Salesforce Dynamic Forms – The new page layouts

By Nitin Dangwal / August 18, 2020

Salesforce Dynamic Forms (Non-GA-preview) are from one of the most sought-after features being released by Salesforce, this release (Summer ’20). Dynamic Forms are page layouts with an enhanced feature which will make life easier for most of the admins. We can now manage and show data to end-users in a more user-friendly way, there won’t…

August 18, 2020
Salesforce Dynamic Forms – The new page layouts

Salesforce Dynamic Forms (Non-GA-preview) are from one of the most sought-after features being released by Salesforce, this release (Summer ’20). Dynamic Forms are page layouts with an enhanced feature which will make life easier for most of the admins. We can now manage and show data to end-users in a more user-friendly way, there won’t…


7 Outstanding Ways to Use Salesforce for Customer Retention

By Nitin Dangwal / August 11, 2020

You’ve discovered from your research and studies that salesforce fits your business needs and plans and you’ve decided to adopt it. The CRM platform has drawn visitors to your website, boosted your social media presence, improved your networks and gathered lots of business cards. You’ve amassed data for leads, and consequently, converted leads into customers. …

August 12, 2020
7 Outstanding Ways to Use Salesforce for Customer Retention

You’ve discovered from your research and studies that salesforce fits your business needs and plans and you’ve decided to adopt it. The CRM platform has drawn visitors to your website, boosted your social media presence, improved your networks and gathered lots of business cards. You’ve amassed data for leads, and consequently, converted leads into customers. …


Salesforce Field Service Lightning Applications and Best Practices

By Nitin Dangwal / July 20, 2020

What is Field Service Lightning? Field Service Lightning (FSL) is an extension of the Salesforce customer relationship management (CRM) software, specifically of the Service Cloud section. It allows a business to better track and manages its workforce through improved methods of tracking employees in the field and optimizing mobile platform solutions. It uses the modern…

August 21, 2020
Salesforce Field Service Lightning Applications and Best Practices

What is Field Service Lightning? Field Service Lightning (FSL) is an extension of the Salesforce customer relationship management (CRM) software, specifically of the Service Cloud section. It allows a business to better track and manages its workforce through improved methods of tracking employees in the field and optimizing mobile platform solutions. It uses the modern…


Salesforce-WooCommerce Integration Using ZAPIER

By Nitin Dangwal / July 7, 2020

Introduction The purpose of this integration is to send data from WooCommerce to Salesforce e.g. new/updated customer, payments etc. from WooCommerce to Salesforce and vice versa. Although both WooCommerce and Salesforce provides their APIs so developers can use them for the integration purpose, but we are using Zapier for this integration as it provides inbuilt…

July 9, 2020
Salesforce-WooCommerce Integration Using ZAPIER

Introduction The purpose of this integration is to send data from WooCommerce to Salesforce e.g. new/updated customer, payments etc. from WooCommerce to Salesforce and vice versa. Although both WooCommerce and Salesforce provides their APIs so developers can use them for the integration purpose, but we are using Zapier for this integration as it provides inbuilt…


5 Lead Assignment Rules in Salesforce That Will Help You Grow Sales

By Nitin Dangwal / June 29, 2020

Businesses around the world rely not only on their talented staff and quality services and products but also on software that can help bring them closer to their goals. Salesforce is a popular cloud-based customer relationship management (CRM) software solution. It allows a company to improve its relations with new and existing customers alike through…

June 29, 2020
5 Lead Assignment Rules in Salesforce That Will Help You Grow Sales

Businesses around the world rely not only on their talented staff and quality services and products but also on software that can help bring them closer to their goals. Salesforce is a popular cloud-based customer relationship management (CRM) software solution. It allows a company to improve its relations with new and existing customers alike through…


An overview of what is Account Teams in Salesforce

By Anshul Verma / May 18, 2020

What is Account Team? Account team is one of the key component of Account Management function within CRM. Account team allows users to have access to accounts and to be able to work together on a client/ prospect engagement. Where? Account teams is supported within Enterprise, Performance, Unlimited, and Developer editions and is available within…

August 11, 2020
An overview of what is Account Teams in Salesforce

What is Account Team? Account team is one of the key component of Account Management function within CRM. Account team allows users to have access to accounts and to be able to work together on a client/ prospect engagement. Where? Account teams is supported within Enterprise, Performance, Unlimited, and Developer editions and is available within…


7 reasons you need a Salesforce support and maintenance partner in 2020

By Nitin Dangwal / May 8, 2020

Salesforce is a popular cloud-based customer relationship management (CRM) platform. Its solution provides companies with a way to track customer cases and manage tasks and events. It also provides for the customer a way to view their own cases and to communicate with the company. There are many other features that Salesforce provides and they…

May 9, 2020
7 reasons you need a Salesforce support and maintenance partner in 2020

Salesforce is a popular cloud-based customer relationship management (CRM) platform. Its solution provides companies with a way to track customer cases and manage tasks and events. It also provides for the customer a way to view their own cases and to communicate with the company. There are many other features that Salesforce provides and they…


Best app development platforms in 2020

By Udit Handa / April 10, 2020

An app development software is an application that assists the app development process by offering features such as templates, code-free development, Data synchronization, IDE, API, and Analytic It helps in the quickening development of the application. These tools provide APIs to make the process of integration with backend services simple and easy. It offers a visual development environment and allows the process of developing the software much easier.  Also,…

June 19, 2020
Best app development platforms in 2020

An app development software is an application that assists the app development process by offering features such as templates, code-free development, Data synchronization, IDE, API, and Analytic It helps in the quickening development of the application. These tools provide APIs to make the process of integration with backend services simple and easy. It offers a visual development environment and allows the process of developing the software much easier.  Also,…


Salesforce for non-profits: features, benefits, getting started

By Nitin Dangwal / March 3, 2020

Salesforce is an amazing platform designed to help organize processes in any entity. First and foremost, Salesforce is known as a CRM platform, that is, a customer relationship management platform. Even though nonprofit organizations do not have customers in a conventional sense, Salesforce is still an essential tool that can help manage operations, streamline processes,…

April 28, 2020
Salesforce for non-profits: features, benefits, getting started

Salesforce is an amazing platform designed to help organize processes in any entity. First and foremost, Salesforce is known as a CRM platform, that is, a customer relationship management platform. Even though nonprofit organizations do not have customers in a conventional sense, Salesforce is still an essential tool that can help manage operations, streamline processes,…


Quoting & upsells in CPQ model overview

By Udit Handa / February 21, 2020

A salesman is successful once he can consistently make sales. Getting a customer is the aim of every pitch, call, dress, and move. The better a salesperson becomes, the more accessible and more efficient he is at making potential customers accept products at the quoted price. There is a tendency for salespeople to become too…

April 28, 2020
Quoting & upsells in CPQ model overview

A salesman is successful once he can consistently make sales. Getting a customer is the aim of every pitch, call, dress, and move. The better a salesperson becomes, the more accessible and more efficient he is at making potential customers accept products at the quoted price. There is a tendency for salespeople to become too…