Category: Automating Salesforce
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Web to Lead in Salesforce – DIY in 4 steps
Introduction If you are looking to capture leads from your website and automatically route them to Salesforce, then Web to Lead is the feature for you. With Web-to-Lead, you can create a custom lead capture form that integrates with Salesforce, allowing you to collect lead data and automatically create a new lead record in your…
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Triggers in Salesforce: Powerful Concepts Every Developer Should Know
Introduction Salesforce Triggers are an essential part of the platform’s automation capabilities. They enable developers and admins to automate processes and customize application behavior by executing code before or after records are inserted, updated, deleted, or undeleted in Salesforce. Dive into Salesforce Automation: Key Features and Capabilities. What are Triggers? Triggers are Apex scripts that…
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Overview of Salesforce Genie in 10 min
Before we understood Salesforce Genie, we need to understand the Unified profile and its significance. What is a Unified Profile? The unified profile is one single source of truth that consists of data from various data sources and channels. It shows one clear picture of all interactions with the brand. Past service Interaction, Marketing engagements,…
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Lead Conversion in Salesforce – Everything You may want to Know
What is the lead conversion in Salesforce? Prospective customers interested in your company’s products or services are known as leads. Leads can come from various sources, such as web forms and websites. This lead information is stored in Salesforce’s Leads object. When customers express interest in purchasing services or products, you can qualify a lead…
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The ultimate guide to salesforce automation in 2023
Salesforce automation is the process of using salesforce to automate any business process or task and reduce manual effort. Hire Salesforce Developer from Arrify to automate any task.
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The ultimate guide on Salesforce flow in 2023 [Updated]
Flow Builder Salesforce Flow Builder is an inbuilt automation tool offered by Salesforce which is used to automate complex business processes such as sending an email, executing logic, interacting with the Salesforce database, call Apex classes and collect data from users, etc. Also, It can be used to build code-like logic but without using a…
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FormAssembly – Setup dynamic Forms in Salesforce (20 min)
If you are looking to set up a dynamic form and want to push data into salesforce, FormAssembly is one of the decent solutions. FormAssembly uses Salesforce API to push data into Salesforce. So users can connect any object of salesforce.