Organize the records in Salesforce by using Personal Labels
Introduction Salesforce has introduced “Personal Labels” feature in Summer’24. Your users can create their own personal labels and tag records …
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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…
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CTI Five9 and Salesforce Integration Guide
Five9 is cloud contact center software for inbound, outbound, blended, or multi-channel operations. This solution includes management capabilities such as campaign management, quality monitoring, real-time and historical reporting, and call recording. Combine the power of Five9 seamlessly within the Salesforce Omni-Channel widget to empower your contact center with real-time intelligence and automation. Enable agents with Einstein…
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Salesforce Winter ’25 Release – Top Features
Dynamic Highlights Panel – Winter 25 release – The Dynamic Highlights Panel, introduced in Salesforce’s Winter ’25 release, allows administrators to display up to 12 key fields at the top of record pages, enhancing user experience by providing quick access to essential information. Unlike the traditional Highlights Panel, this feature offers dynamic visibility rules, enabling fields…
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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…
How can Partner User access all Tasks in Partner Community in Salesforce
REQUIREMENT To set up a Partner Community where multiple users from the same account can view each other’s Tasks, we …
Managing Salesforce Email QuickAction on Case Feed with Apex
How to Manage Salesforce Email QuickAction on Case Feed Using Apex: A Step-by-Step Guide
Service Cloud User License Features in Salesforce
Description The Service Cloud User license in Salesforce provides additional functionality beyond the basic Case Management capabilities available with a …
Pending Approval Reminder Notification in Salesforce
Pending Approval Reminder Notification in Salesforce