Managing Duplicate Records in Salesforce

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By Rohit Sharma and Nishant Bansal While working on a recent project in Salesforce, we needed to detect potential duplicates when records are added in the system via integrations — when accounts, contacts and leads are created from third party integration, data loader or soap API. During our findings, we discovered a new feature added… Read More

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Territory Management and Territory Management Rules Limitations

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By Priyanka Kumar Territory Management grants the users access to accounts, cases, and opportunities which are assigned to the territories. First, a territory hierarchy is created, and then users and accounts are assigned to those territories, as seen here: In this territory hierarchy, these all are sales territories. The users assigned to US Sales can… Read More

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The Business Analyst’s Role in Agile

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By Neerav Patel Agile software development is a framework that provides development methods based on iterative and incremental development — where the requirements and solutions evolve through collaboration between self-organizing, cross-functional teams. The Business Analyst (BA) is key to keeping communication open and effective amongst those teams, and with key business stakeholders. Who is the… Read More

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Chrome Extensions Every Salesforce Developer Should Have

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By Durgesh Dhoot When I started my development career I usually preferred Firefox over Chrome. But as time passed, Chrome become more developer-friendly and I started loving it. This blog is going to cover many of the Chrome extensions which can help developers in our day-to-day Salesforce development and make our lives much easier. Initially,… Read More

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Dynamic Approval Routing in Salesforce

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By Bartee Natarajan An approval process is used in Salesforce to initiate one or more collaborative business processes on a Salesforce record. It is very handy to choreograph the transition of the record between various stages, with specific individuals initiating the transition. An example of a standard approval process is an Opportunity that goes from… Read More

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Tips for Enabling Salesforce Live Agent

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By Urminder Singh Salesforce Live Agent allows your organization to connect with your customers or visitors to your website in real time through a web-based, text-only live chat. Now you can deliver answers faster and say an actual “hello” to your future customers. A cleaner, consolidated view is also possible in just a few clicks,… Read More

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How to Save Dashboard Space in Analytics Cloud

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By Surbhi Jain Salesforce’s Analytics Cloud — better known as Wave — was released at Dreamforce in 2014. Since then, many sales teams have found it to be a great way to unlock useful data. But making sure sales professionals get great-looking dashboards requires some technical know-how. It's common that a sales rep would want… Read More

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Best Practices for Using Medallia Survey Questions

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By Elliott Johnson Intent doesn’t always equal impact. The space between what we ask in a survey and what we expect to receive leaves quite a bit of room for interpretation. For example, everyone’s perception of time — especially when it entails waiting — is different. When surveying customers, it’s best to avoid time-related questions,… Read More

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11 Integration Tips to Hit Your Cornerstone OnDemand Go-Live Date

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by Kevin Churbuck Having had the benefit of being both an Implementation Consultant and an Integration Consultant for Cornerstone OnDemand clients, I know the ins and outs of successful and not-so-successful implementations. The deciding factor in meeting your desired go-live date — aside from setting a realistic date — is the execution of your Integration… Read More

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How to Create a Multi-Sheet Excel Workbook from Apex

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By Neeraj Gupta and Rohit Sharma We often need to generate reports in Salesforce — sometimes for a single object, sometimes for 2 or more objects. Some organizations needs data analysis calculated using different objects in the same document, separately, along with charts. Of course, the most common way to do this is in using… Read More

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