Salesforce CRM offers powerful tools that can significantly benefit real estate businesses by streamlining operations, improving customer relationships, and driving sales. Here’s how Salesforce CRM can support real estate organizations: Why Salesforce? Marketing Automation With Salesforce Marketing Cloud, real estate businesses can automate email campaigns, generate targeted advertisements, and create marketing workflows based on user […]
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 […]
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 […]
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 […]
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 […]
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 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 […]