Category: Salesforce

Salesforce
Understanding and Using Apex Test Class
October 12, 2021

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 in any Production situation. So it is our responsibility to verify every possible scenario using test methods. Test Class...

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Salesforce
How to Avoid getting ‘Scope-Creeped’ as a Project Manager
October 5, 2021

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 add a new feature really quick before we go-live?!!!  We are already building so much; another new thing won’t...

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Salesforce
7 Key Tips Every Organization Should Know Before Implementing Salesforce
September 21, 2021

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 projects.    Before starting a Salesforce implementation, take note of these key pieces of information: CRM platforms...

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Salesforce
How can an Operations department leverage Salesforce?
September 14, 2021

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 department on to the platform, it helps close gaps and avoids siloed systems. In today’s blog, I will...

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Salesforce
Introduction to Apex Triggers
August 17, 2021

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 we will write an after update trigger on the master object.  Apex triggers can be executed after a number of different actions have been taken...

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Salesforce
How to Bake a Lightning Component that Reads CSV Files?
August 10, 2021

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 on CSV columns. So Let’s Start Baking our Lightning Cake Component that Reads CSV Files… Building a Lightning component is like...

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Salesforce
3 things I love... and don’t love about the new drag and drop email builder in Pardot
August 3, 2021

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 - about it! Buttons! Buttons! Buttons! As a marketing specialist, I spend a lot of time designing email templates....

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Salesforce
Tips and Tricks for Salesforce Lightning
July 27, 2021

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 years, and also recommend to my clients in order to get the most out of the Lightning experience. Pin List Views Customizable list views are already...

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Salesforce
New Screen Component: Lookup Screen Component in Salesforce Lightning Flow
July 20, 2021

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 the flow was to use the picklist screen component and have each picklist value denote a separate record of an object.  Users...

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Salesforce
Getting Started with Knowledge Base in Your Org and Why
July 6, 2021

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 customers. Having a knowledge base implemented in your org acts like a repository where most customers' questions can be answered quickly....

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