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

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

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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 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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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 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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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 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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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 career growth and opportunities, but do you really need to do that? Not necessarily. But why not?Salesforce itself has a...

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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 products from a messy product catalogue. Calculate pricing manually as there is no automated way. Add a different level...

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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 programming forever. Lightning Component Framework enhanced Aura...

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