If you’ve read Part 1 of our In-App Guidance series, you’ll be familiar with what in-app guidance is, its use cases, its different types, as well as how to track its performance.
Continue reading “In-App Guidance Part 2: Scheduling & Testing”
Category: Salesforce
Are you ready to migrate to flow?
In the summer of 2020, Salesforce announced that Flow was the future and started putting more resources behind the development of the tool. While they also stopped the future development of other tools. Then, a year later, Salesforce announced its plans to retire Workflow Rules and Process Builder starting in Winter’22 (October 2022).
Maps in Flow
Maps are a fundamental data structure in Apex and other programming languages. They allow us to store a series of key/value pairs, and then efficiently use a key to look up a value from the store. There is no built-in map construct in Flow, but it would be useful if there were. So, I built one!
Product Bundles: A Sprinkle of This and a Dash of That
Regardless of the number of products your company has to offer, generating accurate Quotes is still a big challenge for many organisations, even today. Your sales team quite often has to make sense of your product library and there is a real possibility that they will select products that simply can’t be sold together.
Thankfully, Salesforce CPQ enables you to streamline your sales process and makes it easy for your sales team to select pre-made product bundles.
Continue reading “Product Bundles: A Sprinkle of This and a Dash of That”
In-App Guidance Part 1: An Introduction
What is In-App Guidance?
In-App Guidance is a Salesforce Lightning Experience feature that allows you to add prompts & walkthroughs to your app. These small pop-up windows can contain anything from helpful tips and tricks, video tutorials, links to articles, company news, and more; which can save time, increase productivity and empower users.
5 Exciting New Features in the Winter ’22 Release!
With the Winter ’22 release just days away, we thought we would list some of the new Salesforce features we are most excited to see!
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How Do I Renew an Expiring Salesforce Certificate?
“Error: Certificates in your Salesforce org will expire soon”. Have you received this email and not sure what it means? Likewise, wondering what will happen if you do nothing? Or, have you simply seen it as spam and consequently forgotten about it. Or ignored it for too long and as a result something has stopped working?
Continue reading “How Do I Renew an Expiring Salesforce Certificate?”
Setting up Multiple Currencies in Salesforce
Does your organisation operate in multiple Countries? Do users need to be able to view opportunities and quotes in their local currency?
If you answered yes, then the multiple currency feature in Salesforce might be something you want to look into!
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Improve your data quality by activating the Country/State Picklist
When implementing Salesforce, the Country/State picklist is a feature most people would expect to automatically be configured. However, this is not the case. Salesforce likes to give you the option. So you can switch from a free text field to a standardised list of values. Improve data quality by activating the Country/State picklist. Keep reading to find out how.
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Custom Object Syncing with Pardot
As a B2B marketing platform, Pardot offers out-of-the-box connections to Leads, Contacts, Accounts and Opportunities. But what if you want to reference a Custom Object in your Pardot segmentation? There is a way and I’m here to tell you all about it.
Empower your Pardot Super User
Pardot account management has been gradually moving over to Salesforce. Now, there are specific permissions you can apply to a permission set, so that your Pardot Super User can manage your Pardot account directly in Salesforce. Empower your Pardot Administrator today by unlocking the Marketing Setup area.
Top 5 Salesforce Summer’21 Release Features
With the Salesforce Summer’21 release date just around the corner, we’ve put together some of the main features we are looking forward to seeing.
Continue reading “Top 5 Salesforce Summer’21 Release Features”