Team Veon
Team Veon
Layouts in Salesforce – All You Need To Know
In this article, you are going to learn about what are layouts in salesforce and their importance in an organization. In general, whatever you see when you log in to Salesforce is known as “Layout”. The layout is an arrangement of different parts or components to have a simple and clear view. Here is everything you need to know!
Continue readingHow to Create Roll-Up Summary Fields in Salesforce
Roll-up summary fields are used to calculate a value from related records and display it on a Master Record. The Roll-up field automatically looks for the change in related records and automatically updates the Master record. This can be created only when the relationship between Parent and child is ‘Master-Detail’ Relation. Here’s everything you need to know!
Continue readingHow to Create Custom Delivery Block in SAP?
Sometimes, a company wants to restrict the order due to some reasons like credit limit exceeded for a customer, insufficient stock etc. and wants to stop further delivery processing for a sales order. This can be achieved by using a Delivery block in SAP. Delivery block when applied, blocks the sales order for delivery i.e., delivery cannot be created until the delivery block is removed by the authorized person. Here are the steps to create a custom delivery block in SAP!
Continue readingHow to Create a Flow in Salesforce – Step by Step Guide
Flow is an application inside Salesforce that automates a business process by collecting data and performing operations in your organization or an external system. Flow can fetch, delete, update and create records on multiple objects. Here is an easy step-by-step guide to create a Flow in Salesforce!
Continue readingHow to Create Sharing Rules in Salesforce
When you want to share a record with multiple users who are connected by horizontal hierarchy, then we use Sharing rules. Sharing rules are only used to extend the access provided based on the permission given by the record owner. Here’s how you can share rules in Salesforce CRM!
Continue readingUnderstanding Roles in Salesforce
Role represents the hierarchical model of an organization. It’ll not give any permissions to users. It tells who has to report to whom. The same role can be given to multiple users and they may or may not have the same permissions. A Role can be assigned to the user at any point of time. Let’s try to understand the Role hierarchy in Salesforce!
Continue readingHow to Create Reports and Dashboards in Salesforce
Salesforce report is a list of data generated based on the criteria defined. A dashboard is a pictorial representation of data generated by reports. Every business needs clear ‘Reports’ and ‘Dashboards’ for better understanding and forecasting of a Business process. Here’s how you can create Reports and Dashboards in Salesforce easily!
Continue readingHow to Create Partner Functions in SAP Easily
Partner function is a term which is used to give the detailed account of people with whom business process is carried out. Partner function is a kind of relationship which defines which partner performs what actions to a connected customer. Here’s how you can create Partner Function, PDP in SAP & assign PDP to the account group!
Continue readingHow To Load Initial Stock Into SAP
Sometimes, there is a case where we have a material but no stock is maintained for it in SAP. To maintain a stock for a particular material, we use a transaction code MB1C in SAP. By default, SAP does not maintain any stock for a material. In this article, we will see how to load initial stock into SAP!
Continue readingHow to Sync Invoices from SAP Business One to Salesforce
In this article, we are going to go through the steps involved in the flow of Invoice data from SAP B1 to Salesforce. We will see how an Invoice is created in SAP Business One and synced to Salesforce.For the process of syncing the Sales Invoice data, we will use APPSeCONNECT!
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