Salesforce Admin – Page 2 – 360 Degree view of CRM

SSO Made Simple: Streamlining Access to Salesforce

Single sign-on (SSO) is an authentication method that enables users to access multiple applications with one login and one set of credentials. The below artcile covers the fundamentals of Salesforce Single Sign-On (SSO), exploring implementation steps to configure in your organization to enable third parties as authentication providers to login to Salesforce. For example, logging […]

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CRM Sample Data Generation using mockaroo

By V Jaiswal

In this article, I am going to talk about Data. As we all know data is most important component of a successful business. Salesforce is doing lot of investment and innovation to help business to improve data quality and data representation. We have been hearing this phrase “Garbage In then Garbage Out”. As an architect

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Documenting Interactions using Salesforce Enhanced Notes

How to use date-type fields in the duplicate Matching Rules criteria?

Leave a Comment / By SRIK

In a typical healthcare or customer-centric organization, individuals’ names, emails, and date of birth are commonly used to identify duplicates. However, many are perplexed by the fact that Salesforce matching rules do not support date fields, which presents a significant drawback in identifying duplicate contacts. How do I get rid of this problem??

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Maximizing Data Integrity with Salesforce Duplicate Rules

Leave a Comment / By SRIK

In Salesforce, Duplicate Rules and Matching Rules are integral components of data quality management, particularly when dealing with duplicate records. Here’s an overview of each: When setting up Duplicate Rules, need to define: Salesforce’s Duplicate Management features provide a flexible framework for controlling and managing duplicate records across various objects in your Salesforce org. By

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Mixed DML in Salesforce Lightning Flow

“Who Takes the Chat: Salesforce Einstein Bot vs. Agent online?”

Leave a Comment / By SRIK

In the Salesforce application, as we know, chatbots can be linked to the same chat button, which can send chats to agents. So when chat is initiated from the website, chat will be triggered in the application, or the chatbot can respond to the chat. Depending on the customer business model, in some cases, the

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Why this – FATAL_ERROR Internal Salesforce.com Error

Leave a Comment / By SRIK

“Error messages are like cryptic puzzles – challenging us to decipher their hidden meanings, that can range from the frustratingly vague to the downright bizarre, leaving us scratching our heads and wondering if our computers have developed a sense of humor.“ Internal Salesforce.com Error – This is not an interesting error message with sufficient details.

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IP Warming!

2 Comments / By SRIK

IP Warming is as popular as “Global warming” for the techies in the Salesforce marketing cloud ecosystem. Salesforce offers two different types of IPs to clients who want to implement Marketing Cloud Email Studio. As there is no concept of pre-warmed IP address, if organizations start sending bulk emails using the new dedicated IP, there

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