Blog - Tenetizer Technologies

Supercharge Customer Experience with the Power of Zendesk To Salesforce Integration

INTRODUCTION Salesforce CRM is a leading customer relationship management platform trusted by businesses worldwide. With its comprehensive suite of features and cloud-based infrastructure, Salesforce CRM empowers organizations to effectively manage customer interactions, drive sales, and deliver exceptional customer experiences. Zendesk support is a well-known ticketing system specifically designed for tracking, prioritizing, and solving customer support […]

A Comprehensive Guide to Integrating WordPress with Salesforce: Best Practices and Methods

Requirement One of the our customer has their website built in WordPress and they are using WP form to capture the Lead/Contact-us requests. WP form is good but not very friendly in syncing with CRM which is running in Salesforce. We tried several options below that may give you idea if you are trying the […]

Can we add a chatter free user as the account or Opportunity owner?

Requirement Sometimes we have several Chatter Free User Licences are available and we think to use for a placeholder or like a queue for the object where Queue ownership is supported. In our scenario, we wanted to have Opportunity to be assigned by default a queue but Opportunity is to supported to Queue, so we […]

How to choose best CRM for your business

Understand your need first If you’re looking for dedicated customer relationship management (CRM) support Marketing Operation, Sales Operation, Service and Support and Customer Success platform, here are some great options depending on your business size and needs. Salesforce MS Dynamics Hubspot ZOHO GoHighLevel Zendesk These CRMs provide customizable workflows, automation, and integrations to help businesses […]

bypass Multi factor authentication for Salesforce User login

Requirement Bypassing Multi-Factor Authentication (MFA) for Salesforce user login is not a recommended or standard practice because it compromises the security of your Salesforce environment. However, there may be specific scenarios – Such as integration users or Certain types of automation, where MFA is not supported. Sometimes Admin does not need this and they want […]

Knowledge Template in Salesforce Lightning Knowledge

Salesforce Lightning Knowledge provides a robust framework for creating and managing a knowledge base that supports your customer service and self-service efforts. While most knowledge base tools offer predefined templates to create and manage different types of articles, Salesforce, unfortunately, does not provide such functionality out-of-the-box. This limitation means you’ll need to design your own custom […]

Integrate React App in Salesforce: A Comprehensive Guide

Introduction Salesforce is a robust CRM platform, and integrating it with a modern front-end framework like React can enhance user experience significantly. One of the our customer wanted to use a open source React App to be able to create advance email templates in Salesforce using this plugin: https://github.com/usewaypoint/email-builder-js This blog explores how we approached […]

5 Practical Steps to Optimize Your Salesforce Setup & Cost

1. Audit Your Licenses—Only Pay for What You Need Licenses often represent the bulk of Salesforce costs, but many companies pay for unused or underutilized licenses. Action Steps: Go to Setup → Company Information → User Licenses to view active licenses. Identify inactive users or licenses assigned to roles that don’t need full access. Downgrade […]

How Salesforce CRM Can Benefit Real Estate Businesses?

Salesforce CRM offers powerful tools that can significantly benefit real estate businesses by streamlining operations, improving customer relationships, and driving sales. Here’s how Salesforce CRM can support real estate organizations: Why Salesforce? Marketing Automation With Salesforce Marketing Cloud, real estate businesses can automate email campaigns, generate targeted advertisements, and create marketing workflows based on user […]

Optimize Salesforce Costs by Using Partner Community Licenses

Goal Salesforce is a powerful and most used CRM platform, but licensing costs can quickly add up, especially when multiple users need access to different parts of the system. One strategy to optimize costs is by transitioning certain users to Partner Community licenses. This blog explores the benefits, considerations, and best practices of using Partner […]

Auto-Response Rules VS Workflow Email Alerts in Salesforce Service Cloud

deciding between Case Auto-Response Rules and Custom Email Alerts for customer support case acknowledgment emails, both approaches have their strengths. The choice depends on your specific requirements and flexibility needs.