Importance of User Experience in Salesforce CRM
Business Requirement One of the common requirements we see in most of the projects is to make a record Read Only based on some conditions. Some of the use cases to make the record read only are listed here:- Solution One common solution for above use cases is to use a page layout with all […]
Simple Solution to Make Record Read Only Read More »
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
SSO Made Simple: Streamlining Access to Salesforce Read More »
Remembering Past Last 20+ years of my It career, I have been witnessing several evolutions. There was a time when we were seeing innovation effort in developing new programming languages. Started my career with C++ where I was writing thousands line of code and then explored several new languages like C#, Java, Python, Node etc…
Salesforce CRM – Low-Code / No-Code Platform Read More »
In this article, I would like to discuss the power and some use cases of Salesforce Notes. Salesforce Notes are not new, but it is not widely used across different Salesforce implementations. In some cases, it is used but we are not using all the great features of this tool. While Salesforce Tasks and Activities
Documenting Interactions using Salesforce Enhanced Notes Read More »
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
“Who Takes the Chat: Salesforce Einstein Bot vs. Agent online?” Read More »
Einstein Chatbot is one of the game changer in the service cloud provided features. In the current era of competetion and revolutionary innovations to provide best service to customers – Chatbots are a great addition to Salesforce Chat functionality. Let us try to do deep dive to know more about the virtaul agents. To enable
