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Salesforce
21Feb

Salesforce Developer and DevOps Acronyms

Here is a helpful glossary of Salesforce developer terms you will often here in relation to Salesforce Development. Acronym Meaning Defintion ALM Application Lifestyle Management “How changes and enhancements are rolled out to Salesforce instances. Having a solid ALM process ensures the org continues to work properly and delivers the most value to end-users. Within the ALM process there are three separate development models: change set development, org development, and package development.” (source) API Application-Programming Interface An intermediary that allows two systems to be integrated together. APIs enable us to make two systems “talk” to each other, to successfully exchange data when and how we expect. Salesforce has multiple types of APIs, depending on what your integration requirements are. BYOK Bring Your Own Key When setting up Salesforce Shield, you can use Salesforce’s encryption keys, or bring your own if you already have a key management infrastructure in place. CI/CD Continuous Integration/Continuous Deployment/Continuous Delivery A software development practice that refers to different automated processes. Continuous integration (or “CI”) is about automatically moving work items along a release pipeline, through environments for combining and testing packages, before promoting them to production. Continuous deployment is about immediately deploying changes to a downstream environment in your release pipeline as soon as a change or work item has been approved and merged into version control. Continuous delivery is the ultimate goal of CI/CD. It’s a culture or way of working (rather than a type of workflow), which is about releasing added value and new functionality to your end-users as soon after the completion of the development or customization work as possible. CLI Command Line Interface A text-based user interface (UI) used to view and manage files. The Salesforce CLI simplifies development and building automation by:Aggregating all the tools you need to perform commands against your Salesforce org.Synchronizing source to and from scratch org.Creating and manage orgs.Creating and executing tests.Creating and installing packages. COOP Cross-Origin Opener Policy “Shield your custom Visualforce pages from external attacks. When you enable COOP, each top-level custom Visualforce page opens in a new browsing context group. This process prevents direct access between other browser tabs and your Visualforce page and the page’s content.” (source) CPU Central Processing Unit A common computing term that refers to the component that processes instructions based on software and user input. In Salesforce terms, you’ll hear “Apex CPU”. The Salesforce platform imposes a CPU usage governor limit to any given execution context, which is approximately 10 seconds. It means that Apex Code, declarative tools, or a combination in a transaction, must not exceed a ~10-second limit. DML Data Manipulation Language “Provides a straightforward way to manage records by providing simple statements to insert, update, merge, delete, and restore records.” (source) DOC DevOps Center Salesforce DevOps Center is the place to manage releases and to give low-code and pro-code development team members a single set of configuration and code to work with bringing closer collaboration. DORA DevOps Research and Assessment “Research program…that seeks to understand the capabilities that drive software delivery and operations performance. DORA helps teams apply those capabilities, leading to better organizational performance.” – (source)DORA is centered around four metrics, of which testing software is the main component to reducing your change-failure rate. E2E Ecosystem to Ecosystem A test automation concept, E2E testing involves your entire IT stack, no longer testing in silos (one vendor at a time) as was traditionally the case. The complexities of modern-day hybrid cloud architecture can touch hundreds even thousands of upstream and downstream endpoints. ETL Extract, Transform, and Load A category of tools that extract data from one platform, transform the data’s format, and load it into another platform. They have a widely varying set of capabilities, and which you choose will depend on your integration or data migration challenges. GTL Guide Template Language GTL is a Marketing Cloud script language that “provides a declarative syntax used for creating personalized, dynamic, data-driven messages, as well as constructing cross-channel templates and layouts.” (source) GUI Graphical User Interface “A form of user interface that allows users to interact with electronic devices through graphical icons and audio indicators such as primary notation, instead of text-based user interfaces, typed command labels or text navigation.” (source) IDE Integrated Development Environment “For heavy development work, you need a professional IDE that offers features like integration with source control, syntax highlighting, auto-completion, debugger, offline editing, etc.” (source)Popular examples include Visual Studio Code and the Developer Console. ISTQB® International Software Testing Qualifications Board “Global certification scheme in the field of software testing.” (source)There are multiple certifications to progress through, from the foundation, to agile, core, or specialist pathways. LWC Lightning Web Component An updated web standards-based framework method for creating components on the Salesforce Platform. They are simpler to define and develop because they are in line with updated web standards (like CSS, HTML, and updated JavaScript without requiring a set framework). LWR Lightning Web Runtime Experience Cloud sites built using LWR templates “deliver unparalleled site performance and improve developer productivity…using the Lightning Web Components programming model.” (source) MEL Mule Expression Language “A lightweight, Mule-specific expression language that you can use to access and evaluate the data in the payload, properties, and variables of a Mule message.” (source) MVC Model–view–controller An application design model made up of three parts:Model = an entity representing data or activity.View = visualization of the state of the model.Controller = a facility for changing the state of the model. NACL Not Another Configuration Language NACL is the language Salto has developed especially for readability. Anyone who is familiar with Salesforce will be able to understand the logical display of the XML content in order to understand the purpose of a component, what changes are planned, and even dependencies. OData Open Data Protocol A set of best practices for building and consuming RESTful APIs. (source)Salesforce Connect calls out to external OData endpoints to surface data that’s stored in external objects. PD1 Platform Developer 1 The Platform Developer 1 certification is a

