Kritik Garg

Feature image of How to Refresh Salesforce Sandbox A Step by Step Guide 1
Salesforce Admin, Salesforce Admin Best Practices, Salesforce How-To Guides

How to Refresh Salesforce Sandbox: A Step-by-Step Guide

Refreshing your Salesforce Sandbox is like hitting the restart button on your computer. It is a very important process that updates your testing environment so it perfectly matches your live production setup. This gives you a blank, updated canvas to work on. A sandbox provides a safe, secure playground. In it, you can test new … Read more

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Salesforce How-To Guides, Salesforce Admin, Salesforce Basic, Salesforce Customization

How to create Visualforce Tab in Salesforce

Visualforce Tabs In Salesforce, a Visualforce Tab is a custom user interface component that allows administrators and developers to embed and display custom Visualforce pages directly within the standard Salesforce navigation menu. Instead of forcing users to access custom pages via specific URL links or buried buttons, Visualforce tabs provide a seamless, integrated user experience. By displaying … Read more

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Feature Image of How to Create Custom Object Tabs in Salesforce Lightning 1
Salesforce How-To Guides, Improving Customer Experiences, Quick Start, Salesforce Admin, Salesforce Customization

How to Create Custom Object Tabs in Salesforce Lightning

If you have built a custom object in Salesforce to store specialized data for your business, you might have noticed one issue: by default, it doesn’t appear in your main navigation menu. Without a dedicated tab, these custom objects exist securely in your backend database but are practically invisible and inaccessible to your day-to-day users. … Read more

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Salesforce Basic, Business User, Quick Start, Salesforce Admin, Salesforce Admin Best Practices, Salesforce Customization, Salesforce How-To Guides

Change or Add Company Logo in Salesforce in 5 min

A company logo is the foundation of your business’s visual identity. When you add a company logo in Salesforce, you do more than just customize a piece of software—you reinforce your brand identity for your internal team, users, and customers. Whether you want it displayed on the App Launcher, the login page, or your outbound … Read more

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Salesforce Admin, Salesforce Basic, Salesforce Customization, Salesforce How-To Guides

How to Create User in Salesforce

User Users are employees or external partners at any organization who need access to the organization’s records in Salesforce. Sales executives, managers, and IT workers all have user accounts that identify them and determine their system settings, including which features, apps, and records they can access. How to Create a User in Salesforce If you … Read more

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Feature image of How to create Lightning Page Tabs in Salesforce
Salesforce How-To Guides, Improving Customer Experiences, Salesforce Customization, Uncategorized

How to create Lightning Page Tabs in Salesforce

Lightning Page Tabs Lightning Page Tabs enable you to seamlessly include custom Lightning Pages directly into the Lightning Experience and the Salesforce mobile app. To include a Lightning app page in the Salesforce mobile navigation menu or a specific Lightning App, you must first create a custom tab for it. While the first time a user … Read more

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Custom Development

Legacy Software Modernization: 7 Signs You Need a Rebuild

The software still works. That’s usually the argument for keeping it. Never mind that your team exports CSVs three times a week, tracks exceptions in a spreadsheet, messages each other in Slack to confirm which status is “real,” and calls one specific employee when anything goes sideways. Technically, the system works. Practically, the business is … Read more

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Salesforce How-To Guides, Integrating Salesforce, Optimizing Salesforce, Salesforce Customization

WordPress Salesforce Integration: Plugins, API, and Custom Methods Compared

Why Connect WordPress to Salesforce? Your WordPress site generates leads. Salesforce manages them. Without an integration, someone on your team is manually copy-pasting form submissions into your CRM — or worse, leads are sitting in an inbox no one checks. A WordPress Salesforce integration eliminates that gap. Form submissions, user registrations, WooCommerce orders, and even … Read more

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Custom Development

Custom Software Development: Real Costs & Process

You Googled “custom software development cost.” You got a range of $10,000 to $500,000. You closed the tab. That range is useless. It’s the equivalent of asking “how much does a house cost?” and getting told “between $50K and $5 million.” Technically true. Practically worthless. Here’s why every article does this: they don’t want to … Read more

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