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Category Archives for "Salesforce CRM"

All About Recursive Trigger in Salesforce

All-About-Recursive-Trigger-in-Salesforce

Salesforce automates a business process with many tools like Workflow, Process Builder, Approval Process, Validation Rules, Triggers and so on. With triggers, we can update the fields of different objects. Here is everything you need to know about Recursive Trigger in Salesforce!

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Webinar: Best Practices While Integrating SAP with Salesforce

Webinar-Best-practices-while-integrating-SAP-with-Salesforce

As we all know, SAP and Salesforce are two best-in-class software solutions which complement each other. While the former is a complex & robust application for enterprise resource planning, later is a flexible CRM application which aims at making the job of customer-facing representatives, easier. Check out this Webinar on Best Practices for Integrating SAP and Salesforce!

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Salesforce Connect – Everything You Need To Know

Salesforce-Connect

When data is stored in Salesforce, it occupies Salesforce memory. One can easily access data stored in external systems with the help of Salesforce Connect. It allows you to view the data, modify the data and search for the data existing on the external system in real-time without copying it to Salesforce. Check it out now!

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APEX Scheduler in Salesforce: Step-by-Step Guide

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Salesforce provides many ways to automate the business process. If you want to run a piece of apex code at a particular time or at particular intervals of time we use Apex Scheduler. Apex scheduler is a class which runs at a regular interval of times. Let’s see the step-by-step process to create APEX Scheduler in Salesforce!

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Layouts in Salesforce – All You Need To Know

Layouts-in-Salesforce

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!

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How to Create a Flow in Salesforce – Step by Step Guide

How-to-Create-a-Flow-in-Salesforce

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!

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How to Create Sharing Rules in Salesforce

How-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!

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Understanding Roles in Salesforce

Understanding-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!

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How to Create Reports and Dashboards in Salesforce

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!

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