Salesforce Duplication Rules – Make them your best friends !

The worst thing that can happen when you are using a CRM is that your data is in bad shape. This is why you need to ensure that your data is in good shape. One way to do this is to avoid duplicate records by setting up duplication rules!

By |January 18th, 2017|Salesforce, Salesforce CRM|0 Comments

Salesforce Einstein: What are the New Features?

No we are not talking about one of the greatest scientist and a sheer genius of all time (Sir. Albert Einstein). In here we are talking about a new AI (Artificial Intelligence) platform introduced by Salesforce built into the very core of Salesforce CRM platform, the basic purpose of which is to deliver advanced AI capabilities to sales, service, and marketing — which will enable anyone to use clicks or code for building AI-powered apps that will get smarter with every interaction.

By |January 6th, 2017|Salesforce, Salesforce CRM|0 Comments

Salesforce Lightning New Features and Updates

Born and bred on the cloud, headquartered in San Francisco, Salesforce as we know is almost an undisputed leader in Customer relationship management (CRM). Few days back Salesforce had announced the release of a new version of its Salesforce Lightning tool with a completely new interface under the tag name of “Winter 17 Release”. Salesforce have added quite a number of new features in this new version.

By |December 19th, 2016|Salesforce, Salesforce CRM|0 Comments

How to Create a Workflow in Salesforce

Workflows are triggered based on certain criteria. For example, you can define a workflow that if an opportunity of over $50,000 gets created, then an alert should go to the Vice President (Sales). In this example the criterion is creation of opportunities with value of more than the specified amount.

By |November 7th, 2016|Automation, Business, Salesforce, Salesforce CRM|0 Comments

Getting started with Salesforce 1

CRMs are now must-haves for any organization across all industries where B2B sales are involved. Salesforce CRM is leading the market being one of the most popular Cloud based CRM Platform. But one of the key elements of any CRM is to access the data on the go.

By |July 27th, 2016|Salesforce, Salesforce CRM|0 Comments

How to connect Salesforce CRM with Microsoft Outlook

Microsoft Outlook, from the Microsoft umbrella is one of the most sought after Personal Information Manager, primarily as an email application along with the other features like calendar, task manager, contact manager, note taking, journal, and web browsing. Being an aggressive player in the free email account market, Microsoft Outlook has also been a favorite for enterprises, all scaling from small to large.

By |May 4th, 2016|Salesforce, Salesforce CRM|0 Comments

API Usage Limit in Salesforce- Essential for external data exchange

Salesforce is the leading CRM system available in the market. A huge number of organizations use Salesforce CRM along with some other systems, like eCommerce, ERP, HRMS, WMS, Marketing Automation Tools etc. according to their business need. In most of the cases the required data exchange between Salesforce and external systems happen through the default APIs.

By |April 23rd, 2016|Salesforce, Salesforce CRM|0 Comments

Credit Management for SAP Magento B2B Integration

In a B2B business scenario, products are generally ordered in bulk and there are risk management features provided by SAP to mitigate risk for big transactions. The best practice is to assign company credit to the companies and have complete control over order processing by blocking the cycle at various stages.

By |April 1st, 2016|Business, Salesforce CRM, SAP|0 Comments

Salesforce – Year end Review 2015

2016 have started off, and I am optimistic on the fact that it awaits with some great news and updates from CRM industry. When we talk about CRM, the first name that comes to our mind is Salesforce.com which happens to be one of the most highly valued cloud computing company with a market capitalization of over USD 50 billion.

By |February 15th, 2016|Business, Salesforce, Salesforce CRM|0 Comments
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