Goal Salesforce is a powerful and most used CRM platform, but licensing costs can quickly add up, especially when multiple users need access to different parts of the system. One strategy to optimize costs is by transitioning certain users to Partner Community licenses. This blog explores the benefits, considerations, and best practices of using Partner […]
About Systems Finmo Finmo is a digital platform that helps mortgage brokers manage and simplify the loan application process. This cloud-based platform offers a centralized hub for managing money movement, cash management, FX management, integration, and compliance. Salesforce Salesforce.com is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics and AI. […]
Introduction Salesforce has introduced “Personal Labels” feature in Summer’24. Your users can create their own personal labels and tag records using that label. These organized records with can be found quickly by going into that specific label. This allows each user to organize their business critical records themselves, in their own way. These labels will […]
REQUIREMENT To set up a Partner Community where multiple users from the same account can view each other’s Tasks, we need to ensure that if a partner user has access to a parent record (e.g., an Account or Opportunity), they also have access to related Tasks, regardless of Task ownership. By default, in Salesforce, a […]
How to Manage Salesforce Email QuickAction on Case Feed Using Apex: A Step-by-Step Guide
Description The Service Cloud User license in Salesforce provides additional functionality beyond the basic Case Management capabilities available with a Salesforce or Sales Cloud license. Although standard Salesforce and Sales Cloud licenses do offer some Case management features, the Service Cloud User license unlocks a broader set of tools and features specifically designed for customer […]
Pending Approval Reminder Notification in Salesforce
Find out how, with Salesforce B2B Commerce and Tenetizer Technologies’ consulting services, digital transformation is taking a leap forward and operations step up. The contemporary e-commerce environment is also growing increasingly complex – the B2B e-commerce share worldwide is now more than $12 trillion. It is attributed to the globalization especially in Asia, mobile optimization, […]
Salesforce RLM which stands for Revenue Lifecycle Management is a specialized module that caters to the need of sales force in all its phases starting from the creation of opportunity to the recognition of revenues . However, it will also make it easier to understand where Salesforce RLM stands out the most? This blog is […]
Boost customer interactions by integrating WhatsApp with Salesforce CRM. Discover how to integrate WhatsApp Business API with Salesforce seamlessly and learn about Salesforce’s WhatsApp messaging capability. This article covers all the bases, from managing transactional messaging and efficient marketing to setting up automated processes and tailored communication, whether you’re a Salesforce development company or looking […]
