Category: Salesforce Basic
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Salesforce Objects 101: A Comprehensive Handbook
An object in Salesforce is like an entity or table that contains data in rows and columns. The row can be a record or tuple & column can be a field or attribute. Objects are used to store information in table form in the Salesforce database. If you are not familiar with databases, think about…
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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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How to create a Salesforce Site with Force.com in Just 10 Minutes
Introduction to Salesforce site (Force.com) Companies are using Salesforce to keep all the business-specific data that include products, pricing, users, knowledge articles, testimonials, etc. This data can be accessed only by internal users who have Login credentials of Salesforce. What if any organization needs to share any of this data with the public and the…
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![Generate PDF in Salesforce For free in 2024 [Updated]](https://cms.arrify.com/wp-content/uploads/2022/05/0631f9ac44fd47d562882ad34ac64481.gif "Generate PDF in Salesforce For free in 2024 [Updated] 6")
Generate PDF in Salesforce For free in 2024 [Updated]
In every business generating PDF files from invoices, bills, articles, reports, etc. is necessary. As a PDF (portable document file), we can keep it offline for later consumption instead of viewing the same detail using the network. In this post, we will explain how to Generate PDF in Salesforce with a button click. In this implementation,…
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What is CRM? – Use, Benefits & Future in the next 10 Years
What is CRM? Basic Definition of CRM CRM stands for Customer Relationship Management and refers to all strategies, techniques, tools, and technologies used by enterprises for developing, retaining, and acquiring customers. A simple definition of CRM When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management,…
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Ultimate guide on Opportunity in Salesforce
What is Opportunity in Salesforce? Opportunities are actually Deals in the business. To handle these deals in business, Salesforce has an opportunity object. The Opportunity object is the most important object in Salesforce, this is where your sales team manage their deals and store information on a deal that is still ongoing. Click here to…
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Salesforce Sandboxes 101: Everything about Pricing, Types & Features
What Is Sandbox? Salesforce Sandbox is a copy of your production organization. You can create multiple copies of your organization in separate environments for different purposes such as development, testing, and training, without compromising the data and applications in your production organization. Salesforce sandboxes are completely isolated from your Salesforce production organization, so operations you perform in your sandboxes do…