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The latest article, news, Tips, Tricks, Offerings and Guide related to Salesforce and Wordpress
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 11, 2022
The ultimate guide for Salesforce form in 2022

What is Webforms? In Salesforce form, webform, HTML Form, Online Form, or Web Form is a component that allows the visitor to enter data or personal information that is sent to the website owner for processing. For example, a visitor can provide a Name, Email, and Company name that can create a Lead record in Salesforce. […]

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June 4, 2022
Guide for Site in Salesforce (10 min)

Introduction to site 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 world? […]

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May 28, 2022
Generate PDF in Salesforce For free without any app (2022)

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 on button click. In this implementation, we […]

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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 of a deal that is still ongoing. How to use […]

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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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May 1, 2022
6 Most Important Reasons to use Salesforce in 2022?

Salesforce is game-changing technology, with a host of productivity-boosting features, that will help you sell smarter and faster. This post cover understanding with Salesforce and Reasons to use Salesforce. Let's discover the first question “What is Salesforce, anyway?” What Is Salesforce? Salesforce has everything you need to run your business from anywhere. Using standard products […]

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