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 ...
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…
How to Securely Display an Executive Dashboard on Signage at Corporate Headquarters
🚀 The Business Challenge Recently, a client approached us with an interesting challenge. They wanted to display a Salesforce dashboard on a remote signage screen at their San Francisco office — but without: Sharing internal user credentials Exposing unnecessary tabs or navigation Compromising security Allowing broader org access ✅ Security Constraints and Limitations At first…
Salesforce CTI Tools for Real Estate: Cost & Feature Comparison
Why Real Estate Companies Need CTI in Salesforce Real estate companies using Salesforce CRM rely heavily on outbound and inbound calls to verify property ownership, confirm listings, and follow up with sellers and buyers In this article, we compare the most commonly used Salesforce CTI tools for real estate companies based on cost, features, productivity,…
Case Study: Reinventing Donation Processing with WordPress, Stripe & Salesforce
Background A well-established non-profit organization in UK relied on its WordPress website to drive community donations. While the organization had a loyal donor base, their previous automation setup created bottlenecks, inconsistencies, and unnecessary operational costs. So, this case study highlight how we achieved WordPress and Stripe Integration with Salesforce. The Challenge The customer’s WordPress donation…
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 ...
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 ...
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 ...
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 ...