Most of small businesses do not deal with complex business transactions. They rely on their basic journal monetary transactions. So in order to fulfill their business needs they don’t prefer to go with mid or big sized ERP system for handling their business activities. All that they need is an accounting system which can maintain… Read More: “Salesforce to Sage Live Integration” is a new need for… »
Why do you need a CRM? CRM is any system or model used to manage a company’s interactions with its current or future clients or customers. This system is a piece of technology used to organize, automate and synchronize all of the customer facing areas within your company: from marketing to sales to customer service to… Read More: Tips to keep in mind while purchasing a CRM »
In our last blog “Deploying project using Salesforce Package Part I- Creating Package”, we discussed about Salesforce package & the steps to create it. In this blog we will discuss about how to deploy Salesforce metadata by uploading Package into another salesforce org. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce Salesforce packages are… Read More: Deploying Metadata using Salesforce Package Part II- Deploying Package »
In one of our previous blogs “Using Force.com Migration Tool”, we discussed one of the methods of Salesforce metadata migration i.e. migration using Ant/Java based Force.com Migration Tool. In this blog we will discuss another tool used for metadata migration in Salesforce i.e. Salesforce Package. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce Salesforce… Read More: Deploying Metadata using Salesforce Package Part I – Creating Package »
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: Custom Settings in Salesforce – Part 1 »
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: Standard Controller and Custom Class Name Conflict »
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: SalesforceA – Mobile App for Administrators »
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: Configure Debug log in Winter’16 »
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: Map your Business Process in Salesforce »
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: Number and Currency field shortcuts in Salesforce »
