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Posts Tagged ‘blog series’

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Eliminating Data Duplication: A Guide to Duplicate Rules in Salesforce

Hello Trailblazers! In the area of Salesforce data management, maintaining data accuracy and integrity is paramount. Duplicate records not only clutter databases but also lead to inefficiencies in sales, marketing, and customer service processes. To address this challenge, Salesforce offers Duplicate Rules, a powerful feature designed to identify and prevent the creation of duplicate records. […]

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Understanding the Einstein Bot Builder: A Comprehensive Overview

Hello Trailblazers! Welcome to the Series of Salesforce Einstein Chatbots- Part 4 In today’s digital world, businesses continuously looking for new methods to improve customer interaction and accelerate support procedures. One such solution offered by Salesforce is the Einstein Bot Builder, a powerful tool that empowers organizations to create intelligent chatbots tailored to their specific needs. […]

Chatbot

How to Upgrade Standard Einstein Bot into Enhanced Bot?

Hello Trailblazers… Welcome to the Series of Salesforce Einstein Chatbots!  Part 3 In the ever-evolving landscape of customer engagement, providing seamless and personalized experiences has become paramount. With Salesforce’s Einstein Bots, businesses can leverage the power of AI-driven conversations to elevate their customer interactions. However, as needs grow more complex, the demand for more advanced […]

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Mastering Salesforce Queues: A Step-by-Step Guide

Hello Trailblazers! Welcome to our comprehensive guide on Mastering Salesforce Queues! In today’s fast-paced world of growing businesses, efficiency and organization are key to success. Salesforce Queues are a powerful feature designed to help businesses streamline their workflow, improve team collaboration, and enhance overall productivity. In the previous part of this blog, we discussed “What […]

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Introduction to the Salesforce Queues

Hello, Trailblazers! In this blog post, we’ll learn: What are Salesforce Queues? What is the Purpose of Queues? Permissions in the Salesforce Queue. Advantages of Salesforce Queues. Some important points. So let’s get started…   What are Salesforce Queues? Salesforce queues are virtual containers within the Salesforce platform that hold records, such as leads, cases, […]

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Automating the Survey Invitations with Flows

Hello Trailblazers! With Salesforce Survey, gaining valuable insights and feedback from your audience becomes a seamless and insightful experience. In this blog post, we’ll learn how we can Automate Survey Invitations with the help of Flows. This innovative capability empowers you to integrate surveys into your Salesforce Flows effortlessly, ensuring timely and targeted feedback collection. […]

Bulk user profiles from laptop

How to Analyze Salesforce Survey Responses?

Hello Trailblazers, In the previous parts of this blog, we learned how to create Salesforce Survey forms and how to send your forms to your audiences to get their responses. If you did not read it, you can read them here: Part 1 and Part 2. In this blog, we’ll learn how to analyze the […]

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Apex Trigger for Custom Validation in Salesforce

Hello, Trailblazers. In this blog post, we will learn how to write an Apex Trigger for Custom Validations. Acceptance Criteria:  Write an Apex Trigger to restrict the Payment until the Final Quote is “Approved”. To solve this, we have custom objects named Payment__c and Final_Quote__c in a lookup relationship with each other. Its lookup field […]

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How to Schedule an Apex Batch Class in Salesforce ?

Hello Trailblazers, In this blog post, we will learn how to schedule an apex Batch Class in Salesforce. Acceptance Criteria: Write an Apex batch Class to delete all the Contact records older than 1 year. Schedule the batch to delete records automatically. If you want to learn how to write a simple batch class, you […]

How to Send Emails Using Schedulable Apex ?

Hello Trailblazers, In this blog post, we will learn how to send reminder Emails using Schedulable Apex Batch Class. Acceptance Criteria: Write an Apex Batch to send a reminder email to the owner when the Product due is near. Schedule this apex batch to send automatic emails to the owner. If you want to learn […]

Website Design. Developing Programming And Coding Technologies.

Batch Class in Apex to Delete Records

Hello Trailblazers, In this blog post, we’re going to write a batch in Apex to delete the records from the targeted object. Acceptance Criteria: Write a batch Class in Apex to delete all the account records created in the last 1 year. Batch Apex is a powerful Salesforce tool that allows developers to create and […]

Artificial Intelligence (ai) Automation, Predictive Analytics, Customer Service Ai Powered Chatbot, Analyze Customer Data, Business And Technology

Revolutionizing Customer Engagement: The Salesforce Einstein Chatbot

Welcome to the Series of Salesforce Einstein Chatbots!  Part 2 In the ever-evolving landscape of customer service and engagement, Salesforce Einstein Chatbot is the revolutionary AI-powered tool that is the future of personalized customer interactions. Salesforce chatbot not only understands customer inquiries but also anticipates their needs, adapts to their preferences, and delivers seamless, human-like […]