CPQ

Salesforce CPQ – Creation of Bundles

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

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

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 · 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