REST · Salesforce

Composite Resources in Salesforce

Tired of making multiple REST API calls for a simple task? Then composite resources let you batch up multiple calls in a single call.By using this you can simplify your code, reduce network overhead, and improve your app’s performance. Salesforce provides three composite resources namely composite, batch, tree composite: Executes a series of REST API requests in… Continue reading Composite Resources in Salesforce

Lightning · Salesforce

Drive User Action with Floating Prompts in Lightning Experience

Think of driving employees to complete compliance training, pushing them to fill out a GPTW annual survey or  sending reminders for completing Salesforce certification maintenance exams.  Salesforce Floating prompts can assist you to drive employee actions, broadcast company news, send recurring reminders & more.  Let us look at an illustration for a Floating prompt. Below… Continue reading Drive User Action with Floating Prompts in Lightning Experience

Lightning · Lightning Web Components · Salesforce Releases

Summer’20 Release Treasure Hunt: Top Features

Summer’20 is just around the corner… and with every release Salesforce introduces new features and enhancements made to the platform. Thus enhancing our productivity by using the native declarative and programmatic features. Summer’20 official Release notes are not yet out, below are few features we have identified as few and among the coolest ones! Let’s… Continue reading Summer’20 Release Treasure Hunt: Top Features

Lightning · Outlook

Outlook connection with Salesforce through custom Objects

This blog post helps you to integrate Microsoft Outlook with Salesforce by using Lightning for Outlook sync by OAuth 2.0 connection method and create Custom Objects data from outlook. Set Up Lightning for Outlook in the Microsoft Outlook For setting up of Outlook connection to salesforce, please follow the below blog from points 1-9 to setup… Continue reading Outlook connection with Salesforce through custom Objects

heroku · Java · REST · Salesforce

Archive of Salesforce data

The Salesforce has many regulatory limits and one such is Data Storage. As the CRM ages, it accumulates large amounts of information and many enterprises eventually run into data storage limitations. Purchasing additional Salesforce storage space is not economical when you add the operational burden. To overcome this challenge a comprehensive archiving mechanism is recommended… Continue reading Archive of Salesforce data

Marketing · Marketing cloud · Pardot

Pardot : Understanding Layout Templates

INTRODUCTION A layout template controls the style of various web elements managed within Pardot. They are used for landing pages, forms, and site search results. Layout templates are used to format custom forms and landing pages. In a way, they are reusable blocks of code that give your marketing assets a defined structure and style.… Continue reading Pardot : Understanding Layout Templates

Apex · Lightning · Report

Displaying standard report data in Lightning component

Sometime we might end up the slow performance of showing custom charts by querying the object data- if the data is in millions. The best way to improve the performance is by creating a standard report and getting data of report to apex with ReportManager class. we can also pass the filter values based on… Continue reading Displaying standard report data in Lightning component

Apex · Email Service · Integration · Outlook · Salesforce · Trigger

Send ICS calendar invitations for Outlook meetings

Here we are going to send the meeting invites from salesforce using ICS calendar to our outlook. In general ICS is the  iCalendar/.ics/.ical file and it is used to store the calendar information. Whenever you export anything a outlook, google, etc., calendar  it will automatically save as .ics file. New and updated meetings are sent… Continue reading Send ICS calendar invitations for Outlook meetings

CPQ · Salesforce

Salesforce CPQ

Introduction Configure Price Quote (CPQ) is a powerful ­­­sales tool that enables companies to produce accurate and highly configured sales quotes for customers — especially in complex sales transactions. CPQ software allows for product, pricing, and business rules which are often complex to be centralized, automatic and available in real-time. CPQ, works in real time… Continue reading Salesforce CPQ