CPQ is one of the most comprehensive business solutions offered by Salesforce with its powerful configuration options across the Configure-Price-Quote cycle. It is an invaluable asset for any company in generating complex quotes for their orders based on the available product catalogue. The quotes generated by this software are automated based on a preprogrammed set… Continue reading Summer’20 CPQ Release Features
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Salesforce CPQ, or Configure, Price, Quote is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately. Salesforce CPQ gives the sales team easy to use software, available on any… Continue reading Salesforce CPQ – Creation of Bundles
Introduction: Imagine you have a customer who is not familiar with Salesforce and there is a need to add/update picklist values along with record types in the system, then you cannot expect him to follow the ideal steps (Setup->Object Manager->) to make the changes. So, this problem can be solved by using Lightning Component with… Continue reading Create/Update Salesforce Picklist definitions using metadata API
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
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
The force.com Platform provides us with features which are out of the box and helps increase productivity! Such is the “Metadata API”. Here, we will see how we can leverage the Metadata API and avoid doing tasks manually thus ultimately saving a lot of time! What is Metadata API? Launched back in the Summer’17 release… Continue reading Increase your Productivity with the Apex Metadata API
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
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
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
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