Multi Factor Authentication

Multi Factor Authentication is a feature which prevents unauthorized access to User’s accounts. An organization's prior agenda is to protect their user’s data and prevent it from any cyber attack. This multi factor authentication adds an extra layer of security to protect the Salesforce account and data.

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Astrea Clone

Astrea Clone is an application made by Astrea which helps any organization to clone any record be it a custom object or a standard object. This application allows cloning of a record up to two levels i.e. it also gives an option to clone child objects or related lists. Users can clone a record just by clicking a few buttons. For example if you are cloning an account, you can also clone the related contacts and cases.

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CHATRULES: Automatically follow records based on business rules

Chatrules is an application launched by Astrea to ease the process of following and unfollowing the records on the basis of business rules created by the users. It helps the organization to track important records easily.

Chatrules supports six standard objects: Account, Contact, Opportunity, Lead, Case and User. Users can also see the dashboards and have the statistics about the chatter in their organization.

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Astrea Unit Converter

Astrea Unit Converter is a Salesforce Lightning component. Using this component, the User can convert various Units from one type to another. This component allows you to check all types of metric conversion of measurement units, for example: weight, area, temperature, time, pressure, speed, force, volume, data storage, energy, degree, number converter etc.

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Partner Learning Camp

Salesforce has been the market leading Customer relationship Management platform for the last several years. It brings automation, integration, data visualization and many more such features. Salesforce trailhead has existed for a few years now, as the learning and training platform but it focuses more on users and developers. As a result, Salesforce partners were dependent on trailhead courses, Salesforce documentation and blogs from different websites to upgrade their skills. Traditionally partners have used these resources to provide best solutions to their customers.

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Astrea Barcode Component

Astrea barcode component is a free salesforce lightning component. It allows the user to generate barcodes and convert any text to barcode i.e. in binary format. This app provides facility for every field of all standard and custom Objects in Salesforce.

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Time Management with Salesforce Flow

As business people, all of us need to answer the question: Can we manage our time such that the right time is allocated to the right activity?

Yes, we can manage our time, such that it gives us extra time to spend in our daily life. People who can time-manage effectively enjoy having more time to spend on hobbies or other personal pursuits. Managing time well leads to more opportunities and less time wasted on trivial activities. But we all need a tool to manage all things and in Salesforce with help of flow we can create a process to maintain all the things.

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Salesforce And Slack Integration Using Zapier

Salesforce is a highly versatile Customer Relationship management software and slack is the most commonly used communication software for businesses. So why not integrate the processes between the two platforms?

Zapier is a tool which lets the user connect one online service with the other without any code required. Zapier lets the user send information bidirectionally either from Salesforce to slack or slack to salesforce just with a few clicks. The user can connect more than two apps and can automate the entire workflow. Zapiers Zap definition includes triggers (that defines the criteria when integration is to be initiated) and actions (that defines what action is performed, like what data should be transferred).

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Dreamforce Event December

Dreamforce 2021 is a highly-anticipated event, held completely virtually and is set to take place December 09’ 2021! It’s always one of the biggest events of the year and this time uniquely New York experience. Trailblazers packed with energy, innovation and to learn new things from new speakers. Dreamforce is a learning experience where you can attend keynotes and also get to experience how they’re leading through change, you’ll hear about new ways to work, and we’ll all get inspired by visions of a brighter future and also hear insights from the experts.

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Magic Mover For Notes And Attachments To Lightning Experience

Magic mover for notes and attachments to lightning experience is an application available on AppExchange that helps an organization to convert attachments to files and classic notes to enhanced lightning notes in an easy manner. This app is best used in salesforce classic. This tool is intended to be run by system administrators. This app does not allow email attachments to get converted to files. Salesforce only supports Files and Enhanced notes and recommends converting the existing attachments and classic notes to Files and Enhanced notes respectively.

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Create report on Duplicate Leads and Contact

In Salesforce, The standard contact matching rule and standard lead matching rule identify duplicate contacts and leads using match keys, a matching equation, and matching criteria. They’re activated by default. Quite often we have several contacts with the same email addresses. Duplicate contacts can impact the productivity of our users. In this blog we explain how to identify contacts or leads with the same email address.

