Each and every Tuesday is Blog Tip Tuesday! An article will be shared, written by one of our certified experts featuring tips, tricks, tools, and trade secrets. Read more below to gain insight into the digital workflow world.
Blog Tip Tuesday
Recent Posts
Pardot Terms Defined
By: Amanda Zacharias Salesforce and Pardot share data with a fully integrated sync…yet the terms used to talk about that data can be different across the two systems. I’ve compiled a list of terms that have some double meanings and simplified their definitions. And threw in some Pardot terms that aren’t just nice to know […]
Standard Quotes vs. CPQ
By: Nicole Kane The deal cycle is one of the most important parts of Sales. Sales Reps, Sales Managers, Executive Teams, etc. are always looking for ways to improve the sales process. The more efficient the deal cycle is, teams are able to close more deals sooner and begin helping customers in the way […]
What Are Webhooks?
By: Urmila Pawar Webhooks are special triggers that help transfer data from any system. The data can be in any form (json, xml, text, etc). Webhooks are the modern, web-oriented way for servers to receive notifications from other servers. For instance, when an event happens on a server, your own custom application can receive the […]
Salesforce
Pardot Terms Defined
By: Amanda Zacharias Salesforce and Pardot share data with a fully integrated sync…yet the terms used to talk about that data can be different across the two systems. I’ve compiled a list of terms that have some double meanings and simplified their definitions. And threw in some Pardot terms that aren’t just nice to know […]
Standard Quotes vs. CPQ
By: Nicole Kane The deal cycle is one of the most important parts of Sales. Sales Reps, Sales Managers, Executive Teams, etc. are always looking for ways to improve the sales process. The more efficient the deal cycle is, teams are able to close more deals sooner and begin helping customers in the way […]
What Are Webhooks?
By: Urmila Pawar Webhooks are special triggers that help transfer data from any system. The data can be in any form (json, xml, text, etc). Webhooks are the modern, web-oriented way for servers to receive notifications from other servers. For instance, when an event happens on a server, your own custom application can receive the […]
5 Fantastic Flow Features from Salesforce Winter ’22 Release
By: Mehul Tyagi Now that the Salesforce Winter ‘22 release is available we want to share the exciting Flow features that come in this release. (Check out our previous blog for our overview of general Salesforce updates.) This year’s Salesforce Winter release has the largest number of Flow updates since 2019 when Flow got an […]
How Slack Has Changed the Game
By: Marissa Every It’s no secret that companies have been “Slacking” for years, and no I don’t mean slacking in their work efforts, I mean utilizing Slack, a communication and collaboration tool. Slack was designed as a messaging app for businesses to connect people to the information they need. The app has since transformed the […]
Using Sharing Settings in Salesforce
By: Ashwini Yadao Salesforce Administrators must set permissions in Salesforce to control which users can see what records. This is based on object permissions, profile settings, role hierarchy, and shared settings. Salesforce sharing settings can be accessed by going to > Setup > Administration Setup > Sharing Settings. Salesforce provides Organization level sharing settings to set the […]
How to Increase Your Audience Engagement Through Successful Email Structure
By: Nikki DeScenza As a Salesforce implementation partner, we use Pardot as our email marketing platform to engage with our customers, clients, and prospects. Pardot has allowed for easier customization in order to optimize each unique email sent. In order to optimize engagement with your audience through emails, it is important to understand the best […]
Understanding and Using Apex Test Class
By: Urmila Pawar Test Class Basics Writing Unit Tests is an important part of the Salesforce Development Life Cycle. Before deploying the code developed into the production environment, Salesforce requires at least 75% of the code to be covered by our test classes. Salesforce has done this to make sure the code does not break […]
How to Avoid getting ‘Scope-Creeped’ as a Project Manager
By: Sounderya Raghav Let’s address the biggest elephant in any project manager’s room. Yes, you probably have your mind running in the same direction as mine: Scope-Creep. As a project manager, you probably worry about Scope-Creep and its derailing effect on your project. Have a look here on what Scope-creep sounds like. Can we just […]
7 Key Tips Every Organization Should Know Before Implementing Salesforce
By: Cesar Duarte Not long ago, CIO Magazine reported a high failure rate for CRM projects, ranging from 18% to 69%. Those numbers may alarm you, but, no worries, Appluent has you covered! Once companies implement Salesforce as their trusted CRM platform, they quickly learn how to avoid mistakes, and in turn produce more successful […]
How can an Operations department leverage Salesforce?
