Pending Approval Reminder Notification in Salesforce
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 […]
How to Manage Salesforce Email QuickAction on Case Feed Using Apex: A Step-by-Step Guide
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 […]
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 […]
Description If an external image is not displaying in a Salesforce or Community (Experience Cloud), this is likely due to restrictions related to content security policies (CSP) or image permissions. Salesforce Communities have strict security settings that can prevent external content from displaying, especially when the content is hosted on external domains. Troubleshooting Steps and […]
How quickly you import Leads into Salesforce Org? It’s most crucial part to generate the Leads or buy the Leads from different sources. After that, Leads are imported to Salesforce and distributed to Business Development or Sales Team or Account Executives. Most of the B2B Organization do not acquire very frequently but some Businesses really […]
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. […]
deciding between Case Auto-Response Rules and Custom Email Alerts for customer support case acknowledgment emails, both approaches have their strengths. The choice depends on your specific requirements and flexibility needs.
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 […]