A Tip A Day #39 – Easily Find Newly Created Fields in Salesforce

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #39 - Easily Find Newly Created Fields Finding the CreatedDate of fields in Lightning Experience is hard work.  The fields list in object manager doesn't have a column for 'Created Date'.  You need to manually click …

Salesforce Configuration and Customization: Comparison

Read the comparison of Salesforce configuration and customization to find a special CRM solution that will be right just for you.

How To Segment Your Audience On Salesforce Marketing Cloud

Learn to Segment Your Audience On Salesforce Marketing Cloud with Data filters, sql queries and other external drag and drop tool.

Salesforce Marketing Cloud Deployment

The topic of deployment in Salesforce Marketing Cloud (SFMC) is interesting because there are no Sandbox instances in Marketing Cloud.  No Dev, QA, Prod instances to think about deployments.  Instead, they got Business Units (BUs).  Don't confuse a BU with a Sandbox.  Business Unit is completely different from a Sandbox.  BU is NOT a Sandbox …

Best Method to Integrate WhatsApp with Salesforce

I was looking at various options available to integrate WhatsApp with Salesforce for one of the requirements in my projects.  In this article, I will be sharing my findings with pros and cons for each method and also the best solution out there in the market. Basically, there are 2 ways to integrate WhatsApp (in …

Salesforce + Communication Platform as a Service = More Efficient

Salesforce as a CRM tool handles all the customer data and the key customer relationship management using a wide range of out of the box features.  But more often than not, the conversations with the customers like closing deals, resolving customer support cases, engaging with the new leads, investor relationships, team collaboration, etc happens outside …

Trailhead – Free Certification Preparation Webinars November 2020!

All webinar attendees will receive a coupon code for a $70 or $100 DISCOUNT. The FREE Salesforce Certification Preparation webinars are back! 

Send and Receive SMS within Salesforce

SMS is a great way for companies to connect to their customers or leads and should be included in all communication strategies be it Sales, Service or Marketing.  SMS has a 100% chance of reaching the customers compared to an email which often has to go through a lot of spam filters before reaching the …

Salesforce + Rebel = Email Future Looks Promising

Salesforce has signed a definitive agreement to acquire Rebel, a startup that develops interactive email services for businesses to enhance their direct marketing services -  recipients of interactive emails can write reviews, shop, do quizzes and take other actions without leaving the messages to do so. Rebel Mail redefines what email can do.  It brings web functionality into …