Salesforce Consultation

Data.com Prospector and Clean retirement

Data.com Prospector and Data.com Clean licenses can no longer be renewed. These products are scheduled for retirement on July 31, 2020 How do these changes affect my company? Data.com trials, renewals, and new subscriptions are no longer available. If you would like to continue using the D&B data included in Data.com Clean, you can migrate… Continue reading Data.com Prospector and Clean retirement

Salesforce Administration, Salesforce Consultation

Overview of Two-factor authentication – Organisation Security

Environment - Salesforce Two-factor authentication is the most effective way to protect your orgโ€™s user accounts. Admins enable two-factor authentication through permissions or profile settings. Users register for two-factor authentication through their own personal settings, using secondary authenticators such as mobile authenticator apps or U2F security keys. Why Two-factor authentication is beneficial for an orgnisations:… Continue reading Overview of Two-factor authentication – Organisation Security

General

How Salesforce is helping in the business in 2019

Salesforce is a cloud-based software company which provides its customers with a platform to develop their own application without following the tough steps used in the legacy system. Salesforce is currently providing various software solutions and platforms for developers to create and distribute custom software /application. Tech joints like Google, Twitter, Amazon, or Facebook are… Continue reading How Salesforce is helping in the business in 2019

Salesforce Consultation

Benefits of Sandbox / Partial Sandbox / Developer env.

Full sandboxes copy your entire production organization and all of its data, including standard and custom object records, documents, and attachments Configuration Only Sandbox Copy all of your production organizationโ€™s reports, dashboards, price books, products, apps, and customisations under Setup, but exclude all of your organisationโ€™s standard and custom object records, documents, and attachments. Creating… Continue reading Benefits of Sandbox / Partial Sandbox / Developer env.

General

Microsoft FastTrack for Office 365

  Microsoft FastTrack for Office 365 helps customers move smoothly and confidently to the cloud, and deliver faster business results. Weโ€™ve recently updated FastTrack to improve the experience, enhancing your ability to deliver high-margin, high-value services. Now you can help your customers get to the cloud with stronger adoption services, predictive guidance by workload to… Continue reading Microsoft FastTrack for Office 365

General

Share Picklists Across Objects and Fields with Global Picklists (Pilot)

Another good feature will be live soon on production. (Salesforce Spring โ€™16 Release) Efficiently reuse a single list of values for multiple custom picklist fields. Global picklists make it easy to share picklists across objects by letting you create picklist fields based on a master list of values. And, they keep your picklist data clean… Continue reading Share Picklists Across Objects and Fields with Global Picklists (Pilot)

Cloud Solution, General, Salesforce Administration, Salesforce Developer

Cloud Solution Providers

** Software-as-a-Service (SaaS) - CRM SaaS is where software is hosted in the cloud, but appears on your device with full functionality. Salesforce.com Salesforce has turned into the go-to provider for SaaS CRM solutions, with Gartner stating the firm is dominating the market. With the arrival of Force.com, it's pushed into the world of Platform-as-a-Service… Continue reading Cloud Solution Providers

Salesforce Administration, Salesforce Developer

How to write formula for Picklist values & currency fields types in Salesforce custom objects

Salesforce Administration, custom formula Example #1 = To decide the target incoice date Field name: "Invoice_Date__c" is the day when invoice generated "Day_Till_Due_Date__c" is a picklist (Value are like 7, 14,21,28,60 etc..) Invoice_Date__c + Value(Text(Day_Till_Due_Date__c )) TimeSheet calculations: No of Hours + Overtime hours (weekend & bank holidays) + Overtime hours (weekdays) e.g Picklist values… Continue reading How to write formula for Picklist values & currency fields types in Salesforce custom objects

Salesforce Administration, Salesforce Developer

Salesforce is game-changing technology, with a host of productivity-boosting features, that will help you sell smarter and faster

Salesforce takes all of that important data and organizes it into a simple user interface. Itโ€™s one place for you to: Manage all your contacts Work with your prospective customers Organize tasks and to-do items Focus on the right deals Collaborate with your team Showcase your big wins Close more business