Conga Composer is a popular and powerful tool for document automation. It save time to create templates for proposals, quotes in many different formats. It works great when you are creating or merging the merging the reports or data into any template. We can create Word, PowerPoint, Excel, HTML email & PDF documents in Conga composer.
Migrate Conga Templates from one Salesforce instance to another
TrailheaDX- Salesforce Developer Conference
A must attend event next year for Salesforce developer and admins is about to take place. In year 2016, Salesforce tried something new - they launched a developer-centric conference in June that is more focused and more targeted to developers and admins: TrailheaDX. This is for the continuous third year for TDX. It's like a mini Dreamforce with sessions, keynotes but all content is targeted towards developers and admins. TrailheaDX 2018 will be taking place on March 28th and 29th, 2017 at San Francisco, CA.
Salesforce Economy making the Big impact
Our experience with Salesforce economy certainly makes us feel very confident that the future is in Salesforce and the new specialized areas of IoT, AI and analytics boost this to another level.
There is a recent IDC study on the Salesforce Economy and it clearly shows that Salesforce and its ecosystem of partners and customers will create 3.3 million jobs and $859 billion in new business revenues worldwide by 2022. for every dollar earned by Salesforce, the ecosystem will gain $5.20. We are amused to see this increase from last year, and the way things are moving within the Salesforce Economy.
Getting Ready for Dreamforce’17
Dreamforce is Salesforce annual event where Salesforce customers, partners and employees participate to share knowledge and discuss upcoming features. Dreamforce is one of the most important and popular technology shows. It hosts more than 100,000 attendees from all across the globe every year. Dreamforce this year is being held from November 6th to 9th, 2017 at San Francisco, CA.
People planning to attend Dreamforce usually start preparing for it months before the event. Which sessions to attend, which keynotes should be kept on top priority, planning business meetings and so on are on the picklist of the people attending Dreamforce.
Salesforce Omni-Channel Overview
Omnichannel—a new buzzword in business world—means to seamlessly deliver customer services/support on multiple channels. Omni-Channel is a Salesforce feature which comes under the “Service Cloud Module” released as a Beta in Summer ‘15 and was then improved in Summer and Winter ‘16 release. Salesforce continues to improve the Omni-Channel functionality with each release. Omni-Channel is an important part of Customer Service Solution that facilitate a Call Center to route any type of incoming work item including Cases, Chats, or Leads—to the most qualified, available agents in the Call Center. Omni-Channel integrates seamlessly into the Salesforce Sales Or Service console.
Why Does Your Business Need an App
The world today has moved from the computer age to a mobile driven one, where a major part of the population owns a smartphone. Businesses also seek to take advantage of this shift, to provide a better overall consumer experience. If you are a business and are thinking of getting an app for your company, here are a few reasons as to why an app might be the best option for you.
Technology Automation For Construction Industry
As one of the most rapidly changing and evolving industry, matching with the new technology can be a tricky choice for some. The construction industry has clearly a different picture and position when it comes to technology. The development and advancement in the industry needs no proof and to match or add another value to make a company more favourable and professional new technologies and tools are coming in the market.
What's New at Dreamforce 2017
For the Salesforce Ohana Dreamforce has always been an event to look forward to and get inspired. Dreamforce is the annual Salesforce conference for Salesforce customers, partners and employees. This year the event is scheduled for November 6th to 9th. Salesforce every year has “Road to Dreamforce” episodes which help visitors prepare for Dreamforce. This article is based on the first Road to Dreamforce event (July 11, 2017) by Salesforce. It includes interesting updates about Dreamforce 2017 for newbies as well as veterans.
Tips to improve Performance of Klips in Klipfolio Dashboards
When a Klip is populating large amount of data in an unorganized manner there may be a chance the performance of the dashboard may decrease. Sometimes it is harder to tune performance issues after the Klip development. So there are some important considerations which we can follow while doing the Klip/Dashboard development. These considerations will help in building optimised Dashboards/Klips.
Date Picker Implementation in Klipfolio Dashboards
Date Picker is an effective custom functionality that user can implement in any Klipfolio dashboards (For e.g Facebook Dashboards, Hubspot CRM Dashboards, and Google Spreadsheet etc) to populate the data for the particular date range. It can be implemented at Dashboard Level or at Klip Level.
Stripe API Integration with Salesforce
We are working on a Loyalty Program to provide it as a SaaS. To provide it as a SaaS one of the challenges in front of us was the automation of payment from Customers. In order to facilitate quick, easy and effective payment system we decided to do integration between Stripe API and Salesforce.
Stripe is a US technology company, operating in over 25 countries, that allows both private individuals and businesses to accept payments over the Internet. Stripe focuses on providing the technical, fraud prevention, and banking infrastructure required to operate on-line payment systems.
Astrea Barcode Component for Salesforce
Barcodes are a cost-effective and reliable method to improve efficiency and reduce overheads in any Commercial Activity. They can be used to automate the data capture and its identifications. This could include pricing or inventory information or Quote or Invoice Slip etc. Barcodes make it possible to track each and every commercial activity precisely For e.g inventory levels can be identified/reduced, products specifications can be identified through scanner, location of products can be tracked, Invoice details can be identified etc.
Shorten the Salesforce record URL with Astrea URL Shortener
Do you ever feel the urge to send emails from Salesforce with link to a record, like for the reminding of the open case to an Agent or notifications to users or partners. Have you ever thought of using a short URL than a two lines long link for your Salesforce Records. Well if both the situation has an affirmative then you might have also looked for a service that might shorten the URL for you.
Attachment Converter Application
Salesforce has announced that in Winter 18 release the ‘Notes and attachments’ related list will no longer have a upload attachment button and users will be required to follow salesforce files after this. Through this salesforce gives a good option as Salesforce file gives user more capability to share, preview and revise their uploaded files.
FreshBooks Classic Integration With Salesforce
FreshBooks is a cloud-based accounting software service designed for small businesses and service providers that send invoices to clients and get paid for their time and expertise. It tracks time, create invoices, track expenses, provide reports, design estimates, send follow up emails, and allow the team members and clients to log in into the account.
Remember your Tasks easily with My Activities
Lightning in Salesforce provides a new zeal of working on the platform and also a very engaging UI experience. From an Admin view, there are lot of things scheduled but can be sometimes missed, specially the meeting or calls scheduled for the day. The classic experience task and events reminder were missing in the Lightning and were very much required for any users to manage the work effectively.
Lightning Components of Astrea
Lightning Components are simply the individual parts that make up a Lightning App page. Components are configurable, can be placed using drag-and-drop, and user friendly. They are also native components, customizable, and designed in accordance with the new Lightning Experience. Lightning Components can allow the Salesforce admin to efficiently create a personalized user experience and provide the business with the right content to get results.
WebMerge - Salesforce Integration
WebMerge is an online platform that allows you to easily collect data, populate a document and send it to any contact automatically. It provide you with flexible document types, dynamic content, and delivery options that fit to your business needs.
Freshbooks EasyConnect for Salesforce
Freshbooks EasyConnect is a Salesforce lightning ready native Application build. It is used to connect Salesforce with Freshbook and vice-versa. It supports Point and Click graphical user interface which is simple and easy to use.
Salesforce Certification
People who are relatively new to Salesforce have the urge to get certified in order to grow their experience over the Salesforce platform. There are hundreds of resources available on web that can be used to prepare for the certifications. We will discuss about some basic resources for Salesforce Certification in this article.