Best of Salesforce Winter’20 Release — Accidentally Salesforce__C


Here’s a quick review of the top three most important features available in Salesforce Winter ’20: 1. Customize Account Teams to Better Support Team Selling What’s New: The Object Manager now includes Account Team Member so that you can add custom buttons, links, and fields to the Account Team Member layout. Why: In certain scenarios, […]

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Global Picklist Value Set in Salesforce — Salesforce Thinkers


HELLO Salesforce Thinkers, In our previous blog we learned about Salesforce Data Security and Access – Part 14 (Manager Groups). In this blog we are going to learn about “Global Picklist Value Set in Salesforce”. Global picklist value sets let us share the same picklist values with more than one picklist field. We can use global picklist value […]

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Tips & Tricks for Salesforce Users — Cloud Mantras


Here are some tips and tricks we believe you will find useful: 1. Find Inactive Reports Create a report on reports to see when was the last a Report was run. This way you can check which reports are unused. Create a custom report: a. Salesforce Classic: Setup | Create | Report types b. Salesforce […]

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Working With Process Builder – I — Salesforce Geek


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.

via Working With Process Builder – I — Salesforce Geek

Automate Data Migration Using Salesforce Dataloader CLI — Vivek Deepak


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 […]

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Connecting Sitecore to Salesforce — hi my name is tim


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 […]

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