In this blog post, we will explore the topic of sending/send email notification on the creation of a duplicate record. The article will walk you through the steps of identifying duplicates by matching email addresses, removing the newly generated duplicate records in Salesforce, and finally, triggering an email alert to the designated email address. Send… Read More »
In this blog, we will discuss How to Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365. Salesforce Maps advanced route calendar shows important things like events in Salesforce, suggested places to visit from Maps Advanced, dates you plan to travel, and days when you don’t work. Note : Ensure that the “Salesforce Map”… Read More »
In this blog, we are going to discuss about “How to Setup Demo CPQ Org In Salesforce”, In this blog we will cover the process of creating Demo CPQ org in salesforce. CPQ stands for Configure, Price, Quote is software by salesforce sales tools that helps sales reps to create quote price configurations, quantities, discounts… Read More »
In this blog, we will discuss how as a Administrator you can set “Exception to SF User for Excluding them through MFA Authentication in Salesforce”. In Salesforce, it is generally recommended to have multi-factor authentication (MFA) enabled for all users to provide an additional layer of security to the login process. However, there may be… Read More »
In this blog, we will discuss How to ‘Create Territories Using Shape Layer in Salesforce Map’. But first lets understand what is “Salesforce Maps”. Salesforce Maps is built on the Salesforce platform, so you can do much more than just visualize your data; you can interact with and change data as needed. Let’s say you… Read More »
Salesforce is the leading CRM solution worldwide, empowering businesses to exceed customer expectations and enhance their sales, service, and marketing efforts. This cutting-edge cloud-based software is revolutionizing how businesses interact with customers. Whether you want to tailor Salesforce to meet your business-specific needs or improve your current CRM approach, Greytrix is the best bet for… Read More »
Sometimes a Salesforce user may require to provide/grant login access to their account to the administrator of their org or to Salesforce support. They may need this to help troubleshoot any issues the user might be facing by logging in to the user account and investigating the cause. The user can provide a fixed duration… Read More »
In this blog, we will guide you on creating an Email as a Quick Action in Lightning Web Component. This Quick Action will allow you to open an Email Composer with predefined values. To achieve this, we will be using a Headless Quick Action approach. Upon loading the headless quick action, the user will be… Read More »
In this blog, we will discuss how to ‘upload a Logo in Salesforce CPQ Quote Template’. Adding your Logo in Salesforce CPQ template can help streamline your branding efforts and make your quotes look more professional. With just a few clicks, you can customize your quote templates with your company’s logo and make your brand… Read More »
In this blog, we are going to discuss “How to Create and use Custom Permission in Salesforce?”. This blog post will cover the process of creating custom permission in Salesforce and also how to apply/Use Custom Permission in Salesforce. The purpose of this is by using this we can give access to a particular user… Read More »