Salesforce to Slack Integration Using Apex and Webhook Overview: We’ll explore how to send notifications to a Slack channel whenever a new lead is created in Salesforce. We’ll achieve this by writing an Apex class and a trigger. Step 1: Setting Up Slake permission in Salesforce to Slake Step 2: Creating Slake Channel Step 3: […]

Lightning Flow with New Enhancement Salesforce’s Lightning Flow provides a powerful, code-free solution for building sophisticated business processes. Using Flow Builder, Salesforce administrators can access capabilities typically reserved for developers. With each Salesforce release, the use cases for Flow continue to expand, and its features grow increasingly robust. Originally known as Visual Flow, Salesforce Flow […]

Optimizing SMS Engagement with Salesforce Mobile Connect and Data Extensions In moment’s fast- paced digital geography, connecting with customer through multiple channels is pivotal for businesses aiming to enhance engagement and drive growth. Mobile Connect of Salesforce Marketing Cloud Services offers an important platform for managing SMS marketing Campaigns, allowing businesses to reach guests directly […]

How to Manage User, Profile, and Role in Salesforce What is the User, Profile, and Role? User: Users are individuals who interact with Salesforce. Each user has a unique username and password and is assigned a specific profile and role. Profile: Profiles define what users can do within Salesforce. They control access to objects, fields, […]

Advanced Reporting and Dashboards in Salesforce In today’s data-driven world, having access to insightful, real-time data is crucial for making informed decisions. Salesforce, being a leading CRM platform, offers robust reporting and dashboard capabilities that allow users to visualize, analyze, and interpret data efficiently. While basic reports and dashboards are useful, mastering advanced features can […]

New Einstein Features in Salesforce Spring ’24 Release 1) Commerce Cloud: a) Improve Store Performance with Goals and Recommendations  To reach important performance objectives for your shop, including raising average order value, improving site conversion, and boosting traffic, use goals and suggestions. You may open and expand your business more quickly by taking informed and […]

Salesforce Enterprise Patterns Overview Salesforce Enterprise Patterns are design principles and best practices for building scalable, maintainable, and extensible Salesforce applications. These patterns help developers organise their code, separate concerns, and adhere to best practices in order to ensure the long-term success of their Salesforce projects. There are several key enterprise patterns commonly used by […]

The Art of Data Discovery: A Deep Dive into Einstein Analytics Introduction In this blog post, we will explore Salesforce Einstein Analytics in detail and provide a comprehensive guide for professional who want to leverage the powerful platform. In June 2017, the world’s #1 CRM platform, Salesforce, released their newly rebranded analytics tools for viewing […]

Empowering Remote Work Success with Salesforce Introduction In today’s dynamic work environment, the ability to adapt to remote work has become essential for businesses of all sizes. With the right tools and strategies in place, organisations can empower their teams to collaborate effectively, stay productive, and deliver exceptional results from anywhere in the world. In […]

CMS Collection in Community Site Introduction In the dynamic landscape of customer relationship management (CRM), Salesforce continues to innovate with solutions that empower businesses to connect, engage, and grow. Among its suite of offerings, Community Cloud stands out as a platform that facilitates seamless collaboration and interaction. Within Community Cloud, the Content Management System (CMS) […]