There are several benefits of Using Salesforce in the Insurance industry and owing to a strong connection we enumerate them as follows: We can Discover the power of a purpose-built platform It offers a chance to stay ahead with all the next-generation features and specialized insurance technology. It focuses on Life and Annuity, provides an …
The Major Benefits of Using Salesforce in the Insurance industry Read More »
RPA (Robotic Process Automation) is a technology used with Salesforce to boost productivity and reduce human error while doing repetitive tasks like data migration. This post will learn what RPA for Salesforce is and its method. Overview Any CRM system that is a mandatory requirement for an organization to run its business successfully needs a …
What are the benefits of using RPA for Salesforce? Read More »
For example, user wants to see the list of opportunity stages by opportunity count. Hence, to show all the opportunity stages even if the count is zero, we need to use a static csv file containing opportunities stages data. The static csv file we are using here contains following data related to opportunity stages. Create …
Tableau CRM: Bar Chart to show static bars even when the values are zero Read More »
Introduction to Field Service Lightning [now known as Salesforce Field Service (SFS)] In an economic climate where customer expectations are constantly rising, delivering an exceptional customer experience should be a top priority for businesses in every niche. Re-examining our business models in the light of global events, more and more businesses are moving towards service-based …
Introduction to Field Service Lightning [now known as Salesforce Field Service (SFS)] Read More »
In Salesforce we use platform events to connect business processes within the salesforce and the external apps through exchange of real-time event data. Platform Events are secure and scalable messages that contain data. Platform Events is based on EVENT-DRIVEN-ARCHITECTURE that enables an application to detect “Events” or important business moments and act on them in …
Why Integrate with SharePoint? One of the main reasons is the revenue cost. With SharePoint integration, an organization can save a lot in Salesforce’s storage costs. A standard SharePoint storage is 1 TB. If that is not enough, extra storage is available at a very reasonable price of $0.20/month per GB (exact plans are available …
Integrate SharePoint with Salesforce using Microsoft Graph API Read More »
Adding actions to a row in Tableau CRM (formerly Einstein Analytics) table is the coolest feature of Winter ’21 release. In this blog we will create a table with action buttons as shown in the below image without editing the dataset XMD file. Create an image URL Upload the image you wanted show in the …
Tableau CRM: Add action buttons on Table without XMD Read More »
jQuery Datatable is a powerful plugin that will allow creating a table with advanced features and interactive control. It provides searching, sorting, pagination, multiple selections, and many other features. This post will fetch the sample Data from salesforce and display using the jQuery Datatable. In order to use the jQuery Datatable , the jQuery library …
jQuery DataTable in Salesforce Lightning Component Read More »
Auditing is an crucial part of every Organization, Every Organization wants to monitor user logins and user activity for compliance and Security purpose. Salesforce Marketing cloud provides this feature called Audit Trail which allows security admin users to view Marketing Cloud access and activity records. Marketing Cloud offers two types of Audit Trail Basic Audit …
Introduction Big objects allow us to store and manage large amounts of data in Salesforce. We can extract data from other objects or bring data from external systems and archive them into big objects. Big objects can store data up to millions or billions of records. We can create up to 100 big objects in …
