Big Idea or Enduring Question: How do you allow Sales reps an easy to transfer their opportunities to another user? In today’s world, Sales reps switch their job frequently. Transferring their existing or closed deals or leads to another user is time-consuming work. Salesforce provides various ways to change the Ownership of
Tag: salesforce
Clone a Public Group or Queue with Members
Clone a Public Group or Queue with Members in Salesforce using Salesforce Flow
Clone a Chatter Group with Members
Big Idea or Enduring Question: How do you provide a way to clone Chatter group with members to your users? Chatter Group is primarily geared towards boosting collaboration among users within an organization. Similar to a public group, a Chatter group comprises a set of users. Indeed, one can add
New Research: Salesforce Delivery Teams Excel in Speed but at the Expense of Quality
Salesforce is the bridge that connects end-users and developers, including citizen developers, which make up a large portion of Salesforce’s developers. This explosion of Trailblazers have bypassed the challenges of traditional application development and led to the creation of millions of Salesforce applications over the last fifteen years. Naturally, there
Recurring Tasks on a Flexible Schedule in Lightning Experience
You likely have tasks that repeat themselves on a regular basis – monthly reports, weekly team meeting, remembering to call your account team. Instead of creating a new task for each occurrence, give it a recurring due date. When you complete a recurring task, it will automatically reset for the
Two Factor Authentication In Salesforce via Lightning Login
What is Two Factor Authentication ? Once you enable Two Factor Authentication for few web applications like Gmail, Facebook etc. then to access such applications you have to enter your credentials with security code generated by mobile apps or received by SMS. Authentication Process in Salesforce ? Currently we have
Salesforce Flow Game Changer For Salesforce Admins and Developers
Big Idea or Enduring Question: Many of us are unaware of the power of Salesforce Flow (aka Lightning Flow). It allows you to minimize the code used in your organization by using flow. It’s a tool whereby drag and drop you can build an awesome screen without writing a single
Reminder For Chatter Group Pending Membership Requests
Big Idea or Enduring Question: How can you send an automatic email alert to Chatter Group Owners about pending membership requests? In Salesforce, a Chatter Group represents a group of users. It’s a great way to boost collaboration in your organization. You can add unlimited members to a Chatter Group,