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February 21, 2022in Salesforce, Salesforce Development Services
Salesforce Integration
18Feb

Salesforce Integrations Explained

Introducing Salesforce Integration – Fundamental Concepts Before diving deep into more the complex aspects, let’s explore the basics of Salesforce Integrations, encompassing three key areas: integration types, integration capabilities, and integration patterns. When we talk about integration, it means to create a connection between a specific Salesforce instance and another database, third party product, or system. The connection can be inbound, outbound, or bi-directional, and you may be connecting to another database, another Salesforce instance, or another cloud-based data source. What is Integration? Salesforce Integration involves bringing together two or more systems to streamline distinct processes, enabling the efficient management of information across various business processes that span multiple systems.  Salesforce Integration is a process of connecting two or more applications. This provides both a sharing of data between systems and end user improved efficiency. Enterprise systems use many applications, many or most of which are not designed to work with one another out of the box. How many integrations does Salesforce have? Salesforce has over 3,000 integrations available on its AppExchange marketplace alone. Apart from those, you can use: low-code and no-code integrations like Coupler.io or Zapier for data automation. Why is Integration Important with Salesforce? In our digital era, enhancing efficiency and customer experience is crucial for competitiveness and user adoption. Integration ensures that systems work seamlessly together by fostering a scalable and faster collaborative environment. How do you make Salesforce even better? Integrate it with the apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business. MuleSoft is Salesforce’s integration and automation technology and offers connectivity solutions for all of your apps. What is an API? API, or Application Programming Interface, facilitates communication between two applications. It enables the smooth exchange of data, ensuring processes occur without interruptions. Different API types will be covered in the ‘Salesforce Integration Capabilities’ section. Types of Salesforce Integration Architectures Three integration architectures come with both their benefits and drawbacks: Salesforce Integration Capabilities Consider the following aspects for efficient Salesforce integration: Understanding integration involves recognizing its fundamental concepts, including types, architectures, and capabilities.  Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 18, 2022in Mulesoft
Salesforce and Calendly
17Feb

Calendly and Salesforce Integration

The Salesforce integration helps you close deals faster than the competition by scheduling high-value leads on the spot. Calendly Routing works with your marketing forms and Salesforce records to qualify, route, and schedule meetings. Integration with Calendly provides extra power to your CRM. Salesforce and Calendly can be integrated using Zapier, Boomi, or other integration tools. When scheduling meetings with new prospects when using Calendly, right inside Salesforce create a new lead, contact or opportunity.  Or update an existing Salesforce record. Your reps will love using the Calendly integration to get back more selling time, and management will love that Salesforce data is always accurate without having to chase down their reps for updates. Instantly schedule leads that come in via marketing forms based on real time Salesforce assignment status, filtering by deal stage, territory, or other fields in Salesforce as needed. To map Calendly data to fields in Salesforce objects What is the purpose of Calendly Scheduling Integration? Calendly is a virtual availability and booking app used to schedule meetings, appointments, and events for individuals and organizations. Calendly takes the work out of updating Salesforce so you can sell more. With this powerful integration you get to marry your Salesforce calendar and tasks with your actual availability providing easier scheduling for your prospects and customers. For teams on Calendly’s Enterprise plan, keep data more manageable in Salesforce by syncing Calendly data for specific groups only, like your Sales group. All other meeting and user information stays in Calendly so you don’t have to worry about non-revenue team data in the CRM. Schedule meetings for your team without leaving your CRM using Calendly, and view your upcoming and past meetings from your activities. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 17, 2022in Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Salesforce Campaigns
15Feb

