Users generally are not excited to use products, until they see the benefit of using the product. This is true not only for Salesforce, any CRM which you are using for your company to manage and automate the sales process.

Coronavirus impact continues to take its toll on people and businesses around the globe, as the world is fighting these unprecedented times, getting back to work remains a challenge across the world. States in countries across the globe, affected least by COVID-19, have started to lift lockdown as per their local government orders, allowing organizations to reopen their offices for the first time in well over a month.

World is still in a battle with COVID-19 outbreak, most of the countries are still in complete lockdown, the economies are not giving a very good picture and emotionally it's been a roller coaster ride thus far. This is not the kind of introduction I wanted to start my blog with, but it's the kind of reality we’re living it in now.

Salesforce Lightning Communities are best in regards to sharing information and collaborating with your business partners and customers. They provide a framework i.e. Lightning Community Builder to create branded sites with minimal efforts. You can now use easy point- click tools to quickly design and launch your community.

A very common requirement for users is to generate a PDF or a Word document based on the Salesforce data. Examples of such requirements are: Generate an invoice based on Order/Opportunity, generate a quote for an Opportunity, an acknowledgment letter for a donation received by a NonProfit. There are numerous apps on AppExchange that have this functionality. However, generation of documents from Salesforce based on data in Salesforce can be done natively using Visualforce. In this article we talk about how Visualforce can be used to generate business documents with information from records natively in Salesforce Lightning.

Data is one of the key components of any application. Clients/Users continually make data, throughout the day. Consistently, so much Data. In a short time an organization can gather a huge number of records, a huge number of users, and a few gigabytes of data stockpiling.

Duplicates in any Salesforce org can significantly reduce productivity of the Sales team. This can also lead to poor adoption of the Salesforce org and can ultimately lead to low ROI for the Salesforce investment.

A reduction order is an agreement between a company and a customer to process the product returns, deprovision services, or reduce services that have been provisioned. For example, if a customer has purchased 30 items through an order and then requests to cancel five items in the order, you can create a reduction order with five items to track the request.

Volunteers for Salesforce (V4S) is a Salesforce product that helps manage NonProfits in managing volunteer events and volunteers. NonProfits are able to track the volunteers and the hours they have worked, and volunteer jobs, both ongoing, and for a specific event, and shifts for specific jobs

Xero is an online accounting system which is very useful to manage invoices, bank reconciliation etc. We integrated Xero and Salesforce to use their functionalities together. We did this work for a US based customer which facilitates this integration. This app is used to synchronise the data between both the systems - This is a two way synchronization

We have always wanted to organise all our chatter feeds and posts in a single place, having a cleaner UI, a well Organized manner with easy access and, thats where Chatter Streams comes in. It's a feature that comes with the Summer 17’ release for Lightning. If somebody wants to see posts from a particular group, Account or a User, Chatter Stream will help you stay organized with your Chatter feeds. Chatter streams are only available in Salesforce Lightning only.

Einstein Opportunity Insights utilizes your Sales Cloud information from chronicled deals cycles and commitment with clients (e.g., email) to find remarkable examples about your business cycles. It perceives when arrangements are on target or in danger, and offers suggestions on the best moves to make to quicken deals and increment win rates. By examining thousands of news stories every day, Einstein Opportunity Insights makes deals with clients aware of basic improvements influencing their records. Einstein Opportunity Insights moreover gives center around the most significant issues confronting each prospect, furthermore, guarantees salespeople will build their quality selling time.

The Campaign object is one of the most utilized highlights in Salesforce. Campaign can help promoting divisions to follow every one of their advertising assets in detail. These can incorporate regular notices and sales, messages, or more particular promoting occasions like demos, gatherings, Trade Show, and Referral Program. By following leads and contacts focused by every asset, just as their Comments and Responses, Marketing supervisors can undoubtedly deal with each Campaign to the kind of promoting endeavors it speaks to.

In Salesforce, as we move towards the digital age, we need advancement in the customer service support sector. Waiting in long call queues just for simple queries can be very hectic for customers and thus degrading the customer service experience. Even your customer service agents cannot give their time to some complex issues that actually need their assistance. And for the sole purpose of enhancing the customer service experience for the valuable customers Salesforce introduced Einstein Bot. In this article we talk about Einstein Bots and their benefits.

Every business revolves around its customers and their experiences. Providing customers with a positive experience is always at the top shelf of every business to-do list. In Salesforce, the Service cloud maintains the growth of the customer lifecycle with the help of Support Agents, Einstein for Service, and various other features.

Lightning Flows is a powerful automation tool that can be used to automate complex business processes without having to write code. Flows let you work smarter, not harder, by saving your time and energy. Flows serve as basic templates and that can be easily modified and extended to enhance the functionality without having to write code.

The most common condition met while working on an integration project is that the third party either does not have API’s or is unable to provide CSV file to transfer the data. At times like these you can simply ask a third party to send an email and then the email’s header, content and/or attachments can be in Salesforce through Email Service.

Salesforce offers many automation tools like Approval processes, Workflows, Process Builder, and Cloud Flow Designer to automate the business processes. For setting up business rules most consultants make use of Workflow and Process builder.

In Mobile smart actions there are a set of preconfigured quick actions. We can use them to set up quick actions for mobile users. Mobile smart actions are visible only to the user in the Salesforce mobile app. As they are preconfigured a Salesforce administration can set them up quickly.

The Lightning Usage App tracks Assumptions and usage of Lightning Experience platform, so you can monitor the progress of your changes and understand your users’ needs.