Salesforce Flow and Validation Rules are essential tools that every Salesforce admin frequently uses. In certain scenarios, you may need to create Flows or Validation Rules specifically for the Salesforce mobile app or exclude them from it. Additionally, you might want to implement different logic depending on whether the user is on the mobile app
Developer Enhancements Salesforce Flow Enhancements Flow Orchestrator Enhancements How to Access and Use Key Salesforce Features View the Automation Lightning App: Manage Steps in an Orchestration Stage: Customize the Flow Orchestration Work Guide Component: Customize SMS One-Time Password Delivery for Experience Cloud Sites: Control Authenticated Callouts Permissions: Improve Data Transmission Speed and Security with TLS
Salesforce Unveils Pulse for Salesforce: Integrating Tableau Analytics with CRM to Revolutionize Data-Driven Decision-Making In today’s data heavy business world, where data-driven decision-making is essential for success, the fusion of advanced analytics with customer relationship management (CRM) systems is more crucial than ever. Addressing this need, Salesforce has introduced Pulse for Salesforce, a groundbreaking tool
The Winter ’25 updates and retirements are available through the pre-release program. On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. Connecting Unified Knowledge to Third-Party SystemsSteps to Implement: Before adding a connector, review the connector requirements in the Zoomin documentation. Then, in Setup, enter “Unified Knowledge”
Tips to Boost Service Rep and Field Service Tech Productivity Serviceblazer Allie Lawler shares top tactics for improving the productivity of service reps and field technicians. With over a decade of experience in the customer service industry, she has firsthand knowledge of how the landscape has changed, becoming more demanding and complex. Increased caseloads, rising
Standard Email Notifications By default, email notifications for Lead, Contact, Account, Case, and Opportunity are automatically enabled for each new Assignee, with no additional setup required. If you have disabled these notifications and want to re-enable them, or if you wish to set up other types of notifications, follow the steps outlined below. Notifications Setup
Salesforce Enhances Service Cloud Digital Engagement for Unified Customer Interactions Salesforce has unveiled new enhancements to Service Cloud Digital Engagement, aimed at unifying unstructured conversational data from various digital channels, departments, and devices within a single platform. Built on the Einstein 1 Platform, these enhancements enable service leaders to gain a more holistic view of
Configure offline landing pages without code using Mobile Builder for Salesforce Mobile App, which is now generally available. Improve your Mobile Publisher app with new security features and prepare your app for new notification and device operating system requirements. Submit the required Firebase information for push notifications on Android mobile connected apps. Salesforce Mobile Summer
Check out new features that enable customer service agents to work faster and more productively across customer service channels. Salesforce Service Summer 24 Release Notes. 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
Surpass your customers’ expectations with the combined power of Service Cloud and Slack. Drive down operating costs, enhance team productivity, and exceed customer expectations by leveraging the capabilities of Service Cloud and Slack. Understanding the current service landscape: The digital transformation, accelerated by the pandemic, has propelled customers and businesses into a new era, marked
Customizing the Salesforce user interface (UI) can significantly enhance your organization’s experience, offering a swift and cost-effective process that even those new to administration can manage. A well-designed UI is crucial as it can either elevate or hinder a system’s effectiveness. Investing in Salesforce User Interface Features can lead to substantial returns, including higher user
Compact page layouts in Salesforce serve to showcase the essential fields of a record when minimal details are required. They dictate which fields appear in the highlights panel at the top of a record. A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the
Salesforce Order Management Enhancements stands out for its scalability, catering to both small startups and large enterprises by offering customization to meet specific needs. Its adaptability facilitates seamless integration with other systems, presenting a comprehensive solution for e-commerce requirements. Explore the latest features in Salesforce Order Management and Lightning B2B Commerce, including process exception management,
What is Omni-Channel Salesforce? Omni-Channel is a Salesforce feature designed for Customer Service and Console applications that automates the routing of various work items, such as Leads and Cases, to agents. It ensures that work items are assigned to agents based on their capacity, priority, skill set, and other criteria. Features of Omni-Channel Benefits Omni-Channel
Page layouts in Salesforce are essential for controlling the arrangement and organization of various elements on object record pages in Salesforce. These elements include buttons, fields, s-controls, Visualforce, custom links, and related lists. Page layouts play a crucial role in determining the visibility, read-only status, and required fields, allowing customization of record pages tailored to
