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.
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.
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.
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.
Posted On 30 November 2017 By MicroPyramid
In Salesforce, field update is used to change or update field records. This can be done by a creating field update actions and associating them with workflow rules, approval processes or entitlement processes.
Posted On 29 November 2017 By MicroPyramid
In Salesforce, when you go to the home page of any object, you will get to see a standard view of records in that object. If you want to look at the important and useful records of an object in the form of a list, Custom List views are created.
Posted On 27 November 2017 By MicroPyramid
In many businesses, when customers raise cases, and they are assigned manually to the agents by looking over the case details. But nowadays, cases are automatically escalated to the support agents by providing rule criteria. In Salesforce, we use escalation rules to automatically escalate cases.
Posted On 24 November 2017 By MicroPyramid
Customers in these days expect quick resolutions to their queries. In Salesforce, to resolve queries for the customers in a fast and efficient manner, we have Live Agent. This live agent provides customers the ability to interact with the support agents.