Salesforce offers robust approval processes to streamline your business workflows. In this blog post, we’ll explore how you can enhance standard approval processes to meet specific needs, such as sequential approvals based on roles and dynamic criteria using formula fields. Sequential Approvals Based on Role Hierarchy: By default, Salesforce allows only one approval process to […]
If you’ve been using Salesforce for a while, you’re probably familiar with the routine of searching the web to find the right formula for your business needs. It’s a common task for Salesforce professionals to spend time searching through forums and knowledge bases to discover the perfect piece of code. Sometimes, the formulas you find […]
The Salesforce Winter Release has introduced new features and improvements. Users, especially administrators, will find these updates helpful in making their daily tasks more efficient. The changes include enhanced search capabilities, automation of processes, and improved collaboration within teams. Search Capabilities and Admin Processes: Configure Searchable Objects: Admins can now decide which objects are searchable […]
Imagine a scenario in which your sales rep has the option to manually create a new quote from an opportunity record. When creating a new quote, the sales rep must fill in information fields manually, but there is a trick to configure this in Salesforce so that default values are present when the sales rep […]
We are a proud reseller of Appsago’s Download Security Pro. We believe that stores sensitive information in Files on Salesforce should be aware of the security risk that comes with it. Download Security Pro is the perfect tool to safeguard your sensitive data. In the digital age, data is invaluable. Unfortunately, with the ability to […]
Digital pros often know the struggle of trying to find the right contact person on a business website. Sometimes, companies don’t make it easy to get in touch by hiding their contact details. But hey, here’s a nifty solution that can make your life easier – Hunter. With this tool, you can grab a list […]
Regarding departmental usage of Salesforce within the company, traditionally, it is the sales department that predominantly utilizes Salesforce. They are succeeded in usage by the IT department, followed by Customer Support, Marketing, and the Finance/Administrative departments. In contrast, the Product Development and Operations departments exhibit comparatively lower utilization of Salesforce, as evidenced by the accompanying […]
How Data Cloud works within the Einstein 1 Platform.
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