Episode 3 – Customize the Salesforce User Interface

Howdy Salesforce disciples! It is rightly said that User Interface is like a joke. If you have to explain it then it’s not good enough. This episode will talk about customizing your Salesforce user interface to improve user experience. We will learn about App builder, how to create App and Tabs in Salesforce, Customizing Page … Read more Episode 3 – Customize the Salesforce User Interface

3,130 total views, 6 views today

Episode 4 – Aggregating & Validating Data

Aggregating and validating data is fundamental to every enterprise application and so is true for Salesforce. This episode talks about putting validations within Salesforce to enforce data integrity and aggregating relational records. We will also learn about Formula field in Salesforce, roll up summaries field, validation rules examples and use of Duplicate Rules. Agenda Formula … Read more Episode 4 – Aggregating & Validating Data

2,472 total views, 4 views today

Episode 5 – Automating Business Processes Part – 1

This episode talks about the declarative tools available on Salesforce to automate and orchestrate business processes involving business logic. In this episode we will talk about Automating Processes using Process builder and workflow. In Episode 5, we will cover the following topics What is a Business Process? Automating Processes using Workflow Rule Process Builder Email … Read more Episode 5 – Automating Business Processes Part – 1

2,113 total views, 7 views today

Episode 6 – Automating Business Processes with Flow

This episode talks about the declarative tools available on Salesforce to automate and orchestrate business processes involving business logic. In this session we will learn how to automate business process with flow builder. Agenda What is a Business Process Declarative Tools for Business Process Automation Assignment Rules Flow Builder Q & A What is a … Read more Episode 6 – Automating Business Processes with Flow

2,019 total views, 2 views today

Episode 8 – Managing Data Access in Salesforce

It is said that loose lips sink ships! Hence the security of your business data residing within Salesforce is of essence. This episode talks about the tools and techniques available to enforce data security on Salesforce. In Episode 8, we will cover the following topics Profiles & Permission Sets Enforcing Field Level Security User Management … Read more Episode 8 – Managing Data Access in Salesforce

1,993 total views, no views today

Episode 9 – Who Sees What in Salesforce

It is said that loose lips sink ships! Hence the security of your business data residing within Salesforce is of essence. This episode talks about the tools and techniques available to enforce data security on Salesforce. In Episode 9, we will cover the following topics OWD & Sharing Settings Record Ownership Record Sharing Profiles Vs … Read more Episode 9 – Who Sees What in Salesforce

1,949 total views, no views today

Episode 11 – Data Management in Salesforce

Data is the fundamental constituent of all business applications. A robust data management strategy goes a long way in building trust among users and drives system adoption. This episode talks about the tools and techniques that can be leveraged to manage data effectively within Salesforce. In Episode 11, we will cover the following topics Data … Read more Episode 11 – Data Management in Salesforce

1,678 total views, no views today

Episode 12 – Reports & Dashboards

In God we trust, everyone else brings data to the table! This episode talks about the tools available to effectively report on the data within Salesforce to measure performance in Key Business Areas. In Episode 12, we will cover the following topics Report Types Standard & Custom Report Types Dashboards Q & A Report Types … Read more Episode 12 – Reports & Dashboards

1,783 total views, no views today

Survey in Salesforce

Every business small or big wants to satisfy its customers need since customers are the lifeblood of any business. If you do not know what customers think about your service, you will never be able to give them the best customer experience so any contact with a customer is an opportunity to identify any issues that customers … Read more Survey in Salesforce