Cool Things About Salesforce Campaigns

Salesforce Campaigns are pivotal Salesforce components for marketers, serving as a central repository for campaign recipients, engagement metrics, budget allocations, and ROI assessments. While initially appearing straightforward, diving deeper reveals their intricate integration within your Salesforce environment. Cool Things About Salesforce Campaigns you didn’t know you didn’t know. Cool Things About Salesforce Campaigns Harnessing the full potential of Salesforce Campaigns is critical for attribution and ROI, yet often overlooked. Drawing from insight as a Salesforce/Pardot Consultant during the introduction of Connected Campaigns, which established Salesforce Campaigns as the primary source of truth, the Tectonic team compiled key points to maximize their utility. Standard Object, Varied Applications Salesforce Campaigns represent a standard object available to all Salesforce customers, primarily utilized by marketing teams. However, Sales Development teams can also leverage them effectively. They offer a robust mechanism for tracking ROI, making them indispensable for initiatives involving budget allocations. Use Cases: Unleashing Potential: Best Practices Maximizing Efficiency: Advanced Techniques Final Insight Thoughts While Salesforce Campaigns may appear straightforward initially, their potential extends far beyond surface-level functionalities. By embracing best practices and leveraging advanced techniques, organizations can harness the full power of Salesforce Campaigns for enhanced tracking, reporting, and campaign management. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 15, 2022in Salesforce
Formstack Salesforce integration
14Feb

Formstack Salesforce Integration

Formstack stands out as the preferred online forms provider for Salesforce users seeking efficient data collection and management. Trusted by over 25,000 customers nationwide, Formstack helps streamline data collection, automate workflows, and save valuable time. Formstack Salesforce integration brings the power of Formstack to your Salesforce org. Incorporate automation for data collection, document generation, and signature capture directly within Salesforce. With Formstack. Forms for Salesforce not only enhances team efficiency by saving an average of 20 hours per week but also empowers users to concentrate on impactful work. A remarkable 90% of customers affirm that Formstack significantly contributes to accomplishing their tasks. With Formstack for Salesforce, you can eliminate data silos, boost productivity, and enhance the customer experience through dynamically prefilled forms, automated document generation, and streamlined digital signature collection—all seamlessly integrated within your Salesforce org. Leverage the integration to: Formstack Implementation Wondering if implementing Formstack requires advanced technical skills or professional support? Not at all, but if needed, Tectonic is ready to assist. Formstack is designed to elevate workplace productivity by enabling the automation of workflows from initiation to completion using digital forms, documents, and signatures. Formstack Salesforce integration Integrate Formstack with Salesforce effortlessly by downloading Formstack Documents from the AppExchange. Once your mappings are set up, you can automate document generation in various ways, whether triggered by a Formstack Forms submission or by adding a Documents button directly to your Salesforce layout. Formstack boasts a user-friendly interface with features like a drag-and-drop form builder, custom themes, form and payment integrations, session management, data routing, and customizable signing experiences. For any assistance, reach out to Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 14, 2022in Salesforce
Salesforce Lightning
10Feb

