What’s Quick Action? In Salesforce, a Quick Action is a powerful feature that allows users to perform specific tasks or update records directly from a record’s detail page, a list view, or a related list. Quick Actions enable users to streamline their workflows and perform common actions without navigating to a separate page. What can […]
Description This article outlines how to troubleshoot when some or all of your Users don’t receive emails sent from the Salesforce application. Users may report that Flow, workflow rules or approval processes emails are not being received from a sandbox or production. Debugging Steps If an email alert is not being sent in Salesforce, there […]
In today’s business landscape, companies utilize a multitude of applications for various functions such as Sales, HR, Finance, Operations, and Service to improve operational efficiency. While these applications address specific business challenges, the lack of communication between them creates a siloed architecture, resulting in fragmented customer information. Salesforce plays a pivotal role in resolving this […]
Introduction New Features Conclusion
INTRODUCTION Choosing the right Salesforce edition for your organization is of utmost importance because it can significantly influence your CRM capabilities. This comprehensive guide provides all the necessary information to assist you in making an informed decision. ABOUT BOTH EDITIONS Professional Edition The Professional Edition in Salesforce refers to one of the editions available for […]
In today’s highly competitive real estate market, staying ahead of the curve is crucial for success. With the rapid advancements in technology, the industry has witnessed a significant transformation. One of the key tools that can boost real estate businesses to new heights is Customer Relationship Management (CRM) technology. CRM for real estate has revolutionized […]
INTRODUCTION How can We enable article voting for the guest users without prompting them to login. Salesforce lets guest users vote their own article without logging in. SOLUTION To allow guest users to like or dislike articles in Salesforce, you can follow these steps: Create a custom object to track article votes. This object should […]
Selecting a CRM can be a transformative experience with far-reaching consequences, and this statement is not to be taken lightly. The extent to which a software aligns with your customer management approach, its capacity to scale and adapt to your customer service practices, ultimately determines the outcomes, measured by conversion rates, customer lifetime value, retention […]
