Have you ever sat wondering if you had followed up with everyone you were supposed to talk to today? Or managed a team and wondered if they we’re following through? These questions plague most sales driven businesses daily, but to Addiction Treatment Centers this could mean that someone’s life is on the line.
Category Archives: salesforce for NonProfit
Gain an edge over the competition by taking advantage of the advancement in technology and changing the way you communicate with your employees & clients. Continue reading
Data loader is a tool provided by the salesforce so that we can perform various functions through it. The functions could be insert, update, delete, export, export all, upsert. This is a migration tool which is used to migrate data more than 50,000 in number, but a drawback of it is that it cannot scheduled.
Thus to overcome this drawback we make use of dataloader through command line interface which is scheduled with task manager.
The most important part of setting up Command Line Data loader is to generate the encrypted password using utility provided by the Data Loader.
C:\Program Files (x86)\salesforce.com\Data Loader\bin
What is REST: –
REST is Representational State Transfer which helps two systems to talk to each other with a common programmatic language. Rest is a successful replacement for HTTP.
Integration in Salesforce can be done in the following steps: –
2) Call out.
3) Web services.
What is an EventBrite?
An EventBrite is an app which syncs event data into salesforce. It is a free app which help the event organizers to import data from their event to the salesforce. Event data is created through ticketing platform is synced to salesforce contact list and promo code can be sent back to the Eventbrite.
Macros are very powerful and interesting component of salesforce. Macros are like set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more. All instructions that we create using macros get execute on a single click. Macros are mostly use with case feed layout basically to update case and to send quick response to user about any update of case raised by that user.
If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.
Here I am presenting easy and simple steps to integrate your Outlook to Salesforce:
Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook.
In this blog I will be sharing salesforce service cloud console- How to Enable Guide .
Salesforce service cloud console console is designed to boost productivity for users in fast-paced environments.
Available in: Performance,Unlimited, and Developer Editions with the Service Cloud
Available in:Performance and Developer Editions with the Sales Cloud
Available in:Enterprise and Unlimited Editions with the Sales Cloud for an additional cost
Salesforce Implementation can be transformational for organization it can change the entire way an organization operates today to how it would work in future.
In my post here today I would try to enlist the major challenges shared by organizations who approached us for Salesforce Implementation , adopt, transform, and make changes, to the Salesforce and we turned them into happy Salesforce Organization.