What is Approval Process in Salesforce

There may be instances when the records entered into an organization’s Salesforce system needs to be approved by the members or administrators. To do so, they must use the Salesforce Approval Process. What is this about and how do the organization’s members utilize this function? This post will shed some light about it. (more…)

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Web to Lead in Salesforce

The company website is an indispensable tool for business growth. It lets people learn about the company. It also helps promote its services and generate more leads and customers in the long run. In this post, you will learn what leads are, their importance, and what the Web to Lead functionality in Salesforce is all about. (more…)

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Using Workflow Automation in Salesforce

The ability to automate business processes is one of the best features of Salesforce. In fact, Salesforce created a feature that can trigger automatic processes based on set rules and criteria. It’s called Workflow Automation, and in this post, you will learn how to use this to simplify processes and achieve business automation.

Workflow automation works on two things – when it has criteria that may cause the rule to fire, and when it has an action that will run once the record already matches the set criteria. (more…)

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Page Layouts and Record Types in Salesforce

Developers of apps and programs in Salesforce need to create a clean-slate layout with appropriate data displayed for the end-user’s convenience. Hence, the page layouts and record types must be clearly defined during the app’s development process. This post will talk about page layouts and record types, and how to use them for the final app’s improvement. (more…)

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How to Use Regex for Validation Rule in Salesforce

In Salesforce, it is imperative that the users within an organization enter and share data that are concise and clear. This ensures that the data shared throughout the organization is uniform and relevant to their goals and objectives. To ensure the integrity and correctness of every data entered into the system, Salesforce has included a feature called Regex. This is useful in validating the entered data. (more…)

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How to Import Accounts or Contacts to Salesforce

Organizations using Salesforce may have to import additional accounts and/or contacts to their respective systems as needed. Luckily, loading these new accounts and contacts to the Salesforce system is possible. A user dubbed as a Salesforce administrator is eligible to import these kinds of data onto the system. The Import Wizard for accounts and contacts can help accomplish this task. (more…)

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How to Generate Reports in Salesforce

No business will run smoothly without a corresponding report on the aspects of the entire business process. Reports give the business owner and the management a clear picture of what is happening to the company and if the goals and objectives set are being met. Reports also reflect their expenditures and profits. Management usually studies the reports generated throughout the years, and checks for trends that may help them adjust their business goals accordingly.

Now, if a certain organization is using Salesforce, they can easily create and obtain the reports they need for their business. Generating various kinds of reports in Salesforce is quick and easy. One can even schedule the process. This post will teach users all about Salesforce Reports. (more…)

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