ServiceNow is a popular on-demand, cloud-based IT service management platform. It facilitates in managing Help Desk, Service Management processes, IT Operation Management, Security Operations, etc.
ServiceNow provides REST API to connect the ServiceNow instance with other external systems.
ServiceNow QuickConnect
Split the Opportunity in lightning with Astrea Opportunity Split Component
Have you ever had a need of splitting opportunity among your team members, like if there are a large number of tasks and you have to assign them to different people. Have you thought of doing this in lightning. Well you can do this easily with Astrea’s new Component Opportunity Split.
Opportunity Split is a Lightning component which splits the amount of any Opportunity among its team members. It mimics the standard Opportunity functionality of Salesforce Classic.
Smart News: News for Salesforce users
This free Salesforce lightning component displays News Headline from various news sources like Fortune, CNN, BBC, Business Insider, Google News, BBC Sport, Bloomberg, New York Magazine, Reddit, The New York times, The Verge etc.
SmartNews provides news headlines from multiple channels, you can also read full articles, by clicking on the article title. This will take the user to the News source site.
Clone records with Related list in button click only using Astrea Clone
Astrea Clone is a Salesforce App that helps organizations to clone a record of an object. The users can mention values for the fields that need to be in cloned records. Astrea Clone has many features which can help minimize the work in cloning object records. Astrea Clone supports all standard and custom objects and allow users to clone a single as well as bulk records in a button click.
Clone bulk records with its child records by Hydra
Hydra is a lightning component which helps in creating multiple copies of any record of any object along with its related lists. The user can mention the number of clones to create and can clone any number of object records in short period of time. The user can also make changes to the values while cloning which will get reflected in the newly created records.
View All Activities
View All Activities is a Salesforce native lightning component. The component is used to display all the activities (Events and Tasks) related to a given record of a particular object. It has simple point and click graphical user interface easy to use.
You can download the app from Appexchange View All Activity.
Know everything about Cases of your Org with Astrea Case Dashboard
Have you ever thought of obtaining reusable charts directly after installation of App from Appexchange. Have you ever been able to look comprehensively into organisation, team, and individual performance for Services and Support team. Have you thought of an App which can add the charts to the detail page of Account, Lead, Opportunity, Case, etc. Well thinking about this situation Astrea has developed an App which automates this situation by automatically creating charts from reports individually or in bulk.
FINANCIAL FORCE: Key Accounting objects
FinancialForce.com delivers ERP at Customer Speed. The FinancialForce covers business operations on the core document types such as Sales Invoices, Purchase Invoices, Credit Notes, and Journals. These operations permit the creation, editing, posting and other document specific business functions such as Invoice Schedules.
PARDOT PROCESS AUTOMATION
Pardot is a marketing automation tool. It helps an organization to automate the entire sales and marketing process. It helps in managing the projects and reports at one location. Also it keeps track of all the leads and prospects across the organization. Pardot is completely customizable so that user can personalize it to fit their requirements.
Transitioning from Desk.com to Service Cloud
Desk.com
Desk.com is a SaaS (Software as a Service) help desk and customer support product which is accessible on the cloud. Before 2014, it was known as Assistly and then was acquired by Salesforce. It was rebranded by Salesforce as a “slick social customer support software”.
Desk.com differentiates itself from Salesforce's other service platform in that Desk.com specifically targets small businesses with its features and functions.
Building a Custom Salesforce Datasource using the Simple SOQL Query Mode In Klipfolio
We were working on developing Klipfolio Charts using Salesforce Data. Klipfolio has Standard Salesforce Connector to connect with Salesforce which we were using. Klipfolio has recently launched a new feature under this Salesforce Standard Connector i.e. Simple SOQL Query Mode. Earlier either we had 2 options Importing Salesforce Report or SOQL Queries to get Salesforce data in Klipfolio. But now this new release under this connector provides an easy to use interface for building Salesforce dashboards. Now user can simply select Objects and Fields from Drop-down and Search Bar.
