Posts Tagged ‘Salesforce CRM’

BOOMI: CROSS REFERENCE TABLE LOOKUP VIA WILDCARD USE CASE

If you haven’t, you should read our Boomi’s cross-reference table lookup component blog. It talks all about support using a regular expression as a matching rule and how flexible it is to have this feature. Note: The matching rule supports regular expression as well.     Although it may be much simpler than using the regular expression, it…

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TIP OF THE WEEK: Clone a Sandbox

Salesforce now offers the ability to clone an existing sandbox. When cloning a sandbox, the existing data and metadata that you have in the current sandbox will be copied to a new sandbox. Below are scenarios where you may need to clone a Sandbox: When you require the same data and configuration for a different environment…

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Salesforce: What is Multi-currency?

Salesforce Multi-Currency feature is useful for an international organization where different currencies can be made available in one single organisation. Note: Once this is enabled, it cannot be turned off   Below is an example of how WDCi as a company uses multi-currency: WDCi HQ in Australia uses AUD WDCi Branch in Malaysia uses MYR   So how does…

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Coming Soon…Exciting New Salesforce Service Cloud Features

There’s a lot of exciting changes coming in the Spring ’18 Release of SF Service Cloud.  If you’re using Service Cloud, make sure you take some time to familiarise yourself with the new features coming soon, such as: Knowledge article can be embedded into a Case email (a feature available in Classic that’s now available…

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WeDid: Booker Appointment and Twilio SMS Integration

Challenges   The Customer tracks their clinic appointments via the Booker application and wants to send confirmation via SMS to clients who’ve made appointments with their respective clinic. Their clients are given the opportunity to confirm/cancel appointments through the SMS they receive. Twilio is the engine that is used to send outbound SMS and capture…

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Exciting New Product – Conga Sign

Introducing…Conga Sign Conga have introduced a new product called “Conga Sign”.  It’s a great new product that suits B2C businesses looking for an e-signature solution.   You can: Create the document on the fly (without a template) Set up templates with e-signature tags Use Conga Sign as a stand-alone product without any other Conga products…

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TIP OF THE WEEK: Visualising Salesforce data with Lucidchart

Lucidchart has teamed up with Quip so that visuals can be created in real time using Salesforce data.   Using Lucidchart’s conditional formatting, you can highlight relevant fields. For example, consider these options: Showing your Sales Pipeline with Opportunity Stages Create a Contact Hierarchy for the Account to demonstrate the various contact relationships What a great…

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Jaycar Electronics Group delivers a personalised customer experience across multiple business units with Salesforce

  “Our customers are individuals and have their own fields of interests which they are passionate about.  Salesforce is enabling us to bring a greater personal touch to the relationship we have with them.  We are looking forward to extending this capability so that we can bring even more benefits to our customers.” – Dave Burns,…

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Salesforce Sales Cloud – Get ready for the Spring ’18 Release

Are you ready for the Salesforce Spring 18 release? We sure know we are! Make sure you familiarise yourself with the exciting new features available in the Sales Cloud.   A few highlights Related List Quick Links on Records: Displays related lists without having to scroll Action a record on the related list directly Accounts:  Matched…

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TIP OF THE WEEK: Salesforce Bulk Uploading Email Signatures

Are you having trouble setting up email signatures for a never-ending list of users? You’re in luck! Salesforce now allows you to mass/bulk import email signatures for that never-ending list of users.   Follow these 4 easy steps Prepare a CSV file with a column containing email signatures in HTML format Download & install Apex…

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