Apex · Email Service

SENDING REPORTS TO EMAIL AS AN ATTACHMENT

We all know how to create reports and dashboards, but the challenge arises when we need to send reports to email as an excel attachment. Salesforce doesn’t provide us with standard inbuilt functionality to do so. I too faced the same challenge and built a solution for this. We have to follow certain steps to… Continue reading SENDING REPORTS TO EMAIL AS AN ATTACHMENT

Lightning · Salesforce

Configuring Live Agent in Salesforce: Deployment, Chat Buttons in Visualforce

Hello, Trailblazers and Salesforce Enthusiasts!! This blog is about Configuring and deploying Live Agent in Salesforce. You look excited enough!! Let’s get started!! Live Agent in Salesforce: Introduction Live agent lets you create and customize your own chat window. So that all your web-visitors/Customers can get help 24×7 with the help of live agent chat.… Continue reading Configuring Live Agent in Salesforce: Deployment, Chat Buttons in Visualforce

Dreamforce · Salesforce

DREAMFORCE 2018: TOP 5 Sessions You Cannot Afford to Miss if you are in Sales/ops

  1. The Rise of Revenue Ops: How Sales, Marketing and Business Ops Drive Growth Sales, marketing and business ops are coalescing to form the rise of revenue ops. However, the challenge remains: How can these teams integrate to optimize for growth? How do you justify your technology stack? Learn from industry-leading professionals on how… Continue reading DREAMFORCE 2018: TOP 5 Sessions You Cannot Afford to Miss if you are in Sales/ops

Lightning · Salesforce · Web Design

Lightning Reusable Carousel component

Carousels are often thought of as an easy solution to provide better navigation to all the important content/offers on the site. It is used to highlight important information and engage the customers on the go. It is often a hurdle for developers to include a carousel in the code. Here I have written a reusable… Continue reading Lightning Reusable Carousel component

Salesforce

Managing Duplicate Records in Salesforce

Maintaining clean and accurate data is critical in any CRM system. Salesforce provides tools to manage duplicate records in Salesforce.In Salesforce there are Duplicate Rules and Matching Rules to help users prevent or manage duplicate records.Duplicate Rules can be created for Accounts,Contacts,Leads and any Custom Object. User permissions required to create and edit duplicate rules… Continue reading Managing Duplicate Records in Salesforce