In this blog, we’ll explore how setting a default tab for a specific app page in Salesforce can streamline navigation and enhance the user experience. By guiding users to the most important tab as soon as they open the page, you ensure quick access to essential information. Follow our step-by-step guide to effortlessly set up… Read More »
The Lightning Combo-box is a widely used standard component in Salesforce LWC that provides a clean and user-friendly dropdown interface. However, there might be scenarios where you need to customize the appearance of its label to align perfectly with your UI design requirements. Why Customize Lightning Combo-box Label? In this blog, we’ll walk through the… Read More »
In this highly competitive business environment, having a clear line of sight to reseller relationships and common product history (shared) is paramount for healthy relations and getting the right products to market. Using Salesforce as your CRM, you’ll be able to take advantage of some incredible reporting options to track which resellers are serving customers… Read More »
Universities are not just educational institutes – they’re communities for students and alumni to be a part of for a lifetime. But in this digital landscape, staying connected with alumni requires more than just sending quarterly newsletters and annual reunions. Today’s universities and institutions need Salesforce Education Cloud to revolutionize alumni engagement. With Salesforce, universities… Read More »
How Salesforce Customization Empowers Your Business and helps in managing product configurations and pricing which has become challenging when data is spread across multiple systems. Salesforce offers powerful customization options, enabling businesses to create tailored solutions for seamless data flow into ERP systems. By leveraging these capabilities, organizations can optimize product configurations, streamline ERP integration,… Read More »
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 »
