Salesforce Blockchain

Salesforce Blockchain is a distributed ledger platform designed for Customer relationship Management (CRM). It is a low-code platform that can build trusted partner networks that share distributed and verified data. The growing list of records, called blocks, that are securely linked together using cryptography is what blockchain is about. Moreover, blockchains are resistant to modification of their data because once recorded, the data cannot be altered without altering the other subsequent blocks. It feasibly manages blockchain networks, workflows, applications and contracts through clicks instead of complicated codes.

Continue reading →

Web Studio Marketing

Salesforce Web Studio is the platform that lets you collect customer data and create personalized content for landing pages, microsites and mobile apps.

What is a landing page? It is that page which has static or personalized content, linked from an ad with a predefined set of products or information, or linked from an email. Subscribers are provided with more information in the landing pages. For referential information and transactional processing; landing pages are useful.

Continue reading →

Email Studio - Staying in touch with your clients

What is an Email Studio? How does it work? Why is it important? Yes, it is another marketing concept. Salesforce Email Studio is the tool used for sending a commercial message, typically to a group of people, using email. Every message sent to the customers can be included in the board area of Email Marketing. Email Marketing involves using Email to send advertisements, request business, or solicit sales or donations. It enhances a merchant’s relationship with current and previous customers, encouraging customer loyalty and repeat business. This has emerged rapidly alongside the technological growth of the 21st century. Basically, transactional mails and direct Emails are trending.

Continue reading →

Salesforce Certification Exam Maintenance

Salesforce provides customer relationship management software and also applications based on sales, customer service, marketing and analytics. Salesforce certifications are in high demand. Salesforce Maintenance Exams are required to keep your Salesforce credentials valid. With ever changing Salesforce platforms, one needs to keep one’s knowledge up-to-date. In 2018, following changes were made for Salesforce Maintenance Exam:

Continue reading →

Marketing in our fist - Salesforce Mobile Studio

An era of Digital India and a period of online strategies! The world has become in reach of our fist. We are technically advanced and thus the virtual and real scenes are really helping us to reach our goals and to fulfill our dreams. Communication always did connect us for our betterment and for our upliftment. Likewise, here we can say that a mobile phone has really made our life easy and hassle free.

Continue reading →

DREAMFORCE 2022

Dreamforce is one of the largest conferences in the world. It is Salesforce’s massive event and used to have over 170000 attendees occupying most of San Francisco over a 4-day period in the 2nd half of every year. It will cost you liberally but one can enjoy discounts based on partnership and organisation. In the wake of the pandemic, Dreamforce has adapted to cater on a virtual ground too. They also organise on-demand events. Salesforce is nothing but it is a software that helps break down the technology silos between departments to give companies a complete view of their customer everywhere they interact with your brand.

Continue reading →

Salesforce Flow to update smartVcard fields for Nimble Users

Smart vCard makes it easy to export and import your Salesforce CRM Contact information as vCards. Smart vCard is available on AppExchange. Smart vCard allows for exporting Contact information one at a time or in multiples. Contact information can be exported from Leads, Contacts, Accounts and Users. You can also import multiple contacts from a VCF file on a single click. Nimble AMS helps in creating and managing a stellar membership experience for processing orders, managing events, and analyzing your organization’s data. As Nimble uses Person Accounts so we have added two custom fields in our Smart vCard app that are SmartvCard__Email__c and other is SmartvCard__Organization__pc which are added to Account object in Nimble. To populate these two custom fields, we have created a flow which will trigger when the field's values of NU__PersonEmail__c and PrimaryAffliateName__c are changed.

Continue reading →

Transferring Flows from one Salesforce org to another

As a Salesforce partner we often build flows that have utilities across different businesses. With minor changes the same template of flow can be used in different scenarios. In such cases it is helpful to take the flow and copy it to another org, and then make the necessary changes to the flow in the new org. In this blog we explain how Flows can be copied from one Salesforce org to another.

Automation or the practice of having software and machines perform routine tasks, is taking over and is here to stay in almost every industry around us. Salesforce Flows are precisely that. It is an automation tool that provides declarative process automation for the Salesforce app, experience, and portal.

Continue reading →

Creating new leads in a mobile device

A client had requirements that they want to enter leads on a mobile device when they visit a conference. Since she meets several people in the event, she needs a simple form with only a few fields. In this article, we explain how such a requirement can be implemented using lightning flows.