Matching Rules will identify ‘what field’ and ‘how’ to match. For example, ‘Email Field, Exact Match’ or ‘Contact Name, Fuzzy Match’ . They don’t do anything on their own.

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Salesforce and Slack Integration

Slack is one of the most commonly used chat platforms for business communication. Salesforce has announced “Salesforce for Slack” which allows the user to communicate in real time without switching between Salesforce and Slack. It allows the user to send updated, deleted or newly created Salesforce records to slack and also provides the facility of sending different types of alerts to slack. This integration will result in an increase of team collaboration and productivity.

The Salesforce CRM and slack integration allows the user to search and share Salesforce Contacts, accounts, leads, opportunities and some more standard objects. The Salesforce for slack app is available for all editions and in both lightning and classic experiences.

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Salesforce Backup and Restore

Data loss can have huge implications for an organization. Organizations store critical information including clients, employees, cases, orders in the Salesforce organization.

So, for this Salesforce has launched a product named Backup and Restore at Dreamforce. Salesforce Backup and Restore is a product to help organizations to protect their data against any unexpected system and human errors by automatically creating backup copies of business data.

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What is CPQ? Introduction to Salesforce CPQ

CPQ software, also known as Configure Price and Quote, is a term used in B2B (Business-to-Business) industries to describe software systems that allow sellers to quote complex and configurable products. It aims to provide accurate pricing given any product configuration scenario.

CPQ software is used to fulfill a specific purpose: to increase efficiency at the most basic level of the sales process and reduce any and all forms of possible errors in complex quote generation.

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Salesforce Interaction Studio

Salesforce Interaction Studio was released as an extension to Salesforce Marketing Cloud for providing real-time customer behaviour tracking and customer experience customization. This real-time reporting can be across channels like a brand's website, social media accounts, mobile apps etc. A single engagement profile is created for a user’s interaction with all the different channels a brand has. This provides a holistic view of the customer’s interaction and subsequently, Salesforce Marketing Cloud can be used to follow-up with relevant content, promotions, discounts etc.

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Salesforce Acquires Slack - Slack App + Salesforce

During the acquisition of Slack, Salesforce has the goal to help people to work from anywhere in this new all-digital world. And the Salesforce developers should have the opportunity to be at the forefront of this world by using Slack to surface the information their customers need at their needy time.

On July 21, 2021, Salesforce announced its acquisition of Slack Technologies, Inc. Marc Benioff, Chair and CEO of Salesforce said - “We couldn’t be more excited to have Slack as part of the Salesforce family, combining the #1 CRM and the trailblazing digital platform for the work anywhere world”.

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Native App vs Hybrid App

In the modern era, mobile devices have become the most popular and useful gadget. It provides numerous benefits such as instant communication, social networking, web surfing, GPS, and various other productivity mobile applications.

Mobile applications which are also known as apps have become the most crucial part of every organization. Everyone wants to incorporate apps in their workflow to easily access their work from anywhere.

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SALESFORCE MAPS

Have you ever been trying to analyse your salesforce data by its location and wished that you could view it on a map? Or maybe you would like that you simply could make your field sales teams more efficient by giving them a tool that quickly and simply plans the simplest router for their daily visits, and that they can fit more customer visits in every day … Introducing Salesforce Maps!

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The Reimagined Trailblazer Community

Salesforce always amazes their Trailblazers by providing them with new learning platforms to empower their knowledge, skills, and many more. Again Salesforce surprised their Trailblazers with the New Trailblazer Community experience. In the TrailheaDX 2021, Salesforce announced the Reimagined Trailblazer Community.

The new Trailblazer Community brings the Community and Trailhead together into one unified platform. It will empower everyone whether they are new to the Salesforce or they are experienced Trailblazers.

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Email-to-Case in Salesforce

Email-to-Case in Salesforce is a standard feature that automatically converts an email into a case. It also automatically populates some of the case information which in return saves the manual efforts.

Salesforce Email-to-Case is used when you have more than one support email address that agents handle manually. If your company has multiple support email addresses and processes then you can configure more than one Email-to-Case channel.

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