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 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 readingTop 16 Salesforce AppExchange Apps
Salesforce is one of the leading platforms that businesses use nowadays to scale up with efficiency in their ventures. As we all know, Salesforce is a highly customizable platform that allows its users with a lot of areas to cater to. However, besides the standard functionalities, one can easily extend Salesforce capabilities by employing the most suited Salesforce AppExchange apps. Here are the Top Salesforce AppExchange Apps!
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!
Continue readingHow to Sync Quotes from Salesforce to SAP Business One
In this article, we are going to see how to create a ‘Quote’ in Salesforce and sync it to SAP B1. For the process of syncing the Quote data we will use APPSeCONNECT, a best-in-the-class iPaaS Solution. This solution connects and integrates any kind of business application based on the requirement of the owners. Check out the Video Demonstration to understand the step by step procedure of creating a Quote in Salesforce and syncing it to SAP Business One!
Continue readingSyncing Order from SAP Business One to Salesforce
In this article, we are going to go through the steps involved in the flow of Sales order data from SAP Business One to Salesforce. We will see how an Order is created in SAP B1 and synced to Salesforce to automate the business process. Don’t forget to check out the Video Demonstration of the same!
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