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The latest article, news, Tips, Tricks, Offerings and Guide related to Salesforce and Wordpress
August 6, 2022
Implement Salesforce as easy as pie : 20 min guide

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 […]

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July 30, 2022
3 Powerful Salesforce Web Forms - Customize Your Data Collection

This ultimate guide covers everything you need to know about Salesforce web forms in 2023. Learn about the different types of web forms available, including Web to Lead, Web to Case, and custom object forms. We'll also cover the pros and cons of using custom code or third-party apps to create your forms, and how to embed your Salesforce web form on your website. Whether you're just getting started with Salesforce or you're a seasoned pro, this guide has something for you.

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July 2, 2022
The ultimate guide on Salesforce flow in 2023 [Updated]

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 […]

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June 25, 2022
Gravity Form - Dynamic Forms for Salesforce in 2022

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.

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June 18, 2022
FormAssembly - Setup dynamic Forms in Salesforce (20 min)

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.

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June 4, 2022
How to create a Salesforce Site with Force.com in Just 10 Minutes

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 […]

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May 28, 2022
Generate PDF in Salesforce For free in 2024 [Updated]

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, […]

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May 21, 2022
What is CRM? - Use, Benefits & Future in the next 10 Years

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, […]

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May 14, 2022
Ultimate guide on Opportunity in Salesforce

What is Opportunity in Salesforce? Opportunities are actually Deals in the business. To handle these deals in business, Salesforce has an opportunity object. The Opportunity object is the most important object in Salesforce, this is where your sales team manage their deals and store information on a deal that is still ongoing. Click here to […]

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May 7, 2022
7 amazing ways to use salesforce

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 […]

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