Description Case Comments and Chatter Feed in Salesforce serve different purposes when it comes to communication and collaboration within a case or record. Here’s a brief comparison of the two: FeatureChatter FeedCase CommentRich Text + Inline ImagesSupportedNot SupportedFile while adding commentSupportedNot SupportedEmail NotificationOut of the BoxCustomization RequiredMention and Internal Chatter Alert/NotificationSupportedNot SupportedData Visibility ControlLess, shows […]
Introduction: In today’s business world, utilizing the power of LinkedIn can significantly increase your outreach efforts. However, to truly unlock its potential, integrating LinkedIn with Salesforce, a robust CRM platform, is essential. This integration empowers businesses to efficiently target prospects, gather valuable insights, and automate sales activities. Let’s cover the details of LinkedIn Salesforce integration […]
Introduction: Salesforce Professional Edition is a feature-rich solution designed with small businesses in mind. It has some limitations, but overall, it delivers a lot of the same functionality as the complete Salesforce suite. In this article, we will provide an insightful overview of Salesforce Professional Edition, highlighting its strengths, Salesforce Professional Edition limitations, and whether […]
Introduction In the evolution of Salesforce’s Lightning framework, the Page Layout feature remained rooted in the past. However, a recent breakthrough has transformed this landscape: the introduction of Salesforce Dynamic Forms. Dynamic Forms, a remarkable Salesforce feature, empowers users to customize record detail pages directly from the Lightning Page. This eliminates the need to navigate […]
Salesforce is doing really well in the CRM software market, especially in the UK. Their market share in 2020 was huge, much bigger than their closest competitor, SAP. In the United Kingdom, Salesforce is making rapid strides, establishing itself as the premier customer experience and relationship management software in 2023. Talking about the Global CRM […]
Unlocking Seamless Collaboration: Salesforce DX Meets Git In the fast-paced world of software development, where many people are working on projects at once, a reliable system such as Git plays a key role in maintaining code consistency and making teamwork easy. Research has substantiated that over 85% of developers attest to Git simplifying collaboration, solidifying […]
Introduction Selecting the right Customer Relationship Management (CRM) system is a crucial decision for businesses, regardless of their size. CRM systems serve as the backbone of customer interactions and internal workflows, impacting productivity and customer satisfaction. In this detailed blog, we’ll explore the nuances of Salesforce and Zoho, two leading CRM solutions, to help you […]
Maximizing Organizational Efficiency with CRM Applications In today’s dynamic business environment, technology stands as the cornerstone of success, enabling companies to bridge the gap between small and large-scale enterprises. Although 99.7% of businesses in the USA fall under the category of small-scale, many struggle to take the leap to the next level. The prevailing misconception […]
Introduction The integration between Zendesk and Salesforce not only smooths customer support operations but also enhances sales processes. This synchronization ensures that critical customer interactions are captured and utilized effectively across departments. Before You Begin In-depth preparation is key to a successful Salesforce and Zendesk integration: Comprehensive Testing: Utilize sandbox environments in both Salesforce and […]
Introduction: Salesforce Lightning Experience offers a convenient feature that allows users to customize report views by adding filter value parameters to the report’s URL. This functionality streamlines the process of accessing specific data subsets within a report. In this article, we will guide you through the steps to effectively utilize this feature, providing you with […]