Categories: Salesforce Tools

Top 3 Salesforce Trigger Best Practices

Posted by Amanda McDonnald on Posted in Salesforce Tools
It comes naturally that a Salesforce developer realizes that the initial apex trigger is limited or too small. This is especially true when your company growth demands new and varied needs. It is at this point that the trigger coding can become too complicated to handle and this will definitely need to be sorted out…

The Functionality of Email to Case in Salesforce

Posted by Amanda McDonnald on Posted in Salesforce Tools
If you are searching for a service that will help you to better respond to your customers’ concerns and inquiries then Email to Case Salesforce may just be the solution you’re looking for. This particular service is designed to help companies correspond with their customers via email, and efficiently resolve any concerns that they might…

The Benefits of Using Salesforce Trigger Examples

Posted by Amanda McDonnald on Posted in Salesforce Tools
A trigger is simply a piece of code that enables you to carry out custom actions before or after certain events to records in Salesforce like insertion, updates, or even deletions. Similar to how database systems support triggers, Apex triggers usually provide trigger support for managing your records. Typically, one makes use of triggers to…

Streamlining Communication Channels with Salesforce CTI Integration

Posted by Amanda McDonnald on Posted in Salesforce Tools
Computer telephony integration (CTI) is used in describing computerized services of call centers. Computer telephony or CTI is the use of computers to manage phone calls. Sometimes, it is also used to describe your ability to use personal computer to manage and initiate phone calls. In such case, you can consider your computer as your…

What You Need to Know About Creating Email Templates in Salesforce

Posted by Amanda McDonnald on Posted in Salesforce Tools
Salesforce’s CRM permits the user to keep a track of all the conversations contacts and all other related information which are associated with the business accounts. This can be done by creating email templates in Salesforce, which allows the user to reach his or her customers more quickly.   But, to generate the HTML templates,…

How to Create Dashboards in Salesforce and Ways to Integrate Apex Into Devices

Posted by Amanda McDonnald on Posted in Salesforce Tools
Learning how to create dashboards in Salesforce can be challenging if you do not follow the right procedure. Nonetheless, with the right procedure, you can create the dashboard without much challenge. Creating a dashboard is one of the Salesforce Basics. You can get the Salesforce tips and tricks in any of the tutorials online. When…

How to Use Salesforce Email to Case

Posted by Amanda McDonnald on Posted in Salesforce Tools, SalesForce Tutorials
How can Salesforce Email to Case benefit you? Before touching on the advantages of Salesforce email to case, the most important thing to know is what is Salesforce? Salesforce is a worldwide industry leader whose management software is design specifically to increase integration, simplicity, visibility and efficiency in your business.   If you want to…

The Advantages of Learning How to Create an Email Template in Salesforce

Posted by Amanda McDonnald on Posted in Salesforce Tools
Salesforce usually allows the creation of automatic email templates with varying levels of customization. Basically, this is often determined by the type of account as well as the task that will be involved creating it.   Tips on How to Create an Email Template in Salesforce #1: Signing into your Salesforce Account: Once you sign…

My Top Salesforce Articles of the Week – Getting Ready for Dreamforce!

Posted by Amanda McDonnald on Posted in SalesForce Information and Resources, Salesforce Tools, SalesForce Tutorials
Focusing a bit less on the technical side this time, my “best of” list contains all sorts of stuff from all around the Salesforce world- and as Dreamforce 15′ is almost upon us, I just had to include a couple of articles about what’s in store for us in San Francisco. 1. Salesforce Makes Strides…

The Benefits of Mailing Technology Using Mass Emails In Salesforce

Posted by Amanda McDonnald on Posted in Salesforce Tools
After adopting Salesforce CRM for your business, you have taken the brave path to data management success. The next steps are customization and streamlining data collection. Once you have all these in place, the next challenge is to send your mails to the different stakeholders informing them about your program. Sending mass emails in Salesforce…