Introduction It is a trivial requirement to gather the feedback after ticket resolution. In this scenario, goal is to setup Salesforce Survey that will go out to customer when support ticket is closed. Prerequisites Before embarking on this integration journey, ensure that both Surveys and Communities are enabled for your organization. 1. Activate Survey To […]
Description This article gives you sample code to access the state and country pick-list values if it is enabled in your Salesforce org. Solution Makes sure the state and country picklist is enabled in the ORG. For Lightning UI : “Setup | Data | State and Country/Territory Picklists | Complete all the steps” For Classic: “Setup […]
Description This article outlines how to troubleshoot when some or all of your Users don’t receive emails sent from the Salesforce application. Users may report that Flow, workflow rules or approval processes emails are not being received from a sandbox or production. Debugging Steps If an email alert is not being sent in Salesforce, there […]
In today’s business landscape, companies utilize a multitude of applications for various functions such as Sales, HR, Finance, Operations, and Service to improve operational efficiency. While these applications address specific business challenges, the lack of communication between them creates a siloed architecture, resulting in fragmented customer information. Salesforce plays a pivotal role in resolving this […]
INTRODUCTION As a Salesforce Architect and developer, I’ll admit that I have a soft spot for the platform. But when I explore for Salesforce alternatives, I can’t locate any. As a result, for a variety of reasons, I am certain that every SMB (Small and Medium Business) requires a Salesforce setup. And let me explain […]
INTRODUCTION Choosing the right Salesforce edition for your organization is of utmost importance because it can significantly influence your CRM capabilities. This comprehensive guide provides all the necessary information to assist you in making an informed decision. ABOUT BOTH EDITIONS Professional Edition The Professional Edition in Salesforce refers to one of the editions available for […]
Selecting a CRM can be a transformative experience with far-reaching consequences, and this statement is not to be taken lightly. The extent to which a software aligns with your customer management approach, its capacity to scale and adapt to your customer service practices, ultimately determines the outcomes, measured by conversion rates, customer lifetime value, retention […]
