Category: Salesforce Admin
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Effortlessly Import Data in Salesforce – 5 Powerful Tools
Introduction Salesforce is a cloud-based Customer Relationship Management (CRM) software that provides a comprehensive suite of tools to help businesses manage their customer interactions and data. One of the key features of Salesforce is the ability to import data, which allows businesses to quickly and easily add information to their Salesforce databases. Importing data is…
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How to Create Custom Object Tabs in Salesforce Lightning
Custom Object Tabs in Salesforce are like special buttons that help users quickly access and interact with custom data. Custom objects are created to store specific information that doesn’t fit into the standard Salesforce categories. The tabs make it easier to manage this information by providing a simple way to view, edit, and work with…
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Salesforce form – The best available option in 2023
Forms play a crucial role in any business, from capturing customer information to collecting data for analysis. In Salesforce, there are a variety of options available for working with forms, from no-code methods to more advanced options. In this article, we will provide a comprehensive guide to working with forms in Salesforce, including a list…
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Implement Salesforce as easy as pie : 20 min guide
Implementing Salesforce is not an easy process. It includes identifying challenges, mapping them into Salesforce, Data Migration, Configuration and customization, Custom Development, Testing, User Training, and continuous maintenance. This guide is for business users who wish to implement Salesforce to grow their business. In this guide we will discuss: Choose what to implement You might…
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3 Powerful Salesforce Web Forms – Customize Your Data Collection
This ultimate guide covers everything you need to know about Salesforce web forms in 2023. Learn about the different types of web forms available, including Web to Lead, Web to Case, and custom object forms. We’ll also cover the pros and cons of using custom code or third-party apps to create your forms, and how…
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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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Gravity Form – Dynamic Forms for Salesforce in 2022
Gravity form is a WordPress plugin that allows users to create dynamic forms according to collect information via WordPress. Additionally, It also offers many official add-ons which help users to integrate gravity form with external services like Salesforce, Stripe, etc.
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Ultimate guide on Opportunity in Salesforce
To grow your business, the word “deal” plays an important role. Salesforce is well-known for helping businesses organize and manage customer information. But what makes it even more powerful is its “Opportunity” feature which helps businesses to track potential sales and customer interactions from start to finish and making it easier to close deals &…
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Salesforce Sandboxes 101: Everything about Pricing, Types & Features
When using Salesforce, it’s important to have a safe space to test and try out changes without affecting your real data. This is where sandboxes come in. It lets you experiment with new features or make changes without risking your business operations. In this guide, we’ll explain what Salesforce sandboxes are, how much they cost,…
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Find Salesforce Edition
Salesforce is a powerful platform, but did you know there are different Salesforce editions? Each edition comes with different features, limits, and pricing. Knowing which edition you’re using is important because it affects what you can do with Salesforce and how much you pay. In this post, we’ll show you how to find your Salesforce…