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 my last article, I explained an integration design pattern for simple integration requirement. You can consider this article as continuation of other article, and I would be discussing an integration requirement that may not be simple. If you have not read the other article, then you can read it here: Salesforce Platform Events –
Event Notification & Callback – Salesforce Integration Design Pattern Read More »
Context As we all know, Salesforce is #1 cloud-based CRM platform. Salesforce offers several different kinds of cloud solutions for different part of business. Salesforce offers solutions for Marketing, Sales, Service, Support, Collaboration, Integration, Analytics, AI and more. Well, you are thinking if Salesforce offering solutions for all different part of businesses, then why do
Salesforce Platform Events – No code integration solution Read More »
Salesforce introduced Changed Data Capture (CDC) few years back. I do remember this as one of the important topics in Salesforce Integration Architect certification guide. Most of us would have spent time exploring this during preparation of certification exams. This is one of the great integration capabilities provided by Salesforce, but it is not widely
Salesforce Integration using Changed Data Capture (CDC) Read More »
If you have not explored Salesforce Event Relay feature yet, then this is time to explore it. Last year I was exploring options to integrate Salesforce with Amazon Web Services (AWS) and I was excited to know the General Availability of Salesforce Event Relay. With Event Relay, you can integrate your Salesforce application with Amazon
Event Relays – Integrating Salesforce with Amazon Web Services (AWS) Read More »
As we all know, Salesforce Marketing Cloud has many builders and studios to send messages as emails, SMS, and push notifications using Email Studio and Mobile Studio. Also, WhatsApp messages can be sent to subscribers. Recently, with increased popularity, clients are asking for message delivery to the Slack channel. Salesforce has acquired Slack, and there
How to send messages to Slack from Marketing Cloud Read More »
As we know Amazon Web Services (AWS) is one of the most popular cloud services and on the other hand, Salesforce is a leading CRM system. Last few years, we worked on multiple engagements where we get need to integrate Salesforce with AWS. This article I am going to discuss one of the integration design
Salesforce Integration using AWS Lambda Function Read More »
In this article I am going to discuss integration requirement where we integrate Salesforce with AWS S3. I would like to share the business requirement and the different integration design patterns we take to meet this kind of integration requirement. As we know Amazon S3 or Amazon Simple Storage Service is offered by AWS for
Integration: Salesforce with AWS Simple Cloud Storage (Amazon S3) Read More »
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??
How to use date-type fields in the duplicate Matching Rules criteria? Read More »
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
Maximizing Data Integrity with Salesforce Duplicate Rules Read More »
