Author Archives: greysalesforce

Standard Controller and Custom Class Name Conflict

While working for one of our clients, we came across an unusual error. And the error said: –  Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce We had the same data type (at least as per us) on both sides of the assignment operator, a standard account record being assigned to a standard account… Read More: Standard Controller and Custom Class Name Conflict »

SalesforceA – Mobile App for Administrators

In the Spring’14 release notes, Salesforce introduced us to a mobile app that is designed specially for salesforce administrators. This app is called SalesforceA. It is available for free to download on the Google Play Store for Android phones and the Apple App Store for Apple iphones. While the Salesforce1 app is designed for general… Read More: SalesforceA – Mobile App for Administrators »

Configure Debug log in Winter’16

What is Debug log? A debug log records database operations, system processes and errors that occur when executing a transaction or while running unit tests. This tool allows you to keep track of all the actions that your Salesforce user is handling. Debug log is available in both Lightning Experience and Salesforce Classic. The latest debug… Read More: Configure Debug log in Winter’16 »

Map your Business Process in Salesforce

While working with one of our recruitment based clients, we had a requirement to incorporate their business process for the complete flow of opportunity, right from the “Prospecting” stage to “Closed-Won” stage. The process required certain fields to be updated, records to be auto-submitted for approvals, emails to be fired for certain criteria, etc. and… Read More: Map your Business Process in Salesforce »

Number and Currency field shortcuts in Salesforce

While entering large number values in fields, we often tend to enter incorrect values as we lose the count of zeroes. Salesforce provides a handy shortcut to the users when entering whole number values in fields. Users can simply type ‘k’, ‘m’ or ‘b’ in the number or currency field and the application will automatically… Read More: Number and Currency field shortcuts in Salesforce »

Using Force.com Migration Tool Part I – Configuration

In our previous blog “Creating Project using Force.com IDE”, we discussed one of the methods of Salesforce metadata migration i.e. migration using Force.com IDE. In this blog we will discuss another tool used for metadata migration in Salesforce i.e. Ant/Java based Force.com Migration Tool. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce The Force.com… Read More: Using Force.com Migration Tool Part I – Configuration »

Generate and track Sales Opportunities from anywhere in the globe

For a product and service selling companies, it is very important not to miss any opportunity to make good and long term customer relation. It’s not always possible to be available at your system to get the exact information of your customer and their sales data. Most of the companies use ERP / Accounting system… Read More: Generate and track Sales Opportunities from anywhere in the globe »

Test Sage X3 – Salesforce Cloud CRM integration, the easy way

In our last post we read a quick introduction of our Salesforce – Sage X3 integration and how we can get done more in less time. Next step would obviously be to see how is the overall experience of integrating your Sage Enterprise Management with Salesforce Cloud CRM. We have been regularly organizing live demos and webinars… Read More: Test Sage X3 – Salesforce Cloud CRM integration, the easy… »

Cloud CRM or On-Premise CRM: Which one to choose?

CRM application represent a major investment in money and time for any organization. Getting it right can mean the difference between a promotion and termination. While considering CRM for your organization there arises a question whether to choose Cloud based CRM or On-Premise CRM.  This is one of the major decision for an organization which… Read More: Cloud CRM or On-Premise CRM: Which one to choose? »