Salesforce Lightning Apps and The Utility Bar

Ever considered having a static section in Salesforce for essential items like training links, flows, external links, visualforce pages, phone dialer, and more? Look no further – enter the Salesforce Lightning ‘Utility Bar.’ This insight provides a quick introduction to the utility bar, detailing how to set up and make the most of this handy tool. If you would like to incorporate the utility bar in your salesforce org, Tectonic can help. What Is a Salesforce Utility Bar? Think of the utility bar as a utility belt for Salesforce. These are items you want readily accessible at any point in Salesforce. Irrespective of the page you’re on, as long as you’re within the same app, you’ll encounter this “specialized Lightning page.” How to Set Up the Utility Bar? Setting up a utility bar is a straightforward process. Here are brief descriptions of the items which could be featured in your utility bar: Now armed with practical use cases and an understanding of the possibilities, jot down your ideas and start experimenting in a Salesforce sandbox. Have users test your proof of concept (POC) and iterate until it meets your requirements. If you are unsure where to start, contact Tectonic today. Keep in mind that the utility bar is configured per app, not per user. For unique user requests, consider creating a custom Visualforce page Sor screen flow. Additionally, note that the utility bar is exclusive to desktop use, with no mobile support as of now. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 10, 2022in Salesforce, Salesforce Development Services, Salesforce Implementation Services
Salesforce Datorama analytics builder
09Feb

Datorama Salesforce

What is Datorama Salesforce? Datorama is a channel and partner agnostic platform that can help marketing organizations in 6 specific ways: Build a single source of all data, at enterprise scale — augmented with Data Lake and CDP. What is the purpose of Datorama Salesforce? Datorama takes all your raw marketing data and connects and unifies it through a better unified data model. Byeliminating siloed data. You can easily retrieve constantly changing data sources into automated dashboards and reports, too.  And in real time. What are the benefits of Datorama? Datorama solves many of the major integration challenges of combining and analyzing data from multiple media platforms. Through native data connectors and TotalConnect. It allows you to visually present your analysis to your audience in a more appealing way. Are Datorama and Tableau the same thing? Datorama is tailored towards marketing analytics and provides real-time insights into marketing success with AI-powered insights. Tableau is a more versatile tool that can connect and visualize data from various sources. Tableau can provide a comprehensive view of business performance through personalized visualization and allow users to explore data in real-time with interactive dashboards. U.S. sales and marketing software company Salesforce signed an agreement to acquire Datorama. Datorama was an Israeli cloud-based artificial intelligence marketing platform. Datarama Salesforce is now known as Marketing Cloud Intelligence. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 9, 2022in Salesforce
salesforce queues for case management
04Feb

Creating Salesforce Queues for Effective Case Management

Enhancing Support Management through Case Queues: A Practical Example Salesforce Queues for Case Management put the cases in front of the proper teams in multiple Salesforce industry solutions. Scenario: Sunshine Electronics, a leading electronics retailer, is committed to refining its customer support procedures by effectively handling incoming cases and inquiries. The company aims to ensure that cases are directed to the suitable support teams based on their complexity and nature. Additionally, there is a focus on streamlining the process for managing general inquiries. Solution: In response to the requirements of Sunshine Electronics, the following solution has been implemented: Establishing Case Queues: Sunshine Electronics has created two case queues, namely “Technical Support Tier 1” and “Technical Support Tier 2.” These queues serve the purpose of managing technical support cases based on their complexity levels. “Technical Support Tier 1” is dedicated to handling less complex cases, while “Technical Support Tier 2” deals with more advanced or challenging cases. Both queues are linked to the Case object and have designated email addresses for receiving notifications related to case updates. Assigning Queue Members: Qualified members of the support team are strategically assigned to the appropriate case queues based on their expertise in handling technical support inquiries. The system administrator ensures that the right team members are added to both the “Technical Support Tier 1” and “Technical Support Tier 2” queues, ensuring that each queue possesses the necessary expertise for efficient case resolution. Introduction of the General Inquiry Queue: To efficiently manage non-technical inquiries and general customer questions, Sunshine Electronics has introduced a dedicated “General Inquiry” queue. This queue is specifically tailored to address inquiries that do not require technical support. It is associated with the Case object and possesses a designated email address for receiving notifications related to general inquiries. Sarah Johnson, a knowledgeable team member, is designated as the sole member of the “General Inquiry” queue. Salesforce Queues for Case Management By implementing these case queues and corresponding assignment rules, Sunshine Electronics has successfully streamlined its case management process. Cases are automatically directed to the appropriate queues based on their complexity and nature, allowing for efficient handling by the designated support teams. The introduction of the “General Inquiry” queue ensures prompt responses to non-technical inquiries, contributing to improved response times, proper case allocation, and enhanced customer satisfaction for Sunshine Electronics. Content updated October 2023. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more

