If you’ve ever worked with Salesforce-managed packages, you know how challenging it can be to create unique identifiers for your records. Auto-numbering custom fields might seem like the perfect solution, but Salesforce’s native feature has limitations when applied to managed packages. In this blog, we’ll explore the challenges of auto-numbering in Salesforce and introduce you… Read More »
This blog encapsulates the functionality of the checkbox and its implications for user logins and security. Enabling “Prevent login from https://login.salesforce.com“ ensures all users must use your Salesforce org’s unique My Domain URL to log in. This enhances security, customizes the login experience, and simplifies API integrations by requiring a consistent, branded URL for access.… Read More »
The Sage 100 Real-Time PDF is an advanced feature introduced by GUMU, allowing users to replace the pre-formatted PDF with their custom PDF for greater flexibility. This blog provides details about the real-time Sage 100 PDF, how users can modify the VF page name and the functionality of this PDF With this feature, users can… Read More »
Salesforce Sales Cloud’s Territory Management enables businesses to create and manage territory models based on geographic locations or industry-specific criteria. This feature allows companies to efficiently assign accounts, opportunities, cases, and leads to the appropriate teams, optimizing resource allocation. Additionally, it facilitates seamless connections between territory models and account, lead, and user assignments while providing… Read More »
In this blog, we’ll explore how setting a default tab for a specific app page in Salesforce can streamline navigation and enhance the user experience. By guiding users to the most important tab as soon as they open the page, you ensure quick access to essential information. Follow our step-by-step guide to effortlessly set up… Read More »
The Lightning Combo-box is a widely used standard component in Salesforce LWC that provides a clean and user-friendly dropdown interface. However, there might be scenarios where you need to customize the appearance of its label to align perfectly with your UI design requirements. Why Customize Lightning Combo-box Label? In this blog, we’ll walk through the… Read More »
In this highly competitive business environment, having a clear line of sight to reseller relationships and common product history (shared) is paramount for healthy relations and getting the right products to market. Using Salesforce as your CRM, you’ll be able to take advantage of some incredible reporting options to track which resellers are serving customers… Read More »
Universities are not just educational institutes – they’re communities for students and alumni to be a part of for a lifetime. But in this digital landscape, staying connected with alumni requires more than just sending quarterly newsletters and annual reunions. Today’s universities and institutions need Salesforce Education Cloud to revolutionize alumni engagement. With Salesforce, universities… Read More »
How Salesforce Customization Empowers Your Business and helps in managing product configurations and pricing which has become challenging when data is spread across multiple systems. Salesforce offers powerful customization options, enabling businesses to create tailored solutions for seamless data flow into ERP systems. By leveraging these capabilities, organizations can optimize product configurations, streamline ERP integration,… Read More »
In this blog, we will discuss creating Agreement Templates in Adobe Acrobat Sign using a Screen Flow. By creating a Salesforce screen flow, users can easily select and send agreements to customers, choosing templates without the need for multiple buttons for each template. Note Ensure the ‘Adobe Acrobat Sign’ package is installed and configured in… Read More »
