In Salesforce, managing picklist dependencies helps users select valid and consistent options based on related fields. When picklist values don’t match their expected dependencies or some values are missing, it can cause data errors and affect reporting accuracy.By properly setting up Field Dependencies, you can fix these mismatches, control available picklist options dynamically, and improve… Read More »
In Salesforce, a record-triggered flow normally runs immediately when a record is created or updated. But what if you want an action to happen after some time — for example, sending a reminder email or creating a follow-up task? That’s where Scheduled Paths in Salesforce Flow Builder come into play. A scheduled path allows you… Read More »
In this blog, we’ll explain why you can’t directly perform DML operations from JavaScript in Salesforce Lightning Web Components (LWC), and how to do it the right way using Apex or Lightning Data Service. Knowing this is important for keeping your data secure, respecting user permissions, and following Salesforce best practices. We’ll walk you through… Read More »
When businesses customize Salesforce Leads with additional fields they unlock valuable insights about prospects. But here’s the challenge: when a Lead is converted into an Account, Contact, or Opportunity, these custom fields don’t automatically carry over. Without proper mapping, your team risks losing key data at the most critical stage of the sales cycleg. That’s… Read More »
When customer service teams grow, managing and routing support requests becomes increasingly complex. Without a structured process, cases can get lost, delayed, or assigned to the wrong agents. Salesforce solves this with Case Assignment Rules, ensuring that every case is automatically routed to the right person or queue. In this blog, we’ll walk through how… Read More »
Customers today expect convenience when reaching out for support. Some prefer filling out a web form, while others simply shoot an email or raise a request via chat. As a business, it’s critical to meet your customers on their preferred channel while still managing all requests centrally. Salesforce makes this possible by offering multiple ways… Read More »
In today’s competitive business landscape, customer service is no longer just a support function – it is a core differentiator. Customers expect quick resolutions, seamless communication, and personalized service. To achieve this, organizations need a centralized system that can track, manage, and resolve customer issues effectively. This is where Salesforce Cases come in. Cases in… Read More »
In today’s competitive market, capturing and managing leads efficiently is critical for sales success. Salesforce makes this process seamless with its Web-to-Lead feature, which automatically generates leads from your website and feeds them directly into your CRM. Whether you’re running a marketing campaign or simply want to ensure no customer inquiry is lost, Web-to-Lead is… Read More »
Effective lead management is the foundation of any successful sales process. Salesforce provides robust tools to customize lead creation, assignment, validation, and capture so that your sales teams can focus on converting prospects into customers. In this blog, we’ll walk through how to configure default lead settings, enforce data quality, and set up Web-to-Lead forms… Read More »
When integrating Salesforce with Sage 100 ERP using the GUMU™ Integration, users may sometimes face an issue during the import routine preview when a date filter (Last Sync Field – DateUpdated) is applied. Instead of showing the required Sage 100 records, the system only displays the total record count. Date Updated Filter This happens due… Read More »
