It’s no secret that Salesforce continually ranks as one of the highest recommended cloud-based software management platforms. It has proven to be an incredibly robust…
It takes a variety of roles, experiences, and skill sets to manage Salesforce. From tech architects, developers, and admins to consultants, companies need diverse resources from…
Rollup Helper As we can understand the name Rollup means it rollups the Salesforce data (Count, Max, Min, Average) from a child object to a…
Balance your team's workload by automatically assigning new leads to each user. A round-robin assignment means that all new leads will be assigned the same…
The following license types are available for Salesforce users Standard User Licenses Chatter User Licenses Experience Cloud User Licenses Service Cloud Portal User Licenses Sites…
You may now send rich text emails via Salesforce Flows, which was introduced in the Spring '21 release. Previously, when sending an email using Flow's…
Data Loader It is a Client Application used for importing and exporting bulk data. Using it we can Insert, Delete, Update, Upsert, and export the…
What is Salesforce Web to Lead Salesforce web to lead is a tool for capturing and saving leads from your website. Salesforce has this capability…
Relationships. One might think that building a good relationship with Salesforce’s Financial Services Cloud would be harder than maintaining a personal relationship, but that is…
In this article, we'll look at some of the best Salesforce Chrome extensions and plugins for sales professionals. Whether you're looking for tools to automate…
Two-factor authentication is the best path to employ for high standards security. This method includes adding a second factor to the login and password, with…
Process Builder is tool used for automation, it is a part of Salesforce flow, it even helps to automate business process. The build process builder…
