Monthly Archives : June 2020

Customization and Branding in Salesforce

On June 23, 2020, Posted by , In Community Cloud,Customization,Salesforce

Branding is a way to inspire the customer, concretize consumer satisfaction, and convey the message clearly. After Salesforce Winter’14 releases any organization that uses Salesforce, can customize the Salesforce login page. What are the Prerequisites? At least one Domain is enabled for your organization. To check this enter Domain Management…

Learn How to Integrate Salesforce and Outlook within Few Simple Steps

On June 19, 2020, Posted by , In Integration

A powerful tool for managing your sales pipeline and keeping track of customer interactions is Salesforce to Office 365 Integration. You can easily access your crucial information from anywhere using the Salesforce Outlook Sync feature. You’ll learn how to use the data in both applications and how to set up…

Build Your Team in Field Service Lightning

On June 15, 2020, Posted by , In Service cloud

Create a Service Territory Service forums help you organize your employees. They usually represent areas where your teams work, such as Los Angeles. They can also be functional areas, such as field sales and field service. So, for example, you can assign a Los Angeles home expert in the Los…

Field Service Lightning in Salesforce

On June 10, 2020, Posted by , In Service cloud

Ever try herding cats? It’s very similar to trying to run a mobile workforce without a field service management system. You’ll find field service management helpful in numerous industries, particularly those that employ mobile workers or contractors. That includes public utilities and transportation, vending machine services, telecommunications, waste management, financial…

Automate Case Management in Salesforce Service Cloud

On June 1, 2020, Posted by , In Service cloud

Suppose there are many cases to solve in an organisation, but priority in some cases are higher on another. Imagine clicking a couple of buttons to make sure the case management procedures just happen. Instead of hoping that someone can forward an important case to the right person (manager) by…