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 »
CRM application represent a major investment in money and time for any organization. Getting it right can mean the difference between a promotion and termination. While considering CRM for your organization there arises a question whether to choose Cloud based CRM or On-Premise CRM. This is one of the major decision for an organization which… Read More »
2000 followers is just the beginning. Thank you so much to our Greytrix LinkedIn Company Page followers who have believed in us and stayed with us since decades and have been sharing and liking our blog posts and solutions. We may have grown in numbers but we are still your trusted and favourite one stop solution provider for all… Read More »
Salesforce offers a special collection of packages named Non-profit Starter Pack (NPSP) for non-profit organizations to customize the platform for some common nonprofit user cases. Salesforce NPSP aggregates the whole organization’s information into one system making program management, fundraising, volunteer management, mass communication, reporting etc easily achievable. Organization gets better insights into the member base… Read More »
Recently Salesforce has started providing users the ability to check out the latest release features in a pre release org. Users can now have a look at all the new features and enhancements of the new release before it is actually rolled out to their sandboxes and production orgs. The Winter ’16 rollout will be… Read More »
