Practical takes on automation, dev, and growing without the bloat.
An object in Salesforce is like an entity or table that contains data in rows and columns. The row can be a record or tuple & column can be a field or attribute. Objects are used to store information in table form in the Salesforce database. If you are not familiar with databases, think about … Read more
Implementing Salesforce is not an easy process. It includes identifying challenges, mapping them into Salesforce, Data Migration, Configuration and customization, Custom Development, Testing, User Training, and continuous maintenance. This guide is for business users who wish to implement Salesforce to grow their business. In this guide we will discuss: Choose what to implement You might … Read more
Flow Builder Salesforce Flow Builder is an inbuilt automation tool offered by Salesforce which is used to automate complex business processes such as sending an email, executing logic, interacting with the Salesforce database, call Apex classes and collect data from users, etc. Also, It can be used to build code-like logic but without using a … Read more
Gravity form is a WordPress plugin that allows users to create dynamic forms according to collect information via WordPress. Additionally, It also offers many official add-ons ​which help users to integrate gravity form with external services like Salesforce, Stripe, etc.
If you are looking to set up a dynamic form and want to push data into salesforce, FormAssembly is one of the decent solutions.
FormAssembly uses Salesforce API to push data into Salesforce. So users can connect any object of salesforce.
Introduction to Salesforce site (Force.com) Companies are using Salesforce to keep all the business-specific data that include products, pricing, users, knowledge articles, testimonials, etc. This data can be accessed only by internal users who have Login credentials of Salesforce. What if any organization needs to share any of this data with the public and the … Read more
In every business generating PDF files from invoices, bills, articles, reports, etc. is necessary. As a PDF (portable document file), we can keep it offline for later consumption instead of viewing the same detail using the network. In this post, we will explain how to Generate PDF in Salesforce with a button click. In this implementation, … Read more
What is CRM? Basic Definition of CRM CRM stands for Customer Relationship Management and refers to all strategies, techniques, tools, and technologies used by enterprises for developing, retaining, and acquiring customers. A simple definition of CRM When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, … Read more
To grow your business, the word “deal” plays an important role. Salesforce is well-known for helping businesses organize and manage customer information. But what makes it even more powerful is its “Opportunity” feature which helps businesses to track potential sales and customer interactions from start to finish and making it easier to close deals & … Read more
If you are here, you probably know, What is Salesforce, What is CRM. So let’s dive into, 7 amazing ways to use salesforce, that can improve your productivity while using Salesforce. The purpose of this post is to introduce how salesforce can be used. To know more about each feature you can check out each … Read more