Salesforce.com-Tips and Tricks
Salesforce Pardot has been renamed to “Account Engagement” in Salesforce Lightning. To access Account Engagement with user licenses under the “Identity” category, specific permissions need to be assigned. Users with an Identity profile can now access Account Engagement in Salesforce. Account Engagement (Pardot) is Salesforce’s marketing automation tool designed to help businesses track and engage… Read More »
In this blog, we will discuss how as a Administrator you can set “Exception to SF User for Excluding them through MFA Authentication in Salesforce”. In Salesforce, it is generally recommended to have multi-factor authentication (MFA) enabled for all users to provide an additional layer of security to the login process. However, there may be… Read More »
In this blog, we are going to discuss “How to Create and use Custom Permission in Salesforce?”. This blog post will cover the process of creating custom permission in Salesforce and also how to apply/Use Custom Permission in Salesforce. The purpose of this is by using this we can give access to a particular user… Read More »
This blog is in continuation to the previous blog, and here we will give details of how to search data with a specific field value. Now the user has special permissions to access Objects in Salesforce, it’s time to provide access to Sage fields. In this example we will take into consideration the “Customer Number”… Read More »
In this blog, we will understand how a Salesforce System Admin can provide access to a User(s) to Search Account in Salesforce using Sage fields. Often it might happen, that a Sales Rep is trying to Search in Salesforce using Sage fields visible in the list. But he/she is unable to perform the function as… Read More »
Sometimes a Salesforce user may need to provide access of their account to the administrator of their org or to salesforce support. They may need this to help troubleshoot any issues the user might be facing by logging in to the user account and investigating the cause. The user can provide a fixed duration for… Read More »
In the Spring’14 release notes, Salesforce introduced us to a mobile app that is designed specially for salesforce administrators. This app is called SalesforceA. It is available for free to download on the Google Play Store for Android phones and the Apple App Store for Apple iphones. While the Salesforce1 app is designed for general… Read More »
We might have certain records that are owned by users that have been made inactive for various reasons. Previously, it was only possible for the administrator to edit records that were owned by inactive users. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce With the Salesforce Spring’15 release, it is now possible for… Read More »
Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can synch data between Salesforce to Sage ERP and vice versa. Salesforce provides a very useful feature of mass emailing all the users. This can come in handy whenever an administrator wishes to send out a message or… Read More »
Recently, for one of our integration programs we were trying to pass data from our datetime field to the Salesforce datetime field. We were passing Date as “2014-01-02 00 00 000” but while viewing the same record in the Salesforce User Interface it was displaying the date as “2014-01-01 8 PM”. This posed a big… Read More »