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Salesforce Service Cloud Introduction

Author - Webner
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6:18 am
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Introduction to Salesforce

Salesforce is a CRM that is used to connect people and to share information. In this blog, we are going to discuss one of the core service – Salesforce Service Cloud and how it revolutionized customer support by making interactions easier between an organization and its customers. Now we will understand how Salesforce Service Cloud can add value to the business. First, we need to know the Salesforce Service Cloud, the need for it and what all services it provides to engage customers.

What is it?

Service Cloud permits users to automatize service processes […]

Email option on object page in Salesforce Lightning

Author - Webner
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5:41 am
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Salesforce Lightning – Email Option

To use a salesforce lightning default email option on the object page, we need to create a global action. For this, we have to go with the following steps:-

Steps:

1) Go to Setup | Global Action
2) Create a new Send Email global action.

3) Go to the object manager and select the object in which you want to add this global action.
4) Go to Page Layout and choose the layout.
5) Choose Mobile & Lightning Actions.
5) Drag the Email action and drop it below into the Salesforce Mobile and Lightning […]

Salesforce Reports

Author - Webner
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7:02 am
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Introduction to Salesforce Reports

A report is an important part of any business. It provides a clear view of the management. An administration uses the reports to trace improvement towards its different goals, control expenses and increases profits. In Salesforce, we can easily create reports in different styles.
Reports can be created using a few clicks in a short time. We can also schedule the Salesforce reports.

There are basically four types of reports that we can create:

1. Tabular: It is used for listing a simple collection of data without any subtotals. This provides us […]

Push Data From Mautic To Salesforce

Author - Webner
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6:29 am
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Pushing records from Mautic to Salesforce using Segments and Campaign

Below are the steps to push specific records (using filters) from Mautic to Salesforce:

Create Segment
Segments are the list of Contact records. Click on the segment tab and then click on the New button to create a new segment. The following window will open:

There are two tabs –

Details:- Here, we can add the Name, Alias, and Description of the Segment as shown above image.
Filters:- In this tab, we can add multiple filters in order to add specific contacts (which matches these filter criteria […]

Salesforce Health Cloud

Author - Webner
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7:13 am
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Salesforce Health Cloud is a health IT CRM system that helps the doctor to take care of patients’ records and access data in a simple manner.

REQUIRED EDITIONS

Health Cloud (as of today) is available in Salesforce Classic and Lightning Experience. Available in: Enterprise, Performance, and Unlimited Editions

Health Cloud Architecture Overview

Health Cloud helps to take care of records of patients which mixes data of the patients from multiple information sources, as well as electronic medical records (EMRs), medical devices and wearables. It is a part of the system, personal communities, that allows secure collaboration […]

Lightning Visualforce Page Redirection Refresh Issue

Author - Webner
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5:50 am
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Introduction

Lightning Experience is a next-level experience in Salesforce and has a major improvisation in functionality, usability, and speed for every user type. You can use aura components and apps to fulfil your requirements in lightning but as there are pros of lightning, there are still some bugs in it. One of them is – the lightning record doesn’t show the refreshed data after redirection from a visualforce page. So a solution for it is creating an empty aura component and add the “refresh View” function in it so that whenever the page is opened the aura […]

Salesforce Partner Community

Author - Webner
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5:20 am
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Introduction

The Salesforce Partner Community is a platform that is built and maintained specifically for Salesforce partners. It is used by partners to manage their business, learn best practices, get support, and engage with Salesforce employees in a safe and secure environment.
In Salesforce Partner Community, you can find useful articles, webinars, and events that can give you ideas on how to expand your business. You can also get in touch with other Salesforce partners and Salesforce employees who can work with you.

How to become a Salesforce partner?

The relationship of your company with salesforce […]

Salesforce: Sales Cloud Introduction and Features

Author - Webner
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7:26 am
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Introduction to Sales Cloud

Sales Cloud, a part of the SFDC platform which mainly focuses on improving the output of the sales team of an organization and hence increasing the sales. It is one of a kind that is better as compared to other sales methods, as it provides both the account information of the customer as well as the data gathered from the social platforms about the product and customer. It helps in determining the potential of a sales lead and closing the sales faster. Salesforce.com provides 5 versions of the sales cloud on a per […]

Salesforce API in C#

Author - Webner
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6:01 am
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Introduction to Salesforce API in C#

We can use salesforce API to connect or send data to salesforce from C#. The API accepts certain parameters and returns the result. We need not create an extra code in it.

In this example, we are going to upload a file data from C# in the salesforce Document object. For this, we are going to use the salesforce document API.

/services/data/v39.0/sobjects/Document

We need to know the salesforce access token and instance URL to connect it to and use the API.

The code in c#:

Introduction to Salesforce Chatter

Author - Webner
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4:56 am
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Salesforce Chatter

Salesforce Chatter is the world’s topmost enterprise social network. It consists of work or customer-related information. In salesforce chatter, users can follow both people and documents to collaborate on the opportunity, leads, campaigns, projects, and tasks. Users can share information securely within the organization.

Salesforce chatter is similar to Facebook and LinkedIn. Like other social media platforms, users can manage their feeds and notification. They can create private or public groups. Chatter is available on both desktop and mobile.

To enable chatter in the classic, follow these steps:

Setup -> Customize -> chatter -> settings and ‘enable […]

Salesforce Script To Fetch Object

Author - Webner
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12:51 pm
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1 Comment
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Salesforce script to fetch object which contains fields using fields API

When we work with objects in salesforce, sometimes we need a few things dynamically like a list of object names that contain field with a given API name of the field. So, here is a script that gives us all the objects which contain those fields.

String fieldAPI = ‘fieldAPI__c’; // API name of field to be searched
List sObjectList = new List();

//fetching objects which will be used to get field names
for(Schema.SObjectType eachShema : Schema.getGlobalDescribe().Values()){
String objectName = eachShema.getDescribe().getName();

// Exclude all the unwanted sObjects […]

Salesforce Development Best Practices

Author - Webner
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5:20 am
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Salesforce Development Best Practice

There are various approaches for developing code in salesforce but there is always one way which is better than others. So here is a list of best practices that should be followed while working in Salesforce.

Apex
1. You can write the code in any format as you want but you should use the capitalization for class names. For example:

public class EmployeeDetails{}

Use Camel case for function and variable names. For example:

String empId = ‘’;
Public function employeeAdd{}

You should keep in mind that the name should be descriptive for anyone who […]

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