Microsoft FastTrack for Office 365 helps customers move smoothly and confidently to the cloud, and deliver faster business results. We’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
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Share Picklists Across Objects and Fields with Global Picklists (Pilot)
Another good feature will be live soon on production. (Salesforce Spring ’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 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
Tip for Sales, Finanace and suppliers Salesforce CRM
Its about managing your supply chain and driving your Sales Team from the opportunity to the order. Its a very good flow by Matrix.
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 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. It’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
Difference between Freeze and Deactivate users on Salesforce
Freeze or Unfreeze User Accounts In some cases, you can’t immediately deactivate an account, such as when a user is selected in a custom hierarchy field. To prevent users from logging in to your organization while you perform the steps to deactivate them, you can freeze user accounts. Let’s say a user just left your company. You… Continue reading Difference between Freeze and Deactivate users on Salesforce
Webservice callout from Scheduled Apex
Making webservice callout from Schedulable classes
Setting a date/time field default value
There is an date & time field. Which is set to current date and time automatically syncing with system. Problem: some times front end agents forgot to change the Time and submit the order. I want agents to select the proper time before submitting the order. Question: Would it be possible to set the default… Continue reading Setting a date/time field default value
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
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