Posts Tagged ‘Salesforce CRM’

WeDid: Certification Automation

Challenges: This company is a global education organisation that provides vast learning programs. This customer has been using Salesforce for several years to track student information including student certification details. During the years of using Salesforce, their instance has seen mass customizations over time, mainly due to automating the student certification process. The requirement for…

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TIP OF THE WEEK: Recently Used Template in Salesforce Lightning Email

Are you sick and tired of having to choose required email templates when sending emails from a Salesforce record (e.g, contact) in lightning experience? Well, you can now a peace of mind.   Salesforce Spring ’18 release has introduced a simple enhancement to show a list of “Recently Used Templates” when you click on the “Insert, create…

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TIP OF THE WEEK: APEX Switch Statements

APEX Switch Statements was introduced in the Salesforce Summer 18 release.   What are APEX Switch Statements? Switch Statements are a programming control structure. They can be a substitute when using nested if-else control structures. Until the Summer 18 Release, Salesforce APEX code didn’t have this ability. Did you know that This Salesforce idea has been circling on…

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Salesforce: Lightning Experience Button Converter

Salesforce has introduced a new “Lightning Experience Configuration Converter” tool to help you in migrating your Salesforce instance from Classic to Lightning experience. So what can this tool do for you? Currently, it only supports custom button conversion. This is mainly used to convert javascript buttons to lightning ready components, such as custom action or lightning…

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WeDid: Site Management

Challenges: This company is the supplier of heating systems, DIY products and installation services. Initially, all the data related to the heating systems and their installation sites were managed in completely different systems. This was causing several hiccups such as: The Sales process is not seamless – there is a lack of conversion visibility Duplicates…

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Salesforce: Lightning Component Template for Custom Javascript Button

Lightning Component Template Is the effort of replacing the custom button- especially the javascript button- the reason you are delaying to convert your Salesforce Instance from Classic to Lightning? Most people would recommend going with the basics, which is to use the global action or custom action to create/update records. What happens if you need…

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Boomi Tip: Performing Salesforce Merge – Supersede Value in Master Record

Merge is one of the operations available in the Boomi Salesforce connector. It is very important to understand the behaviours of this particular operation.   Values Supersede in Master Record When performing a record merge in the Salesforce front-end, we have the ability to select which fields from which record are to be superseded. However, this…

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WeDid: Custom Asset Servicing Process

Challenges: This company provides energy storage solutions, devices and maintenance and they are currently looking for a solution that will be able to handle the following: Tracking of installed devices at their end users’ sites. Currently,  all important details including serial numbers, installation locations, installation dates and statuses are being kept in a spreadsheet. Tracking…

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Salesforce Apex: Switch Statements

Were you aware that Salesforce introduced Switch Statement in Summer 18’ release? The Switch statements will enable developers to write APEX code without having to write nested if-else blocks, eventually resulting in a more readable, maintainable code. It supports the following: Long Integer String Enum SObject The SObject type can be directly validated against a…

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WeDid: Custom Bidding Sales Process

Challenges: This company earns their revenues by providing construction materials and services to their partners and builders. This includes: Direct sales where builders approach this company directly for materials and services or Multiple builders approach this company to get quotes for materials and services to be used as part of a project bidding purpose. This can…

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