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

Buttons and Actions in the Salesforce Lightning Experience

Buttons-Actions-in-Salesforce-Lightning-Experience

Moving beyond simple alterations of fonts, colors, icons and user interface, Lightning Experience delivers a better platform to maximize the productivity of sales representatives. Salesforce Lightning Experience is not only going to change user experience; its power-packed features will help companies to sell faster and make better decisions. Salesforce Classic displays actions in the Chatter publisher while buttons are displayed on a record’s details page.

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How to Create WorkFlow in Salesforce

Create-WorkFlow-in-Salesforce

Workflow is one of the most powerful tools available in Salesforce. It lets you automate the standard process and save the time for the organization. It has two main components viz. Criteria and Action. It is similar to if/then statement such that when a record meets Criteria then Action is executed.

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How to Set up Validation Rule in Salesforce

Validation-Rule-in-Salesforce

Certain business checks need to be in place within the CRM application so that erroneous data cannot be created to start with. Validation rule is a great way to implement business checks without putting in a single line of code. It helps you make your business process efficient by having the correct data in place the first time.

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Zoho CRM vs Salesforce CRM – An In-depth Comparison

Zoho-CRM-vs-Salesforce-CRM

A few days earlier, one of our clients asked us, “ We are facing some issues in managing our customers and prospects. I am searching for a CRM and currently, I am evaluating both Salesforce and Zoho CRM. Which one would you recommend me? Which one is better?”
In today’s blog post, I will cover this vital question for many organizations: “Should we choose Salesforce or Zoho CRM?”

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Dynamics CRM vs Salesforce CRM – A Comparison

Compare-Dynamics-CRM-and-Salesforce-CRM

If you are planning to invest in one of these two CRMs and perhaps integrate it with other automation software like an ERP, do not worry. We will look at advantages and disadvantages of both Dynamics CRM and Salesforce, and help you make a decision based on your business’s unique requirements. Here is a comparison between the two CRM giants.

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Salesforce Lightning Partner Community – How companies can sell faster & smarter

Salesforce-Lightning-Partner-Community

SalesForce announced the launch of Lightning Partner Communities in November, 2016, delivering a best-in-class platform for companies looking to accelerate channel sales from their partners. The CRM giant says that the new programme will allow companies to ‘arm resellers, franchisees, channel teams and more with the same tools that make their own direct sales force successful’.

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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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