Loading Hubspot Data to Einstein Analytics: Wave Analytics Custom Connector
Salesforce Einstein Analytics Cloud is a powerful BI Platform which is powered by Artificial Intelligence. Salesforce recently revealed this platform for its CRM Customers. This platform has opened path to several amazing features for CRM users, enabling them to use advanced reporting with predictive intelligence instead of legacy based old analytics. The data may be inside SFDC or may reside in the other external system. You can explore your data to discover new, unexpected insights for your business. Based on the latest data you can create dashboards to continually monitor key business metrics and you can also know how your business is going on by getting instant Visualization.
Salesforce CPQ
What is CPQ ?
CPQ systems are in demand in the market, especially for the companies using Salesforce. Well, that is all for a good reason as they are indeed a very useful tool to boost the sales of any company with fast, efficient and accurate sales documentation.
The results that customers have experienced with CPQ implementations represents a really big impact that this adoption can bring and it is mentioned in the sections below how it can be be useful to you.
Astrea CaseMerge Lightning Component
Astrea CaseMerge is a free Salesforce Lightning Component which merges duplicate Cases according to the dynamically selected multi-criteria.
This component merges the duplicate child Cases to the master/parent Case along with their associated Emails, Attachments and Comments. To download this component go to this link.
Salesforce does not provide any standard functionality to check and manage duplicate Cases. There was no standard way to merge duplicate child Cases and their associated lists into the parent Case having same Email threads coming from same customer.
Syncing Salesforce with Eventbrite
Eventbrite is a market leading web-based event management system designed to make ticketing system and registration easier for any type of Event for Individuals, Organizations, or Businesses. Virtually anyone else can use the platform like any Cloud based CRM applications users etc, for e.g Salesforce, Zoho etc. It also facilitates to publish the tickets across Facebook, Twitter and other social-networking tools directly from their site's interface.
Loading Shopify Data to Einstein Analytics: Wave Analytics Custom Connector
Wave Analytics (Now Called - Einstein Analytics) is a game changer technology which brings Business Intelligence to the organisations with greater insights of decision making on Business data. Its a cloud-based platform for connecting data from multiple data sources, creating interactive dynamic views of that data, and sharing those views in certain apps.
Some of the great features of Einstein Analytics include - Facility of Instant Visualisation of Salesforce (Sales, Service, Marketing and Community Cloud Data) or External Data, Create Dashboards with Pre-built Templates (Widgets and Widget Wizards), Mashup of Multiple...
Migration of projects from Telerik to PhoneGap
On November 10, 2017, Progress announced plans to discontinue Telerik Platform. They will continue to support Telerik Platform until May 10, 2018. Telerik has provided this six month transition period to customers so that they can shift their work from Telerik platform to some other platform.
In this blog, we will discuss migrating hybrid apps developed on Telerik platform to PhoneGap build.
Reasons for selecting PhoneGap Build
- Doesn’t require Mac to build iOS application.
- Cloud based so no need to setup PC to get started.
- PhoneGap has large community
Credential Status Report Tool
Stay up to date on Salesforce Certification maintenance requirements by this new tool - Credential Status Report Tool
Salesforce has now created a new tool that allows tracking of one’s certifications and maintenance requirements. It has now made easier to know what next steps are to be taken and when maintenance requirements are due.
This tool is very simple and easy to use. The tool can be downloaded easily from the Website https://trailhead.salesforce.com/en/credentials/verification.
Manage your Phone Records with RingsTrue
Sales is an indispensable part of any business and Sales Reps spent a long time lining up all the leads that they want to call. They open every record to makes calls to the leads with the Phone number in the system. So, the phone number is the key to breakthrough a deal at all times. But this Phone Number may not always be the right one and we can imagine that the scenario may occur that more than 50% of the number are not verified and the rep will either get some message from operator or it will not connect.
Fetch API data in Salesforce Professional Edition
Salesforce Professional Edition does not support Apex language directly, So it became difficult to consume any API or external JSON / XML data into Salesforce. This article will focus on the automation for consuming the data into Salesforce from external sources.