchange to Help Your Business
Businesses need to grow, consistently. And unless we do something new or change something old, we don’t see results. With some customizations, your propellant for growth – Salesforce – is usually able to keep up with your ever-growing demands. But these customizations may get a bit tricky sometimes. Often there’s […]
Optimize Your Salesforce Performance with Salesforce Optimizer App
We’ve all heard it before that Salesforce is a Multi-Tenant platform, and therefore, we need to ensure that the Salesforce Instance/Org is configured to adhere to the best practices. Salesforce offers a tool known as “Salesforce Optimizer Report”, which provides a health check for a Salesforce Instance. Salesforce has enhanced […]
Reduce Code with Salesforce Winter-21
Summer-20 was powerful with including key features which helped to decide and execute flows based on record creation and edits. With Winter-21 Release flows become more powerful and covers all scenarios related to data manipulation (Except Un-Delete). Which means when we Create, Edit (Update) or Delete a record we can […]
Salesforce Email Template Considerations
Email Templates Email templates are used to help increase productivity and ensure consistent email messaging. Email templates permits usage of merge fields which lets you send emails that include a related field value from Salesforce records. Types Within Salesforce there are 2 User-Interface experiences (Lightning and Classic). The email templates […]