Email-to-case Best Practices: Case Assignment Rules, Queues & Auto-Replies
Email-to-case is an out of the box Salesforce feature that allows your end customers to send an email to an alias, then have that email turned it to a...
4 Game-Changing Ways to Use Salesforce-Connected Web Forms
As a Salesforce user, you understand the importance of collecting quality data. You know that the data you collect can help you understand and serve your customers and prospects...
Do Surveys with Salesforce: Salesforce Feedback Management vs. Salesforce Surveys
Surveys have always been an important aspect of maintaining a good customer relationship. For a product whose stock symbol is “CRM” (customer relationship management), surveys were a feature that...
How to Deploy Salesforce Record Types Correctly
Salesforce Record Types should be used for records that have the same concept, but the execution and processes of each are be different. When used correctly, you can improve...
Checklist for Debugging Salesforce Deployment Errors
Knowing how to resolve deployment errors is a critical skill for any Salesforce Developer because they are both frequent and time-consuming to debug. Deployment errors are extremely common. When...
Attention Salesforce Admins! Check out this Salesforce Automation Guide
We all know that Salesforce offers different tools for automating business processes. As a flexible and scalable CRM platform, it means that Admins are often given multiple options in...
5 Salesforce Mobile UI Best Practices
Salesforce are on a mission to help companies deliver engaging mobile experiences to their customers and employees by taking steps to make configuring the Salesforce Mobile App fast and...
How to Introduce SMS Into Your Salesforce Processes
If you’ve decided that you want to have your sales team start texting, there are a number of different ways you could get started. As a team of SMS...
iOS 14 Widgets for Salesforce: Supercharge Your Mobile Productivity
Apple’s iOS 14 release will include widgets on your mobile home screen that have been redesigned to feature more information at a glance. The Salesforce mobile development team have...
Salesforce Profiles vs. Roles (Feat. Permission Sets)
Profiles, roles and permission sets work together to determine what Salesforce users can see and do inside Salesforce. I remember security & access was one of the toughest topics...
