Salesforce introduced a feature Custom Settings for salesforce in its Winter’10 release which allows users to store custom data sets and associate them on an org-wide, profile or user basis. Custom Settings are similar to Custom Objects. In the same way that we create fields for custom objects, we need to create our own custom… Read More »
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 »
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 »
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 »
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 »
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 »
In our previous blog “Using Force.com Migration Tool Part I – Configuration”, we discussed about setting up environment for using Ant tool. In this blog we will discuss about how to use Ant based Force.com Migration tool for metadata migration. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce Steps for Metadata migration using Ant… Read More »
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 »
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 »
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 »
