Category Archives: salesforce Tips & Tricks

Visual Flows In Salesforce

visual flow salesforce

Visual Flows in Salesforce

Hearing the word  visual flow in salesforce we start thinking about the workflow i.e. defining criteria and firing action. So the question arise that weather flow is the amplified version of workflow or not?

So the answer is a big no, flow is completely different form the workflow. Workflow let you automate your process letting you select the objects, defining the criteria and based on that criteria firing the immediate or a time dependent actions but this is not the case with the visual flows, visual flow salesforce structure a collaboration between you and Salesforce. They were created to be interactive and perform best in situations where system and user have something to contribute.

Continue reading

Posted in force.com app development, Force.com Offshore, Salesforce, salesforce certified developer, salesforce community implementation, salesforce consultant, salesforce development, salesforce Tips & Tricks, Visualforce. Tagged with , , .

AngularJS with Bootstrap for Salesforce1 Mobile App Development

AngularJS is a very popular JavaScript user interface (UI) libraries. It is used for data binding based on MVC pattern. If you need some CSS magic then I recommend using Bootstrap mobile app, a very popular CSS library.salesforce 1 mobile app development

Let’s go through the set of steps with sample code for the implementation of AngularJS with Bootstrap mobile app on a Visualforce page. Continue reading

Posted in apex develeopment, Apex Development, HTML/CSS, Learn Salesforce, salesforce administrator, salesforce certified, salesforce consultant, salesforce development, salesforce Tips & Tricks, Salesforce1 Mobile app development, UI, UX, Visualforce.

Seven Reasons That Make Salesforce.com the #1 CRM Application

1. Easy to use and User-Friendly Interface

Salesforce CRM is easy to use because it’s a cloud based technology and it can be accessed from multiple kind of devices like Mobile phones, Tablets, PCs via browser. You can install the Salesforce1 app in your Android based phone/ Tablets or iPhone, iPad etc. for easy access. It has a user friendly interface to navigate b/w tabs.

2. Easy to setup and Easy to integrate with multiple kind of systems.

If you are using any other system before salesforce, you can easily import your existing data into salesforce or integrate your old system with salesforce to sync the old data.
Continue reading

Posted in Learn Salesforce, Salesforce, salesforce administrator, salesforce certified, Salesforce Challenges, salesforce development, salesforce integration, salesforce Tips & Tricks, Salesforce.com.

Google Campaign Keywords Data in Salesforce

Google AdWords provides you with a unique ID, called a “GCLID,” for every click that comes to your website from an AdWords ad. By querying you’ll be able to see which keywords (Search String) are contributing not just to new lead submissions, but, more importantly, to actual sales.

How to Retrieve Keywords

Step 1:

You need to have an AdWords manager account to apply for access to the API. If you don’t already have a manager account, you will need to create one. Continue reading

Posted in Apex Development, force.com app development, Force.com Offshore, Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, Salesforce cloud Implementation, salesforce connectors, salesforce consultant, salesforce customization, salesforce development, salesforce Tips & Tricks, Salesforce.com. Tagged with , .

Introduction to Single Sign on Salesforce

Single Sign On Salesforce (SSO) is a facility for all users by which they can manage their all accounts using one login they no need to do manage more accounts (User Id and Passwords). In Single Sign on Salesforceuser gain access in multiple sites using just single log in. Salesforce Single Sign On (SSO) is independent software system.

Single Sign on Salesforce

Continue reading

Posted in Agile, AGILE Tools, apex develeopment, force.com app development, HTML/CSS, JIRA, Salesforce, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce connectors, salesforce consultant, salesforce Tips & Tricks, Salesforce.com, sfdc, Team Collaboration, think build transform.

Salesforce For Outlook Integration Guide

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.

Salesforce for Outlook guide

Salesforce Outlook Integration by Mirketa

Continue reading

Posted in Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce connectors, salesforce customization, salesforce for NonProfit, Salesforce Support Packages, salesforce Tips & Tricks.

Salesforce Service Cloud Console- Enable Guide

In this blog I will be sharing salesforce service cloud console- How to Enable Guide .

Salesforce service cloud 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 Continue reading

Posted in Apex Development, force.com app development, Learn Salesforce, salesforce consultant, salesforce Tips & Tricks, Salesforce.com.

Salesforce Implementation – Top 5 Challenges

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.

challenges faced in salesforce project

Continue reading

Posted in Apex Development, process engineering, Salesforce Challenges, salesforce community implementation, salesforce development, salesforce integration, salesforce Tips & Tricks.

Salesforce Integration with SurveyGizmo

Survey tools provide easy and cost effective ways of collecting information from a large number of individuals. Instead of collecting data on a Salesforce portal, you can integrate your survey tool with Salesforce and insert data onto a custom or standard Salesforce object.

In this article I will give you pointers on how to insert data from SurveyGizmo integrations (www.surveygizmo.com) into salesforce objects. Obviously you can do the same with other survey tools too (as long as APIs are exposed). Continue reading

Posted in Salesforce, Salesforce Challenges, salesforce integration, salesforce Tips & Tricks.