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
It is often useful for a user to keep track updates on the case feed this will helps to resolve the cases more efficiently. Salesforce provides “Follow” feature, Using this feature we can track updates to a record, including field changes, posts, tasks, and comments on records. If the user follows a record, he can… Continue reading Generic Lightning Component for Follow/UnFollow Record
Let’s walk in to the world of Marketing Cloud Experience…!! As the world’s most powerful 1-to-1 digital marketing platform, the Salesforce Marketing Cloud helps you in creating personalized, cross-channel customer journeys that deliver exceptional brand experiences. This blog will guide you through the key steps for anyone to begin with exciting features of Marketing cloud. Here… Continue reading Marketing Cloud Getting Started program
Integrating your emails,contacts and calendar with Salesforce is one of the most valuable features you can enable for your users. It will drive adoption and make the platform work for your team. An example of this is the new Google Integration:Lightning for Gmail and Lightning Sync feature that Salesforce Summer ’17 Release offers. Features of Lightning… Continue reading Salesforce Summer ’17 Release : Lightning Sync For Google -Part II
Let us take a look at one of the most awaited and requested feature that Salesforce Summer ’17 Release offers. Google Integration : Lightning for Gmail and Lightning Sync for Google is a brand-new, native integration between Salesforce CRM and Gmail. Sales representatives can save their time by copying emails over, having their contacts and… Continue reading Salesforce Summer ’17 Release : Lightning for Gmail -Part I
Enhanced Email was released in Summer ’16 to open up email features that were previously only available in Email-to-Case (E2C). Release Note Enhanced Email is automatically enabled for most organizations except those that use Email-to-Case. You can check this at Setup-> Enhanced Email Let’s understand basic email-task first. In Salesforce, if you do not have E2C and… Continue reading What is Enhanced Email ?