Auditing plays a vital role for every organization so as to keep their data organized and secure. They always need some audit software by which they can manage the login details of the employees and to trace their activities.

For this, Salesforce introduced a hidden gem: the Audit Trail feature to monitor the setup changes in your organization. Let’s deep dive in about - What is the Audit Trail and How to view the Setup Audit Trail in Salesforce.

Salesforce never misses a chance to amaze their Trailblazers. Likewise, Salesforce brought the TrailheaDX 2021 event on June 23, 2021. It is the event of the year for all the Trailblazers including Developers, Admins, Architects, IT leaders, Partners, and for others as well.

The TrailheaDX 2021 was truly a big event for all the Trailblazers where they get a chance to grasp a lot from the experts and also take in a lot of knowledge about Salesforce innovations and new products.

Salesforce Einstein Opportunity Scoring uses data science and machine learning to score the opportunities. It helps the sales team in closing more deals by quickly prioritizing the right opportunity. The Salesforce Einstein Opportunity Scoring feature gives a score from 1 to 99 to an opportunity that is available on the list views and on the opportunity records. The score allows salespeople to focus on important opportunities, leading to a productivity gain. The score is determined based on trends of historical data.

In Today’s world, Salesforce has become the most popular CRM used for transforming business across the globe. Salesforce provides numerous tools to deliver the best services to the customers. If anyone who manages information in their Salesforce environment will definitely encounter a situation where they want to migrate data from a non-Salesforce database into the Salesforce environment.

Every organization wants to increase its revenue and it is only possible by selling to, finding and keeping customers. Each business has its own unique sales process having its unique sales lifecycle. Salesforce makes it easy to set up your unique sales life cycle using the feature of Sales process. For sales, the companies need a solution by which they can maintain the process of converting a lead into a prospect. The companies can execute all this with the help of the Salesforce advanced feature i.e. Sales Process.

Salesforce Lead Scoring is a powerful model which helps the sales and marketing departments in identifying which prospects are most valuable to the company and determines its current sales funnel. The lead scoring system works only when it is set up adequately and when it is used regularly.
With the Lead Scoring feature, the sales and marketing team can better judge how close a customer is to making a purchase.

Over the past years, Salesforce has provided us numerous features which are extremely helpful in handling Salesforce data. Likewise, there is also one of the features introduced by Salesforce to track the field history of the standard and the custom objects. Salesforce field history tracking is a great feature when it comes to reporting on historical data. In this blog, you can learn a lot more about the Salesforce field tracking feature.

Dashboards are a super cool way to visualize your organization data. Earlier when there were static dashboards, the administrators needed to create a clone of dashboards for every level of data access. If any organization has a thousand of sales representatives who want to access a single dashboard then the administrator has to clone the dashboard so that each of the users can access their dashboards. And each dashboard contains corresponding reports, which requires to be cloned as well and was a tedious task for the administrators

Why is Duplicate Contact Management Required?

• Duplicates in data not only affects the quality of data but it also leads to business loss, lack of integrity and user productivity.
• This can be frustrating because the organization might have crucial information stored on one record, but not on the other, it also leads to loss of trust even from the reputed organisation.
• Data can be duplicated in the system when a user imports data from external sources or manually enters data and there is no sign of warning to prevent the user.
• If users don’t pay attention while merging records in their system, the duplicate data gets accumulated in the long run.

Odoo is a Business Management Software which includes CRM, Billing, Manufacturing, Accounting, Warehouse, Project Management, Inventory Management and E-Commerce. Odoo - open source ERP is the leading open source solution and it was released under the AGPL license. Sales Module is one of the most important modules in Odoo as it handles the sales order management. Sales management module allows you to create a new sales order which can be filtered as per your requirement.

Auto-Response rules in Salesforce make it possible to send an automatic email response to a lead or case based on the record’s attributes. A Salesforce administrator can send an automatic reply to the customers to assure them that someone from your company has acknowledged their query. You can create as many auto-response rules as you want based on any attribute of the incoming lead or case, but only one rule for the leads and one for cases can be active at a time.

An Out of Office message is the automatic response sent to your colleagues, customers, and clients when you are away from work. An out-of-Office message can let your sender understand that you are out of the office or away from work.

Email templates increase the productivity of the organization and ensure consistent email messaging. Admins can save their time by using email templates and can standardize the email sent by you or Salesforce users of your organization.

These days all Salesforce organizations receive a lot of cases daily. Responding to cases on time is critical for the success of any business. Due to the other priorities, at times employees may not get time to resolve the cases on time, and as a result some of the important cases may not get the required attention.

Every organization, whether it is small or large, has a website. With the help of marketing strategies, organizations are trying to attract visitors towards their website. The website form can even convert those visitors into customers. A well-designed web form can capture crucial information about visitors including their interest in your products and services. This technique is known as Web-to-Lead. Using Web-to-lead information submitted on a Website is used to create a lead in Salesforce.

Assignment Rules
Assignment rules are the powerful features of Salesforce that automate the organization’s support and lead generation process. It automatically assigns the leads and cases to the particular users or places them into the queues based on defined criteria. The companies normally use one rule for every purpose. You can assign as many assignment rules as you want but only one rule can be active at a time.

Salesforce Web-to-Case allows you to gather your customer support requests directly from your company’s website. Using Web-to-Case it’s easy to submit the simple, unauthenticated web page that allows your customers to submit their cases directly to your Salesforce.com instance. Web To Case is the process of capturing cases from a website. You can post a public case submission page on your website with your styling and branding. It can improve the productivity of your support team.

Salesforce always provides the best learning platforms and has developed numerous learning platforms where anyone can easily learn new skills from anywhere. Users can easily access the learning pathway when in need. Trailhead is one of the best learning platforms which Salesforce has created. It creates a marvelous impact on the learners' life and helps them in enhancing their knowledge.

Salesforce is the CRM solution that brings the companies and the customers together. It gives a single shared view of customers which you can access from anywhere. Salesforce provides cloud solutions for sales, communities, service, analytics, marketing, platform, apps, AI, and more.

Dreamforce is an annual four-day event that brings together all Salesforce communities. In Dreamforce, Trailblazers come from all over the world to share their success stories and to learn from each other. Dreamforce is a learning experience where you can attend sessions, workshops, and keynotes, and also hear insights from the experts.