Amanda Salesforce Application
Amanda is an offering by Astrea that analyses the fields referenced anywhere in your Salesforce instance. It gives you the ability to search your fields in Apex classes, Triggers, Visualforce Pages, Validation Rules, Workflow Rules, Email Templates, Formula fields, Approval Processes, Page Layouts, Process Builders and Flows.
ChatRules in Salesforce
Chatrules is a Lightning ready Salesforce Application, which can help Organisations to follow and unfollow the records on the basis of created rules. By defining simple rules, a Salesforce administrator can ensure that users will follow or Unfollow the records that they want. It enhances the Chatter experience for you and your organisation.
Interactively Create Engaging Email Template
Email template is basically a structure of an email. Once you create an email template then you can reuse this template replacing it with your own content.
Einstein Lead Scoring
Lead scoring is a methodology in marketing and sales in which a value is assigned to leads based on various scoring factors. This value is often numerical in nature and it helps the sales team to prioritize the leads, increase lead conversion, improves the productivity and increases the Return on Investment (ROI).
Task Assignment to Queues in Salesforce
In the Organization, to effectively share workload, sales and service representatives are added in queues in Salesforce. But, Salesforce did not provide the feature to assign tasks to queues before Spring ‘20 release. Due to this, an organization relies on one sales/service rep for a particular task/activity to do it all.
In Spring ‘20, Salesforce provides a feature to assign tasks to a queue to share work efficiently. With this feature when a task is assigned to a queue, any of the members from that particular queue can pick the task. This way the organization's productivity can be increased.
Salesforce Data Mask
Salesforce Data Mask is a powerful tool for data security, which is widely used by the Salesforce developer and admins lately. Instead of manually securing data and access control to the data for sandbox orgs, admins & developers can use Data Mask to mask the data automatically in a Sandbox.
Export Metadata Using Workbench
Workbench is a powerful tool that helps administrators and developers to interact with organizations via APIs. Workbench supports Bulk, Rest Streaming, Metadata, that allows users to describe, query, manipulate, and migrate both data and metadata in organizations directly in their web browser with a simple and intuitive user interface.
Introduction to Salesforce Sites
The organization is an instance of the Editions provided by Salesforce and Salesforce Sites are websites created using the force.com Sites Service. So, we have to decide the Edition which is best suited for our conditions. At present, force.com Site service is included in the following Editions or Organizations: Enterprise Edition, Unlimited Edition, Developer Edition, and Force.com Free Edition Services.
Generate Excel Documents from List Views in Communities
Client’s business runs on the Salesforce Community cloud. To manage documents by various community users and internal organization users, managing data of Salesforce records is a big challenge. We came up with a solution to build a lightning component to export documents from listviews and suggested salesforce integration for easy access and downloading excel files for back office users.
Rollup Helper In Salesforce
Rollup Helper is a very popular app on AppExchange. Rollup Helper is used to get real time data on fingertips. Using this we can Roll up Salesforce data - Count, Max, Min, Average, Percent from child object to a parent object. The count, max and other similar operations on parent objects are only available for Master Detail relationships. Rollup Helper allows these features in a Lookup Relationship.
A quick introduction to Salesforce Surveys
Salesforce Surveys are used to create easy to use Surveys by simply editing to collect Feedback from the users.
With the Surveys we can add different types of questions and also can add the responses/options that participants will choose to collect the information. The Survey data that we collect from the user is saved in your Salesforce instance.
Later we can export the Survey data from Salesforce using tools like data loader or reports.
Quote PDF and Email in Salesforce1 (Mobile)
Quotes in Salesforce represent the proposed prices of your company’s products and the services. You can create a quote from an opportunity and its products. You can create quote PDFs from a standard template or from your company’s design and can email quotes to your customers.
Apsona for Salesforce
Apsona is an add-on Salesforce application used for quick data management. Apsona Product is free for NonProfits. Beyond these free services we can do much more with Apsona. These are few features of Apsona:
Custom Lead Conversion In Salesforce
Leads can be generated in many ways like from existing customers or advertisements etc. Or if you meet someone in person who is interested in your products, services. Leads also can be generated through social sites. Also we can provide descriptions about our products or services on our website. For increasing the number of leads, we can also provide discounts on our products so that people are willing to buy products.
Salesforce Dynamic Forms
Salesforce has introduced the new feature Dynamic Forms(Non-GA Preview) in the Summer '20 release. It is basically an upgrade from page layouts. You can place a field in any section that you want & provide the ability to configure record detail page fields and sections inside Lightning App Builder. Now we can customize sections and fields of the record page as per the business needs. We can migrate the fields and sections from page layout as individual components into the Lightning App Builder and then, we can configure them just like the rest of the components on the page. However, we can build pages from scratch.
DocuSign eSignature for Salesforce
DocuSign Salesforce app enables you to make each agreement quicker and in a secure way for your association. It encourages you to get your information from anyplace around the world on cloud platforms. Indeed, even the most complicated work processes can get automated quicker through DocuSign integration which thus improves the implementation of business processes.
Why Are Pardot Forms Effective?
Pardot is a marketing automation solution that helps companies create meaningful connections, generate more pipeline, and empower sales to close more deals. Pardot can automate your marketing activities and unite your marketing and sales departments so that they can work better together.
Analyze Your Lightning Page Performance
Analyze your Lightning Page Performance in App Builder evaluates the fields, instances of the Related Lists component, and metadata of a record page. If the user wants to analyze your lightning page performance then the user can also do this by clicking the analyze button. In this way we analyze your lightning page performance. Performance Analysis in App Builder is available for desktop record pages only.
ChatNow-An extension of Salesforce Chatter
ChatNow is a Salesforce Application offered by Astrea IT Services which embeds the functionality of Salesforce chatter with other additional features such as private chat and much more.Chatter in Lightning does not have the functionality to have one on one conversation between users or clients, Sure one can email a coworker, but the option to just send a private message to an individual would make it easier, eliminating the need to switch applications.
Character Recognition using Einstein
Einstein Vision brings the power to use AI and deep learning models in Salesforce for detection as well as classification. It includes these APIs - Einstein Image Classification, Einstein Object Detection and Einstein OCR (Optical Character Recognition).