By: Jaime Brown Salesforce can be very misleading for people who are not familiar. Many assume that because Sales is in the name, the tool must only be for salespeople. In reality, the most successful companies leverage Salesforce across all departments within the company such as Marketing, Sales, Operations and Customer Support. By bringing each […]
Introduction to Apex Triggers
By: Ankita Rustagi Apex trigger is a script that defines functionality and will execute before or after DML operations on a record. DML operations such as: insert, update, delete, undelete of a record. For example, when we want to update a field on a child record upon save of a change on the master record […]
How to Bake a Lightning Component that Reads CSV Files?
By: Tejender Mohan Spoiler Alert! If you are visiting this blog just to get the code to copy-paste, you should go do some more Google searches! In this blog, we will discuss the implementation process and logic to build a lightning component that reads a CSV file and creates/updates records on a custom object based […]
3 things I love… and don’t love about the new drag and drop email builder in Pardot
By: Amanda Zacharias Salesforce recently released a highly anticipated new feature to Pardot – the drag and drop email builder! This new feature is optimized for the lightning version of Pardot. Now, marketing automators across the Salesforce platform can finally utilize this new feature. Here’s my take on what I like – and don’t – […]
Tips and Tricks for Salesforce Lightning
By: Marissa Every Salesforce’s Classic UI will soon be a thing of the past. Companies are quickly adopting and migrating to the Lightning interface. With a new UI, comes a bit of a learning curve for users on how to navigate. I have compiled the top tips and tricks that I have learned through the […]
New Screen Component: Lookup Screen Component in Salesforce Lightning Flow
By: Shashank Parashar Lookup Screen Component in Salesforce Lightning Flow: Salesforce released a new screen component – Lookup. As the name suggests, this new screen component allows users to search for a record in a flow similar to a lookup field in Salesforce. Prior to this function, the only option to select a record in […]
Getting Started with Knowledge Base in Your Org and Why
By: Raisa Gupta Having a knowledge base implemented in your org is the best way to handle simple questions frequently asked by customers. You can save time and energy with a knowledge base by having questions and answers readily available for your customers. It’s easy to create for Org owners and easy to use by […]
Should you move from a Salesforce Administrator to a Salesforce Developer Role?
By: Tejender Mohan Are you a Salesforce Administrator who loves his/her job? When you graduate with a technical degree and work as a Salesforce Admin, you come across forums / blogs / videos or suggestions from colleagues that you should try to move from a Salesforce Administrator role to a Salesforce Developer role for better […]
Boost your Sales with Salesforce CPQ
By: Pratik Pawar In the competitive world, Sales and Operation teams need to be quick enough to present an effective quote to customers. Their primary focus is on customer-facing activities, not spending hours within the system to do operational tasks. Such tasks may stop them from doing their actual work: Identify an exact set of […]
Exploring the Difference Between Aura Component and Lightning Web Components
By: Shashank Parashar Salesforce has been on a fantastic journey with the use of Lightning components. Years ago, Salesforce developers used a unique HTML tag-based, mark-up language, known as VisualForce and used Apex as the controller for logic. In 2014, Salesforce launched the Lightning Component framework, supported by the Aura programming framework, it changed Salesforce […]
A guide to Exposing REST API from Salesforce
By: Urmila Pawar Why do we need to build an API in Salesforce? We customize and automate the functionality within Salesforce. But what if the external system wants to communicate with Salesforce and utilize these functionalities? In order to solve this barrier we create API, so that the external systems can read data from Salesforce, […]
Pardot Social Connectors Saved My Relationship💞
By: Amanda Zacharias Tuesday night at 7:00pm my alarm goes off reminding me to post to my company’s social media account about an update from that day. But I’m sitting on the sidelines of a softball game for my boyfriend and I miss a triple he hit because I was too busy getting the post […]
How much will a Salesforce Implementation cost?
By: Nicole Kane Salesforce is a complex tool that has the capability to be customized in many ways to adopt organizations’ business processes. Because of its complexity, a lot of organizations utilize 3rd party Consultants (such as us Appluent) to stand up and implement the platform for them. As a Sales Professional working with clients […]
A Guide to Avoiding Technical Debt by a Salesforce Consultant
By: David Kyurkchyan So, you’re planning on implementing a new feature for your organization on Salesforce? The good news is that Salesforce provides a multitude of options when it comes to customizing and extending the platform to meet your organization’s needs. However, on the flip side, if you don’t carefully evaluate each of these options […]
Using Salesforce as a Sales Professional
By: Patrick Walker As a sales professional I live and breathe everyday through my CRM system. Regardless of what industry, type of sales or my title within an organization, a good CRM system is necessary. I host my clients contact information, notes on previous conversations and phone calls, contracts and current workloads that I have […]
Basics of Lightning Components
By: Ankita Rustagi As you might already know, the recent big change in Salesforce is the introduction to lightning components. As technology rapidly changes, Salesforce strives to stay ahead and continues to take advantage of cutting edge innovations in web technology. Lightning framework allows you to build responsive applications with a much better user interface […]
Appluent at Your Service – 3 Reasons Why Managed Services is Worth the Investment
By: Marissa Every, Certified Salesforce and Conga Consultant At Appluent, we are here for you, our clients, and our goal is to make your job easier. Through our Managed Services program, we can help you maintain and improve your Salesforce ecosystem. We take a consultative approach and challenge you to think outside the box, offering […]
Rookie’s Guide to Being a Successful Salesforce Consultant
By: Raisa Gupta With every season’s Salesforce release, comes a fresh set of consultants eager to get started. This lot, especially the ones straight out of college, are ready to spread their wings and soar, while still missing a strong professional perspective. We at Appluent, pay a lot of attention to training our team, moulding […]
Why should you use an Implementation Partner?
