How to easily organize and update shipping data, including Postal Codes and the administrative division of the country? Mail order companies, real estate businesses, or mail frequently. They need an up-to-date and accurate database with addresses related to the locality, community, district and province. Based on a solution for one of our clients, we will… Continue reading Postal Codes with Administrative Division with data formatting
We presented how to configure Macros in Salesforce settings in the previous post. Now we are creating Macros for records on the Lead object. To make the work of sellers easier, we will make Macros to create a new Task with one click and log information about contact with a potential customer. In the application… Continue reading Create Macros in Salesforce
Macros in Salesforce are automations that we can use to reduce working time when entering repeating patterns of actions performed while working on records. One click allows you to send an email, log in a conversation, or create a new task for multiple records at once. This article will be dedicated to setting Macros in… Continue reading How to enable Macros in Salesforce?
Previously, we showed how to migrate data using Dataloader IO , in this article we will introduce You to a completely free browser plugin – Salesforce Inspector. Plugin link for Chrome (It is also available for other browsers): https://chrome.google.com/webstore/detail/salesforce-inspector/aodjmnfhjibkcdimpodiifdjnnncaafh It is a very good tool for people managing salesforce organization, but not only. The simplicity… Continue reading Salesforce Inspector – Data migration
Import, export, and data update in Salesforce are very important issues that improve the data migration process. There are plenty of solutions in the market for Salesforce helping to throw large batches of information into the organization at once. One such solution is Dataloader.io allowing you to perform simple and more complex data migration operations… Continue reading Data migration w Dataloader.io
We wrote on our blog about Service Cloud, its possibilities and what it can be used for. Now we will present you what the console looks like with a description of the basic functionalities. In the Service Cloud console, we can distinguish 8 elements that are visible immediately after logging in as a proposed solution… Continue reading Console in Service Cloud
Service Cloud is an app in Salesforce that works perfectly with customer support through quick and easy access by a team of professionals with all the information you need. What do customers pay attention to using the support? Let’s think about it and remember how it happens when it’s us who use the help of… Continue reading Service Cloud- Facilities for customers and support.
In today’s article, we will try to explain the password management process in Salesforce. All information and tools for setting password properties can be found in Setup, by entering Password Policies in the Quick Find box. Now we will describe the individual elements of the password management panel. Password expiration, i.e. the period after which… Continue reading Usefull information about password management in Salesforce
Salesforce is a very secure work environment where everyone only has access to their own data. However, sometimes there is a need to cooperate with teammates, and in this case, the ability to use the Account Team is useful. Account Teams is nothing more than the ability to manage access to Account type records and… Continue reading Account Teams – Share your rekords with teammates
What was once only available in the Classic version is now available in Salesforce Lightning thanks to the Spring’21 Release. It is a Sharing button that allows you to share information with any user in the Salesforce organization. On the example of a record on the Business Opportunity object, on the right side we expand… Continue reading Manual Sharing in Salesforce Lightning