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 […]

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 […]

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 […]

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 […]

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.