By: Jaime Brown Companies do a ton of research when it comes to enhancing business processes and finding products to fit their needs. With so many options that exist in today’s marketplace, it can be hard to understand what types of platforms should be implemented for your business. For example, Salesforce can be use to […]
3 things I wish I knew before using Salesforce
3 things I wish I knew before using Salesforce By: Amanda Zacharias What I wish I knew before starting my Salesforce journey:1) I wish I knew that Salesforce was more than a way to store data – provides actionable information for planning and collaboration2) I wish I knew that it can be integrated with just […]
Conga
Tips for Working with Objects in Conga Contracts
By: Ankita Rustagi Simple Description There are different types of agreements like Non-Disclosure Agreement (NDA), Master Service Agreement (MSA) or Statement of Work (SOW), that require frequent editing according to the client requirements. We create records of each statement of agreement in Salesforce and add them to the contract record with the client. We have […]
The Greatest (Document) Generation : A Choose Your Own Adventure Story
By: Chris Coello As the wisest fool Michael Scott once said, “Real Business is done on paper.” While that quote is laughable in the world of Cloud ecosystems, the truth is that we’ve modeled nearly everything we do after the OG, paper. An updated (and less funny) version of the quote would be “Real business […]
Real Life Magic- A CLM Memoir and How Conga Changed the Game
By: Chris Coello As a former SaaS Account Manager, renewals were a big part of my job. I used to live in the“Renewal Contract bottleneck” because we had a broken CLM (Contract Lifecycle Management) system in place. Each contract was manually put together in Word and I spent a lot of time there (not to […]
Appluent
Why use Appluent as an Implementation Partner?
By: Nicole Kane There are many benefits for organizations to utilize a certified Salesforce partner, like Appluent, to implement their new Salesforce platform instead of self-implementing. Here are a few reasons why you should work with Appluent when implementing a new Salesforce platform: #1. Appluent is fluent in the Salesforce language As a certified Salesforce […]
WHY PLEDGE 1%
By: Jared Every An overall desire to give back helps drive us here at Appluent! It is important our team feels like we are not only making an impact in our day-to-day jobs, but also in our local community. This is why we became a part of the Pledge 1% movement. “Pledge 1% is a […]
Sshh!! Appluent’s Happy Customers’ Insider Secret is out: Yes, It’s Our People!!
By: Sounderya Raghav When one of our customers asks us what our foremost strategy of doing business is, our first response is nothing complicated and as simple as: Happy Staff!! At Appluent, we truly believe in creating a culture of happiness, investing in high-performance teams, and believe satisfied employees create satisfied customers. Leaders at Appluent […]
Confident is Key for Women in the Tech Industry
By: Jaime Brown Technology, while constantly trending in the right direction, is still known as a male-dominated industry. This can be intimidating for women and can discourage them from making a career change. (source: https://builtin.com/women-tech/women-in-tech-workplace-statistics) A little over five years ago, I was sitting at my previous job making phone calls, creating quotes, and closing […]
Appluent Encourages Businesses to “Envision More” with Launch of Re-brand
With a surge in remote workforces seen across industries, Appluent has chosen to rebrand as it continues to initiate ongoing innovation for customers through strategic enhancement of digital workflows. PHOENIXVILLE, PA – June 09, 2021 – Since 2013, Greg Brown of Appluent Business Solutions, and his team have been finding ways to improve customer business […]
ISV Apps
FilePulse Has Saved Me Time and Embarrassment
By: Jared Every Are you a Salesforce user? Do you rely heavily on files and attachments for your job? If so, the FilePulse app could change your life! Trust me. At first, I was hesitant to make the switch from my comfortable formula of “update, save, resend.” I was as guilty as anyone, resending the […]
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