What is Entity Process in Salesforce

To understand what an entity process is in Salesforce, you need to understand what an entity is first. This goes back to databases and the different elements that comprise them. We’ll try to go high level on these terms so that you won’t have to wade through a lot of technical jargon. (more…)

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What is a Contact in Salesforce

Salesforce users need insight when they go over their data. They’ll find companies and other business entities, people who are potential sources of business, sales events, sales figures, people on the list with whom your company has not yet made a relationship with, and so on. (more…)

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What is CTI in Salesforce

CTI stands for computer telephony integration. This term is used to describe the tying of computer systems to traditional phone systems. Salesforce supports CTI via Salesforce Call Center. It seamlessly integrates these two technologies.

Developers can use Salesforce’s Open CTI to create these CTI systems. Your staff can access the computer telephony integration features via a soft phone. The softphone provided by this system acts as a tool to control calls. The soft phone will appear in the console’s footer. (more…)

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What is Computer-Telephony Integration (CTI) in Salesforce

Computer Telephony Integration or CTI for short refers to the practice of integrating or connecting your phone system with an existing computer system. Performing this integration will enable your business to perform a wide range tasks that will benefit your services and increase your sales. (more…)

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What is Bucketing in Salesforce

A bucket is a custom category that you define in reporting. Bucketing is a report and documentation feature in Salesforce. This feature allows you, the user, to easily and quickly categorize the records of different reports. This allows you to do just that without having to create a custom field or creating a formula.

Note that when you create a bucket field in Salesforce you are actually defining multiple categories which are also known as buckets. What this does is it puts different report values into separate groups.

This feature is available in different versions of Salesforce. These versions include Salesforce Lighting Experience, Classic, Developer Edition, Unlimited, Performance, and Enterprise. This reporting feature is also available in Legacy Folder Sharing as well as in Enhanced Folder Sharing. (more…)

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What is Best Case Amount in Salesforce

One of the forecast categories in Salesforce is called “Best Case Amount.” It represents one of the best guesses when you are estimating the possible revenue that you can generate for a given period. These periods can be generated as monthly or quarterly time periods. Of course, you can also specify a custom time period if needed. (more…)

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