Types of reports to track sales productivity
The C-suite executives and sales leaders must swiftly make decisions and exhibit agile thinking. However, this becomes challenging when faced …
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Supercharge Customer Experience with the Power of Zendesk To Salesforce Integration
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Managing Salesforce Email QuickAction on Case Feed with Apex
In Salesforce, QuickActions allows users to perform specific actions efficiently, directly from the feed or record pages. One powerful use case is customizing the Email QuickAction on a Case feed. In this article, I’ll walk you through how to manage this QuickAction via an Apex class. Step-by-Step Guide 1. Create the Apex Class First, you…
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Service Cloud User License Features in Salesforce
Description Service Cloud Feature License In this article let’s explore what is this license and what a User without this feature license is going to miss. Access to Service Console App – Omni-channel Access to Service Console App – Live Chat In order to enable Einstein Chatbot, need at least one Service Cloud User In…
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Pending Approval Reminder Notification in Salesforce
Pending Approval Reminder Notification in Salesforce
Create quick action with LWC dynamically using apex & tooling aPI
What’s Quick Action? In Salesforce, a Quick Action is a powerful feature that allows users to perform specific tasks or …
Email Alerts are not being sent from Salesforce
Description This article outlines how to troubleshoot when some or all of your Users don’t receive emails sent from the …
Most Common Salesforce Integration Challenges
In today’s business landscape, companies utilize a multitude of applications for various functions such as Sales, HR, Finance, Operations, and …
Why does an SMB require Salesforce as a CRM?
INTRODUCTION As a Salesforce Architect and developer, I’ll admit that I have a soft spot for the platform. But when …