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February 4, 2022in Salesforce Service Cloud
Sending Emails Through Salesforce
02Feb

What is CCPA?

The California Consumer Privacy Act of 2018 (CCPA) gives consumers more control over the personal information that businesses collect about them and the CCPA regulations provide guidance on how to implement the law. This landmark law secures new privacy rights for California consumers, including: In November of 2020, California voters approved Proposition 24, the CPRA, which amended the CCPA and added new additional privacy protections that began on January 1, 2023. As of January 1, 2023, consumers have new rights in addition to those above, such as: Businesses that are subject to the California Consumer Privacy Act have several responsibilities, including responding to consumer requests to exercise these rights and giving consumers certain notices explaining their privacy practices. The CCPA applies to many businesses, including data brokers. CPRA amends the California Consumer Privacy Act; it does not create a separate, new law. As a result, our office typically refers to the law as “CCPA” or “CCPA, as amended. Always consider CCPA when writing emails. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 2, 2022in Salesforce
Salesforce Quip Sales Cloud Service Cloud
01Feb

Quip, Sales Cloud, and Service Cloud

Quip Sales Cloud Service Cloud Quip, the document collaboration platform under Salesforce ownership, has recently announced a deeper integration into the core Sales Cloud and Service Cloud products of Salesforce. Quip helps sales teams accelerate business in real-time. Reimuip’s mobile-first content collaboration platform and word processing programs let’s you create, edit, discuss, and organize your team’s work — all in one place. This development is indeed big news, addressing the anticipation that followed Salesforce’s $750 million acquisition of Quip in 2016. The integration, now realized with Quip for Sales and Quip for Service, marks a transformative step for Quip. Quip’s cloud-based word process and collaboration software enhances Salesforce’s suite of productivity tools for business. This discussion will explore two pivotal aspects that distinguish the new Quip: Interface and Automation. Interface: Quip is now seamlessly embedded into the Salesforce console interface, offering a more integrated user experience. Automation: Using Quip gains the ability to leverage Salesforce Workflows, Approval Processes, and Lightning Flows configured by administrators. Quip for Sales Enhancing internal communication is crucial for sales teams to maintain strategic focus and present a professional image externally. Recognizing the limitations of static sales strategies, Quip meets the need for agility in sales teams to remain competitive. Quip transforms critical strategy documents into living plans, constantly updated with live data and adjusted collaboratively by the team within the context of the account. Use Cases Sales-specific use cases encompass: Account/Territory Plans Account hand-offs Proposal/Quote Feedback, linked to approval processes Pipeline Stage Required Documentation, aligned with the Sales Process Quip for Service With the simultaneous introduction of Quip for Service and the Einstein for Service announcement, there’s an increased focus on customer service transformation. The evolving landscape demands more from service agents, both in terms of diversified portfolios on the product side and elevated expectations from customers. Collaboration in service becomes imperative, especially as cases become less straightforward, requiring consideration of additional context in complex discussions. Use Cases Service-specific use cases include: Agent ‘Swarming’: Groups of agents collaborating on a single, complex case can engage in digital discussions. Knowledge Article Editing: Feedback from subject matter experts or the marketing department ensures content and messaging accuracy. Guided Actions for Case Resolution: Lightning Flows, exemplified by a Guided Actions flow, play a significant role in Service scenarios. The tighter integration of Quip and Salesforce’s Sales Cloud and Service Cloud signifies a strategic move that enhances user interface cohesion and introduces powerful automation capabilities, marking a noteworthy evolution for Quip. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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February 1, 2022in Salesforce Development Services, Salesforce Sales Cloud, Salesforce Service Cloud
lightning
27Jan

