Salesforce.com-Tips and Tricks
Bringing different business systems together to achieve efficiency can be a complex task – but with Salesforce SOAP API, integration becomes much simpler. As a reliable method for connecting Salesforce with various applications, SOAP API offers structured data flow and high security, helping you and your teams stay connected and operate efficiently with consistent, real-time… Read More »
If you’ve been thinking about integrating Salesforce but aren’t sure where to start, we’ve got the perfect session for you! Our webinar covers real-world cases that show how Salesforce can help you overcome common business challenges and improve your business processes. Join us and see the difference first hand—save your spot! When to attend? Date:… Read More »
In this blog, we’ll cover how to configure and add Email Action to the Activity Tab by creating a custom Global Action. This enables users to add the email functionality to the page layouts of related objects. With this setup, users can utilize the ‘Send Email’ feature on Account, Opportunity, and Contact records via the… Read More »
The world knows the unmatched capabilities of Salesforce as a CRM platform. And to further enhance it, an ERP system is the best integration choice for businesses. Integrating an ERP system with Salesforce CRM is like having the best of both worlds – streamlined workflows, optimized financial processes, better decision-making, and improved customer relationships, everything… Read More »
Salesforce Pardot has been renamed to “Account Engagement” in Salesforce Lightning. To access Account Engagement with user licenses under the “Identity” category, specific permissions need to be assigned. Users with an Identity profile can now access Account Engagement in Salesforce. Account Engagement (Pardot) is Salesforce’s marketing automation tool designed to help businesses track and engage… Read More »
Are you on a transformative journey with Salesforce? Why not make it more seamless with a professional Salesforce consulting partner? Well, a seasoned Salesforce consultant can provide you with the right guidance for your Salesforce journey. In addition, they are also specialized in setting up and implementing the Salesforce system according to your business’s unique… Read More »
Salesforce has been the #1 CRM for the last decade. Such is the significance of this powerful tool that it holds the majority of the CRM market share, 22.1%, as of 2023. Today, more than 1,50,000 companies, both small and big, are using Salesforce. The above stats clearly say that Salesforce has been the… Read More »
In this blog, we will explore how to create a record-triggered flow to automate the mapping of picklist fields between parent and child records in Salesforce. i.e.: How to map a Parent Record’s Picklist value to a Child Record using a Flow when creating the Child Record. Our focus will be on ensuring that when… Read More »
In this blog post, we’ll delve into the steps to establish Salesforce Flow Automation for email notifications within Salesforce. Automating email alerts for lead status changes is a powerful way to leverage Salesforce’s automation features. Whether you’re a Salesforce administrator or a sales manager aiming to boost your team’s productivity, this guide offers essential insights… Read More »
In today’s competitive business landscape, sales teams are under constant pressure to deliver faster turnaround times with impeccable accuracy. Complex product configurations, intricate pricing models, and time-consuming quote generation often pose significant challenges in the sales pipeline. Salesforce Configure Price Quote (CPQ) is a powerful solution designed to streamline these crucial processes within the Salesforce… Read More »