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How to set up Email-to-Case and On-Demand Email-to-Case

Posted On 19 February 2018 By MicroPyramid

In any Organization, Support is important to enhance good relationship with their customers. In Salesforce, whenever a customer mails any need of support or interaction with the organization, then the mail is automatically converted into case and assigned to the certain user based on the subject and information available in that mail. In this, we will look into Email-to-Case and On-Demand Email-to-Case.

How to create reminder or automatic reminder in salesforce

Posted On 16 February 2018 By MicroPyramid

In salesforce organization, when you have to work on lot of leads and each lead will be at different stage. To make it easier to manage all those leads you should automate your business process, you can do it by creating reminders such that you won't miss anything on anyone.

How to share data between two Salesforce organizations using Salesforce to Salesforce connection

Posted On 10 February 2018 By MicroPyramid

Customers have their own organizations in a shared platform. Sometimes, one organization may require to fetch data from the other one. To share data between two organizations, there are some methods in salesforce, one of them is establishing Salesforce to Salesforce connection in both organizations.

How to use list methods in salesforce

Posted On 01 February 2018 By MicroPyramid

Apex provides collections such as List, Set, Map. These are similar to arrays, but these collections have advanced features and easier methods than an array. We will see about List, which is used widely in salesforce.

Packages in salesforce

Posted On 29 January 2018 By MicroPyramid

In the salesforce organization, when you are building a component or application, it's important to know how the component or application should be distributed to other organizations or customers. So for this, we have packages in salesforce in which developed components and applications can be combined and distributed to other salesforce organizations. In this, we have defined different types of packages and their usage.

Approval process in Salesforce

Posted On 27 January 2018 By MicroPyramid

As we know there will be role hierarchy in many organizations and permissions are assigned according to their roles. So, When a record or data is updated or inserted then automatically it should be approved by some assigned user. To do this In salesforce, we use Approval process method to automate the functionality.

How to set up outbound messaging in salesforce

Posted On 10 January 2018 By MicroPyramid

When you want to send information from Salesforce organization to any third party external service, Outbound messaging is used in Salesforce. It is a part of workflow rule, like whenever an action is triggered and an Outbound message is defined for that particular action, then the information will be delivered to external service as specified.

How to use Data loader in Salesforce

Posted On 29 December 2017 By MicroPyramid

In any business importing and exporting of data is very important. Only to some extent, we can enter the data manually in the fields of any organization, So when there is a requirement for bulk upload of data, there are many tools available. In Salesforce, we use Data loader to export or import bulk data into the organization.

How to create Master-detail relationship in Salesforce?

Posted On 22 December 2017 By MicroPyramid

In Salesforce, relationships are used to create a link between objects. Whenever user clicks on particular object they can view its data and related data of that object. There are many relationships in salesforce, one among them is Master(parent)-detail(child) relationship.

How to send email to a public group in Salesforce

Posted On 18 December 2017 By MicroPyramid

In Salesforce it is quite difficult to send email to users individually when there are many. So, upon creating public groups with required users working on a particular project or something else. We can send emails to required particular users using public groups.

How to set up Email-to-Case and On-Demand Email-to-Case

In Salesforce, one can efficiently resolve customer inquiries via email. Salesforce automatically creates a case when an email is sent to one of your salesforce organizations. Customer responses regarding a case are automatically associated with original case, including the attachments customer sends. We can set up Email-to-Case or On-Demand Email-to-Case ...

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