Salesforce Lightning Page Layouts

What do Salesforce Lightning page layouts entail? As previously discussed, Salesforce page layouts play a crucial role in determining the fields visible to users on a record. They enable the addition of fields, sections, links, custom buttons, and various other features. Record types provide the flexibility to offer diverse business processes, picklist values, and page layouts tailored for different users. In essence, a page layout defines the available fields on a page, but the arrangement of these fields is managed using the Lightning App Builder. It exercises control over the organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. To modify the layout of a Lightning page, locate the “Template” field in the right-hand panel and click “Change.” Preview different templates, such as “Header and Two Equal Regions,” and proceed by clicking “Next.” Lightning Record Pages represent an evolution from Salesforce Classic Page Layouts. While they showcase fields for an object similar to Page Layouts, Lightning Record Pages offer additional functionalities. It’s important to note that Lightning page layouts are specific to the Lightning Experience, whereas standard page layouts have a more “classic” orientation but can still display in LEX. Differences exist, such as Lightning page layouts not supporting certain elements present in classic page layouts, such as Expanded Lookups and Mobile Cards. Addressing the question of whether Lightning record pages override Page Layouts, it’s crucial to recognize that Page Layouts and Compact Layouts govern the fields in the highlights panel and the available Quick Actions. There is no strict override, as Page Layouts and Lightning Record Pages complement each other in their functionality. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 27, 2022in Salesforce
Icon
25Jan

Asana Salesforce Integration

Can Asana and Salesforce integrate? Is the Asana Salesforce integration difficult to implement? This integration is available to Asana Enterprise or higher customers who also have a Salesforce Enterprise, or Unlimited account. It’s optimized for Salesforce Lightning but also compatible with Salesforce Classic. Here’s how to set up the integration: Visit Asana for Salesforce in the Salesforce AppExchange. Asana for Salesforce Streamline collaboration throughout the sales cycle to deliver amazing customer experiences and connect goals to monitor impact and make informed business decisions. With Asana integrated with Salesforce you can: Can Asana track sales? You can also use custom fields to track accounts as they move through the sales process. By assigning them to stages like “new lead,” “contacted lead,” “opportunity,” “unresponsive,” and more. Forms help you capture and keep track of lead information from prospects and existing customers. Asana is built on Amazon Web services which facilitates some kind of flexibility needed on several fronts along with scalability. You get your favorite work management and CRM tools together at last. Asana for Salesforce allows you to drive seamless collaboration between sales and other teams so you can deliver amazing customer experiences. Connect Salesforce with Asana Goals to make informed business decisions. With Salesforce for Asana Goals, you can automatically link the progress of deals to goals without manual updates. Asana is an American software company based in San Francisco. Their flagship Asana service is a web and mobile “work management” platform. Designed to help teams organize, track, and manage their work. Asana, Inc. was founded in 2008 by Dustin Moskovitz and Justin Rosenstein. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 25, 2022in Salesforce
Configuring Revenue Management
24Jan

Configuring Revenue Management

Configuring Revenue Management for Automated Population of Recognition Templates and GLAs Revenue Management can be set up to automatically populate the recognition template and GLAs on your source records based on their revenue recognition treatment. How It Works Revenue Management assigns the correct recognition template to a source record by following these steps: Setting Up the Flow To use this functionality, you must build a Salesforce flow that triggers an Apex action. Follow these steps to create a flow for each source object: Below is an outline for creating a flow for the Order Product (OrderItem) source object: Creating the Flow for Order Product (OrderItem) The flow will trigger when you save or update an order product that meets the conditions for inclusion in recognition processes. Repeat for Other Source Objects Repeat the above procedure to create flows for each of the remaining source objects: Invoice Line, Credit Note Line, and Usage Summary (if used). Ready? By following these steps, you can efficiently configure Revenue Management to automate the population of recognition templates and GLAs, streamlining your revenue recognition processes. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 24, 2022in Salesforce Development Services, Salesforce Optimization, Salesforce Revenue Cloud

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