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Pre-Chat Form Setup in Salesforce Live Agent

By Urminder Singh   Salesforce Live Agent allows you to connect with customers in real time through a web-based, text-only live chat. To initiate text-only live chat, a pre-chat form is a useful feature. A pre-chat form is used to gather basic information from customers, like name, email, phone number, and reason for contacting the […]

Tips for an Effective Architecture Review Board

Does your Salesforce environment have integrations with other systems in your organization? Do you use custom VisualForce Pages or Lightning Components? How much Apex are you using in Triggers and Classes? Do you have multiple development teams? An Architecture Review Board (ARB) is a great way to ensure that the customizations in your Salesforce organization […]

Analytic ReportChart on a Visualforce Page

By Arvind Thakur Data Visualization helps viewers cut through unnecessary details and present huge volumes of report data in a clear and aesthetically pleasing way. In the Spring ‘14 release, Salesforce provided a way to visualize report data in a precise manner on a Visualforce page, with the introduction of the Analytics:ReportChart tag.  Salesforce Report […]

Salesforce Data Migration Best Practices

By Harshvardhan Rathore “If you don’t have time to do it right, when will you have time to do it over?” – John Wooden When a customer decides to move to a new platform, there is a need to migrate all the functional data from their legacy system. Salesforce.com data migration has its own unique […]

How to Improve Salesforce Application Performance

By Navjeet Shekhawat Sometimes while working on a software application, an end user encounters error messages like: “An internal server error has occurred,” “Read timeout error,” and “Service unavailable.” These are performance problems that impact Customer Experience, brand perception, revenue, and have a huge impact on overall user satisfaction. When it comes to the performance […]

Avoiding a Common Mistake with JavaScript Closures

By Rahul Jain For those of you familiar with JavaScript, you know that a closure is an inner function that has access to the outer (enclosing) function’s variables — scope chain. The closure has 3 scope chains: It has access to its own scope (variables defined between its curly brackets). It has access to the […]

11 Must-Haves for New Salesforce Developers

By Gaurav Gupta When Salesforce launched 15 years ago, we didn’t yet know that it would become one of the world’s most innovative and popular CRM systems. Due to its popularity and demand, many people are aligning their career to Salesforce. There are many resources out there for people who want to break into the […]

How to Create a Custom Required Block for a Visualforce Page

By Barkha Jain   While working on Visualforce (VF) pages, we generally make some fields required on the page using the Apex tag “<Apex:inputField>” as shown below: <apex:inputField value=”{!Account.Name}”  required=”true” /> This works perfectly in most cases and is a great VF attribute. Unfortunately, the validations get fired on those fields with every Ajax call […]

How to Access Large Document in Chunks from SpringCM Using Apex

By Satyanarayan Choudhary SpringCM is a cloud-based enterprise content management system that lets you manage contracts, documents, and all types of content in Salesforce. SpringCM provides access to content for desktop, web, and all mobile platforms. How to use SpringCM for all standard or custom objects We can add SpringCM to any Salesforce standard or […]

Quotes Management in Salesforce

By Aditi Bhardwaj A quote is basically a record showing proposed prices for any product or service. When we add a product into an opportunity, Salesforce will automatically link our quote with the product and allow us to generate and email the quote to the customer. We can have multiple quotes associated with a single […]

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