Salesforce CRM | APPSeCONNECT - Part 4
Category Archives for "Salesforce CRM"

Salesforce Einstein: What are the New Features?

Salesforce-Einstein-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.

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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.

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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.

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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.

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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.

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Salesforce and SAP B1- Customer and Contacts Bi-Directional Sync

As we enter the new age of customer centric business, it is very important for online businesses to treasure their customer/lead information. It is also necessary to achieve their 3600 view on the front end for sales& customer representatives and on the back end for ERP representatives. This synchronization is a crucial factor in the growth of a business.

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