In this post, we will explore Process Builder tool by developing a process targeting specific business problem. It is more focused on understanding and implementation of Process Type, Trigger, Criteria and Actions involved as a part of the solution to this problem.
In this post we will look into detailed steps to setup Visual Studio Code as IDE for Salesforce code development.
User Story We want to complete a data load into a production environment to insert and update a list of contacts from a .CSV file that we received from our data team. We have to do this load every day, and we’re doing it in production, so we want to cut down on time and […]
We all have used dataloader to import/export data in/out of Salesforce. There are scenarios where we need to automate it or scenarios where we need to upload different objects in a new Sandbox or Scratch org to make it ready for usage. We can also use SFDX but it can only upload 200 records per […]
When it comes to creating CMS websites the most common integration requirement is one to a CRM system. In this article I’m going to explain the different methods of integrating Sitecore and Salesforce along with the advantages and disadvantages of each. Salesforce Web to Lead The first option isn’t Sitecore specific at all and is […]
Following to my catch-up with our new Head of CRM today, I share my thoughts and what I read for the integration between Google Analytics (GA) and Salesforce Marketing cloud (SFMC). This integration will be beneficial for CRM team to connect the dots and get more insights. The thing I want to find out is […]
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Salesforce Mobile App setting tutorial:
Exactly four years ago, I wrote a post that tackled a business issue I had regarding Product Bundles. A lot has changed in those 4 years, so I want to bring that post up to date for the Lightning world. Back then, I was new to Flow and made a fundamental error in the design […]
While companies put much effort in planning and rolling sales improvements including CRM, field sales gadgets and so on, an area that does not get sufficient focus in sales is the operations centre. For many companies, sales operation is an additional expense. Usually they would have a personal secretary or a junior clerk do the […]