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June 3, 2023
Salesforce CRM typically contains rich structured information about your customers and partners. It becomes even more valuable if you have the ability to attach semi-structured and […]
March 26, 2023
Listening to your customers’ feedback is a key driver for building stronger customer relationships with them. It is a critical tool for retaining and growing current […]
February 21, 2023
Salesforce is a great platform to manage your customer relationships. It provides a lot of data and tools to get a 360° view of your customer. […]
September 27, 2021
Presenting data in a tabular form is one of the most preferred ways of displaying information (everyone loves spreadsheets!). So it is not a surprise that […]
September 3, 2021
One of the parameters you may use for territory planning is proximity of your account managers to their accounts. Having account managers close to their accounts […]
August 31, 2021
Integrating Salesforce with other systems is inevitable as your business grows. But integrations have a way to expand in scope. It is not unusual to end up […]
August 31, 2021
Checklists are used in many industries to ensure that standard practices are followed. Usage of checklists in aviation, software engineering and surgical procedures is very well known. […]
July 23, 2021
The Salesforce platform can be a game changer for your business. The speed and flexibility offered by the platform to configure and customize secure cloud solutions […]
February 7, 2021
Integrating external systems data with Salesforce is a common use case in any Salesforce implementation. Such external systems may provide ERP, Finance, HR or some other […]
December 9, 2020
Lightning datatable is a powerful component in Salesforce to display tabular information. A lightning-datatable component displays tabular data where each column can be formatted based on […]
November 21, 2020
The Formula Field in Salesforce is a powerful tool to show data using automatic calculations. An example would be to show the average assessment score after […]
January 15, 2020
Salesforce Lightning offers many useful components out-of-the-box which makes it easy to quickly build your own Lightning based custom functionality for customers. A “Lookup” – search […]
March 20, 2018
In the Spring ‘18 release, Salesforce has come up with some long-awaited formulas useful for Admins. Functions like Addmonths, Currencyrate, Mceiling, Mfloor, and Weekday are now […]
February 7, 2018
Salesforce uses multi-factor authentication to increase security around your Salesforce setup. But you provide access to customers, partners and other external users through community and other […]