Hello Trailblazers! With the need for effective customer data and records management increasing, Salesforce developed a solution called Salesforce Queue. Queues offer a dynamic solution, allowing users to efficiently organize, assign, and prioritize tasks and records. If you are not aware of what a Salesforce Queue is, how to create one, and its advantages, check […]
Posts Tagged ‘salesforce admin’
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 […]
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, […]
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. […]
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. […]
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 […]
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 […]
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 […]
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 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 […]
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, […]