360 Degree view of CRM – Page 4 – 360 Degree View of Salesforce CRM

Maximizing Data Integrity with Salesforce Duplicate Rules

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

Leave a Comment / By V Jaiswal

As we know Salesforce does not allow DML on Setup Objects and Non-Setup Objects in single transaction. Last week I was working on a requirement that requires updating setup objects (User and Permission Set) and non-setup objects contacts. I did not want to use APEX so asked my team member to use Salesforce Lightning Flow.

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Salesforce Lightning Flow or OmniScript ?

Leave a Comment / By V Jaiswal

Well, last one year lot of my team members and other Salesforce developers I interact with asked this question several times. Should we use Salesforce lighting flow or OmniStudio OmniScript? This is not the first time we hear this kind of question. In past we have been arguing APEX vs Process Builder or APEX vs

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Email Engagement with Interactive Forms in SFMC

Leave a Comment / By SRIK

The Interactive Email Form Block is one of the most powerful out-of-the-box features available in Marketing Cloud Content Builder. This feature allows you to receive subscriber information like profile data, product reviews, feedback, short surveys, and sales leads directly from embedded forms in an email. Allowing subscribers/Customers/leads to submit forms without leaving their mailbox increases

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OmniScript – OmniStudio

Leave a Comment / By V Jaiswal

When we talk about OmniStudio then first thing that comes to mind is the OmniScript. When I started learning OmniScript (when it was part of Vlocity Managed Package), I was simply thrilled. Creating a guided process was never that easy. I remember writing thousands of lines of APEX and Visualforce code and then writing very

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Integration Procedure – OmniStudio

Leave a Comment / By V Jaiswal

In this article we are going to cover basics of OmniStudio Integration Procedure (IP). I believe you have fair understanding of OmniStudio concepts and OmniStudio DataRaptor. I posted couple of articles related to that and I would recommend going through that if you are new to OmniStudio. You can go to Home page and access

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Access Control in SFMC: Standard User Roles & Permissions

Leave a Comment / By SRIK

In the realm of Salesforce Marketing Cloud (SFMC), user roles are like the keys to different rooms in a digital castle. They determine who can access what, keeping your data safe and your marketing efforts organized. In this article, we’ll take a closer look at the Standard User Roles in SFMC, breaking down their roles

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“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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DataRaptor Post – OmniStudio

1 Comment / By V Jaiswal

In this article we are going to cover basics of OmniStudio DataRaptor Post action. I believe you have fair understanding of OmniStudio concepts and OmniStudio DataRaptor Extract. I posted couple of articles related to that and I would recommend going through that if you are new to OmniStudio. You can go to Home page and

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DataRaptor Extract OmniStudio

Leave a Comment / By V Jaiswal

In this article we are going to share some basics of DataRaptor Extract. I have published an article with OmniStudio concepts and that covers basic of DataRaptor and I would encourage to read that article first and then come to this. A link to that article is posted OmniStudio Concepts I am going to refer

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