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
For someone who is fond of writing, I was literally out of words when my marketing manager came to me last week and asked me to pen down my thoughts on ABSYZ becoming a Platinum Partner. It was not a writer’s block. In fact it was quite the opposite. And with Dreamforce just around the… Continue reading Thank you for helping us become Platinum
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
In this blog, I am going to take you through the process of how to schedule a report from apex class. While I was working on my last project I came across a scenario where I need to schedule a report from the apex. This blog takes you through the simplest way possible to achieve… Continue reading How to schedule a report from an apex class
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
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
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
Let suppose when the Intent creation is ready, you want the custom data as a reply in Google assistant, we overwrite the intent from Apex call. You can add a custom response from Salesforce to Google assistant. We fetch the record names from the Salesforce org and overwrite the response in the intent. Access token to… Continue reading Google Assistant Integration with Salesforce – Part 2
“Aloha Trailblazers Ohana” We bring you back the Part II highlights of Winter’19 Release!! Let’s learn new and blaze our trail!! Don’t miss out to read the part I highlights to stay updated about the new features!! Part I Highlights Lightning Communities: Content Management, Flows for Guest Users, and Filtered Search Results 1. Upgrade to Latest… Continue reading Highlights of Winter’19 Release Notes: Part II
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