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Posts Tagged ‘salesforce admin’

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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. […]

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How to add ‘Chat Session’ to the Experience site page

In today’s digital age, businesses are always looking for new, creative ways to communicate with their clients, partners, and staff. Salesforce Experience Cloud is one potent tool that has become very popular. With the help of this innovative platform, businesses can build vibrant, interesting, and useful online communities that promote deeper relationships and productive interactions. […]

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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Demystifying the CRON Expression in Salesforce

Hello, Trailblazers. In this blog post, we will cover a very important topic that we use in our day-to-day Coding practices or Programming- CRON Expression. CRON Expression As you know, Salesforce provides a very great feature of Scheduling an Apex class. You can schedule classes in a standard way through customization with the frequency of […]

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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 […]

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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 […]

Salesforce Marketing Cloud API

Salesforce CPQ and its Key Features

Welcome to the informative series of Salesforce CPQ. In the previous part of this article, we’ve seen What Salesforce CPQ is, understood what actual configure, price, and quote are, how to sign in for CPQ enabled org, and many more. You can go with this link if you have not read it yet. In this […]

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An Introduction to Salesforce CPQ

In this blog, we will focus on the world’s best CRM software i.e., Salesforce, and understand what Salesforce CPQ is. What is CPQ? Salesforce CPQ, which stands for Configure, Price, Quote, is a powerful tool within the Salesforce ecosystem designed to streamline and optimize the complex process of generating quotes and proposals. In today’s world, […]

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 […]

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The Ultimate Salesforce Knowledge Features Overview

Introduction: In the dynamic world of customer relationship management (CRM) and business operations, staying ahead of the curve is the mantra for success. In this digital age, where customers expect instant answers and personalized solutions, Salesforce Knowledge empowers businesses to precisely deliver that. Salesforce Knowledge is not just a tool; it’s a paradigm shift. It’s […]

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Salesforce Knowledge Feature: A Blueprint for Information Excellence

Introduction: In today’s fast-paced business landscape, customer satisfaction and service excellence stand as the pillars of success. Customers demand not only high-quality products or services but also prompt and accurate responses to their queries. This is where Salesforce Knowledge, a powerful feature of the Salesforce platform, comes into play, revolutionizing how businesses manage and provide information to their […]

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