Salesforce.com-Tips and Tricks
In this blog, we’ll cover how to configure and add Email Action to the Activity Tab by creating a custom Global Action. This enables users to add the email functionality to the page layouts of related objects. With this setup, users can utilize the ‘Send Email’ feature on Account, Opportunity, and Contact records via the… 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 »
This blog will discuss how to create Custom Salesforce Notification using the Process Builder Salesforce platform. We have considered the Order Creation process, but it can be enhanced and used for any procedure. Below are the steps for Creating a new “Custom Notification” using Process Builder for Custom Objects using Process Builder. Steps to Define… Read More »
While working with one of our recruitment based clients, we had a requirement to incorporate their business process for the complete flow of opportunity, right from the “Prospecting” stage to “Closed-Won” stage. The process required certain fields to be updated, records to be auto-submitted for approvals, emails to be fired for certain criteria, etc. and… Read More »