9 05, 2023

How to Generate QR code for Object Record Page

2023-05-09T05:46:05+00:00May 9, 2023|Salesforce|0 Comments

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| ByAyush Sharma

Create a formula field on the record page. Add the given below formula in Formula Options IMAGE('https://chart.googleapis.com/chart?chs=250x250&cht=qr&chl='+ AccountId ,'test') Add this field to the page layout. Now Scan the QR code , we will get the record Id

24 09, 2020

Useful SalesForce Information for Test Engineers

2023-04-24T10:40:47+00:00September 24, 2020|Insurance, Web Development|0 Comments

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| ByWinsurtech

What is Salesforce testing? Salesforce testing is a process to ensure the configuration and functionalities of the salesforce org. Salesforce testing includes various roles for a tester like changing the object settings, validation rules, changing the page layout to test various features, etc. A software [...]

18 09, 2020

Adding Visualforce Page To Home

2023-04-24T10:41:20+00:00September 18, 2020|Salesforce, Web Development|0 Comments

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| ByWinsurtech

How to add Visualforce page to Home in Salesforce Lightning The home page is the first page that opens when we log in to our salesforce account. Basically, it shows the reports of sales, charts, and other important data. Sometimes, we manipulate these reports or [...]

30 04, 2020

Salesforce Accelerators

2023-04-24T11:44:59+00:00April 30, 2020|Salesforce|0 Comments

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| ByWinsurtech

Salesforce Accelerators are 1-on-1 coaching sessions given by deep knowledge experts. Each Accelerator functions on one particular topic, and length varies from 2-15 hours across multiple weeks. All Accelerators have common elements. 1-on-1 engagement: You as an individual or in a team will directly work [...]

24 04, 2020

Salesforce For Outlook – Installation, Uses, & Limitations

2023-04-24T11:47:31+00:00April 24, 2020|Salesforce|0 Comments

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| ByWinsurtech

Introduction to Salesforce A salesforce is a software for online CRM. The salesforce provides the facilities to manage your company and employee relationship. With the help of Salesforce, you can directly interact with employees and analysis their potential or performance. With its help, You are [...]

9 04, 2020

SalesForce Apex Batch Class

2023-04-24T11:51:43+00:00April 9, 2020|Salesforce|0 Comments

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| ByWinsurtech

Understanding SalesForce Apex Batch Class Salesforce Apex batch is an important concept of batch command processing for complex and long-running processes in an asynchronous manner. The major benefit that we get from the Apex batch class is that we can overcome the SalesForce limitation of [...]

26 03, 2020

Salesforce Service Cloud Introduction

2023-04-25T11:49:19+00:00March 26, 2020|Salesforce|0 Comments

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| ByWinsurtech

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 [...]

12 03, 2020

Salesforce Reports

2023-04-25T11:55:19+00:00March 12, 2020|Salesforce|0 Comments

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| ByWinsurtech

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 [...]

9 03, 2020

Push Data From Mautic To Salesforce

2023-04-25T11:56:28+00:00March 9, 2020|Salesforce|0 Comments

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| ByWinsurtech

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 [...]

26 02, 2020

Salesforce Health Cloud

2020-02-26T07:13:04+00:00February 26, 2020|Salesforce|0 Comments

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| ByWinsurtech

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 [...]

3 02, 2020

Salesforce Partner Community

2020-02-03T05:20:57+00:00February 3, 2020|Salesforce|0 Comments

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| ByWinsurtech

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, [...]

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