Salesforce has been the #1 CRM for the last decade. Such is the significance of this powerful tool that it holds the majority of the CRM market share, 22.1%, as of 2023. Today, more than 1,50,000 companies, both small and big, are using Salesforce. The above stats clearly say that Salesforce has been the… Read More »
In this blog, we will explore how to create a record-triggered flow to automate the mapping of picklist fields between parent and child records in Salesforce. i.e.: How to map a Parent Record’s Picklist value to a Child Record using a Flow when creating the Child Record. Our focus will be on ensuring that when… Read More »
In this blog post, we’ll delve into the steps to establish Salesforce Flow Automation for email notifications within Salesforce. Automating email alerts for lead status changes is a powerful way to leverage Salesforce’s automation features. Whether you’re a Salesforce administrator or a sales manager aiming to boost your team’s productivity, this guide offers essential insights… Read More »
In today’s competitive business landscape, sales teams are under constant pressure to deliver faster turnaround times with impeccable accuracy. Complex product configurations, intricate pricing models, and time-consuming quote generation often pose significant challenges in the sales pipeline. Salesforce Configure Price Quote (CPQ) is a powerful solution designed to streamline these crucial processes within the Salesforce… Read More »
Salesforce Maps for Sales Cloud offers geographical insights for your data, enhancing sales territory management, field service scheduling, and event planning. Widely used across various markets like real estate, inventory, and service sectors, Salesforce Maps for Sales Cloud integrates seamlessly with Salesforce CRM. In this blog, we’ll explore how Salesforce Maps for Sales Cloud helps… Read More »
There is a long-standing debate between Flows vs. Apex Triggers when it comes to Salesforce automation, but the answer is not straightforward. Both approaches can fulfill business requirements, though some scenarios necessitate the use of code. The challenge arises in complex cases where a Consultant or Architect must determine whether a flow or trigger is… Read More »
The world is rapidly growing and so does the business-to-business (B2B) setup for e-commerce businesses. That’s why businesses need a solution like Salesforce Commerce Cloud that improves business efficiency and at the same time adapts as the business grows. Moving on to Salesforce B2B Commerce Cloud might be daunting but not impossible with our B2B… Read More »
Are you looking for Salesforce Implementation Services? Well, you’ve found this post at the right time! Salesforce implementation is a transformative decision for your organization, doing it the right way is another task that businesses often fail to execute, especially keeping the interests of stakeholders in mind. Hence, proving quick wins early in the process… Read More »
Agree or not, Salesforce is one of the most powerful CRM platforms available in the market. It comes with a wide range of exceptional features, functionalities, and capabilities that allow organizations to transform their business. But is it enough? Does Salesforce really offer all the freedom to its users? Well, the answer to the former… Read More »
In this blog post, we will explore the process of how to identify duplicate records using the Salesforce reports. By generating a Salesforce report, users can efficiently pinpoint duplicate records within their Salesforce database. This approach helps in maintaining data accuracy and streamlining data management processes. Resolving duplicates enhances data quality and optimizes efficiency in… Read More »
