Author: Team Arrify
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Native Salesforce PDF Generation vs. Third-Party Solutions
Introduction When it comes to create PDF documents like quotes, contracts, or invoices in Salesforce, one common question often comes up : should we use built-in (native) Salesforce PDF generation tools, or go with a third-party Solutions? Although, it might not seem like a big decision. But the tool we choose can really affect how…
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E-sign Document with Salesforce – Free and no code Methods
E-signatures have become a key part of modern business, helping teams move faster and close deals without delays. Salesforce users don’t need to rely on costly third-party apps or complex development to enable electronic signatures. This guide shows you simple, no-code and free ways to add e-signatures in Salesforce, helping your business move faster while…
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PDF Layout in Salesforce : Headers, Footers, Page Break
Introduction In today’s business world, creating professional and well-organized PDF layout is very important. But if the formatting isn’t set up correctly, the PDF can look messy. Content might not line up properly, or it could run off the page. One common issue is not having clear and consistent headers and footers, which can make…
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Salesforce form – The best available option
When it comes to form solutions for large businesses, Salesforce forms really stand out. Many form builders focus on being quick or easy to use, but Salesforce goes further. It doesn’t just collect information it connects that data directly into your CRM, helping teams build stronger customer relationships and make smarter business decisions. Salesforce offers…
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Explained: Connected App and Named Credentials in Salesforce
Integrating Salesforce with other systems has always been one of the trickiest parts of CRM customization. Whether you’re connecting to an external API, a third-party service, or even another Salesforce org, handling authentication, tokens, and credentials can quickly become complicated. That’s where Connected Apps and Named Credentials come in, these powerful tools that make Salesforce…
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Using Salesforce External Services in Flow: Step-by-Step Guide to Connecting APIs Without Apex
Salesforce Flow is incredibly powerful for automating your business processes such as creating records, updating fields, sending emails, and much more. But here’s the thing: your business doesn’t live in just one system, does it? Think about your daily work. What happens when your process needs data or actions from outside Salesforce? Maybe your support…
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Uses of Salesforce REST API Endpoints: A Real-World Example Connect Two Orgs Securely
Salesforce is not just a CRM anymore, it’s a powerful platform that can connect, communicate, and share data with other systems seamlessly. One of the key ways Salesforce achieves this is through REST API Endpoints. In this blog post, we’ll explore the uses of Salesforce REST API Endpoints with a real-world example, where we connect…
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JotForm Salesforce Integration: 6 Easy Steps to Automate Your Workflow”
JotForm JotForm is a San Francisco–based company for building online forms. It was founded in 2006. JotForm is provide a web/app-based online web form building tool that helps users to create forms online very easily without writing a line of code. Also It is a great way to collect useful data for different industries. For example,…
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Custom Links in Salesforce Lightning: A Comprehensive Guide
Introduction Navigating through Salesforce doesn’t have to be a daunting task. Enter Custom Links in Salesforce Lightning – an efficient, user-friendly feature that reduces unnecessary clicks and enhances user experience. By leveraging of the standard “Rich Text” component in Lightning App Builder, creating and integrating these custom links becomes a walk in the park. This…
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Salesforce Journey Builder 101: A Beginner’s Guide to Customer Journeys
Introduction to Salesforce Journey Builder Salesforce Journey Builder is a powerful tool that enables marketers to create and automate personalized customer journeys across multiple channels, such as email, mobile, social media, and more. With Journey Builder, you can map out the entire customer journey, from the moment a customer becomes aware of your brand to…