Introduction

Automation, or the practice of having software and machines perform routine tasks is taking over and is here to stay in almost every industry around us. Salesforce Flows are precisely that. It is an automation tool that provides declarative process automation for the Salesforce app, experience, and portal. Salesforce gives us the functionality through Flow Builder to fully automate a guided visual experience. It has very high functionality as it can be implemented in almost all processes to bring some form of automation.

Continue reading →

What Is MFA and Why Is It Important?

What Is MFA and Why Is It Important?
As data security is one of the most important agendas for every organization, it’s important to implement strong security measures to protect your business and customers.

Usernames and passwords alone are not sufficient protection against unauthorized account access. Multi-factor authentication (MFA) provides an extra layer of security apart from user name and password against threats like phishing attacks, credential stuffing, and account takeovers.

Continue reading →

Automation to calculate the duration of picklist fields in Days

It is often needed to calculate the number of days spent in each stage for an opportunity. This helps the management to identify bottlenecks and trends in sales. As an example, if opportunities are taking too much time on the Qualification stage, then management can take necessary steps to expedite this phase. In this blog we share an implementation of this feature using Flows.

Continue reading →

EMI Calculator using Salesforce Flow

In this article we provide a sample implementation of an EMI calculator using Salesforce Flows. A screen is built that takes three inputs: Amount of the loan, interest rate, loan tenure in months. The formula used for calculating the EMI is

Continue reading →

Hydra Clone Records In Lightning

Hydra is a lightning component which helps organizations to clone the records of any object. It also gives the functionality of bulk cloning, User can clone any number of records. Hydra is just like Astrea Clone but Hydra implements similar functionality as a lightning component.

Continue reading →

Smart Currency Converter

Smart currency converter is a lightning component used to convert a currency from one unit to another.This component is very easy and simple to use. User just needs to click to convert currencies.

This component can be added to any detail page and thus saves time. Users do not need to switch to another platform just to convert the currency which could create chaos.

Continue reading →

Astrea Object Hierarchy

The free app supports effortless visualization of object hierarchies in Salesforce. Astrea Object Hierarchy graphically displays two-level child hierarchies related to a particular record. Often there is a need to display child and grandchild records for a record. This app facilitates this functionality.

Once the App is installed in the org. We can add an 'Astrea Object Hierarchy' button to the detail page of any standard or custom object through the page layout. By default, it is available for standard objects like Account, Contact, Lead, Opportunities and there is a provision to create the same button for custom objects.

Continue reading →

SEND EMAIL ALERT WHEN AMOUNT DROPS BY 25%

Salesforce flows is a powerful tool to automate complex actions. Users just need to drag, drop and enter the logic. Flows is a tool which works just like code logic without using a programming language.

This is a use case where we are sending email alerts to the sales manager when the opportunity amount drops by 25%. This would help sales managers to approach their opportunities easily.

Continue reading →

Salesforce flows: new features in Winter 22

Salesforce continues to take more and more technical updates in Flows. Every Salesforce release flow contains powerful enhancements. In the Winter ’22 Release of Salesforce, we could find many enhancements related to Salesforce Flows.

Auto-Layout Can Now Connect To More Elements

Continue reading →

DEACTIVATE USERS NOT LOGGED IN FOR PAST 90 DAYS

Salesforce flow helps the users in automation and makes their work easy. A schedule triggered flow starts at a specified date and time with a specified frequency. So the user does not have to again and again do the thing manually and it saves his time.

If the User has not logged in for the past 90 days, we want to deactivate the User automatically with a note that the user has not logged in for 90 days.

Continue reading →

Present Value Calculation Using Salesforce Flows

Several businesses have long term projects or delivery schedules. At times in these businesses the payment is received after project completion. A project might continue for several months/years. To plan for revenues and profits in such businesses a concept of Present Value is important.

Continue reading →

Salesforce To Salesforce Integration

Salesforce to Salesforce is a feature which allows organizations to share records among Salesforce organizations. Partners and Customers can collaborate within and across Salesforce organizations more easily and effectively. Users can create connections among two Salesforce organizations and publish or subscribe objects with selected fields between two orgs. Users can share the records and get updated data easily without a single line of code.

Continue reading →