Salesforce Dynamic Forms: Setup, Tips & Limitations In this post, we’ll cover what Salesforce Dynamic Forms are, and how to get started, as well as what is and is not supported. What are Salesforce Dynamic Forms? The premise of Dynamic Forms is to create user-centric, intuitive page layouts that display the right information at the […]
- November 18, 2022
- November 13, 2022
To begin with, let’s understand the concept of a “round robin.” In simple terms, it involves a sequential rotation within a group. In the realm of Salesforce.com, the expression “round robin” is commonly used when distributing Lead records among users. To illustrate, suppose there are five sales representatives handling new Leads, and as an administrator, […]
- November 13, 2022
Get Started with Cloudingo: Enhance Your Salesforce CRM WHAT IS SALESFORCE CLOUDINGO? Salesforce Cloudingo is an intelligent, cloud-based application built to work seamlessly with Salesforce’s CRM platform. It is designed to help businesses enhance their CRM capabilities, making it easier to manage customer relationships, automate sales processes, and ultimately drive revenue growth. With its intuitive […]
- November 8, 2022
Exploring Quip: A Modern Collaborative Tool Quip combines the best elements of Slack and Google Docs, creating a powerful word-processing app with unique features and seamless Salesforce integration. As a Quip user, I can attest to its intuitive interface and user-friendly experience, especially for those familiar with G Suite. Salesforce acquired Quip for $750 million […]