📍 Client Overview Our client is a rapidly growing US based real estate investment company specializing in lead generation, property acquisitions, and dispositions. They have thousands of Agents and Brokers, Realtors in their CRM – Their teams manage complex workflows involving agents, buyers, and sellers across multiple locations. They have following processes in built in […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
