How to configure Live Agent in Communities

Live agent always require a proper configuration as you will be creating skill set, profiles, Configuration and deployment. This article helps you to configure Live agent in communities without any coding using the feature called Snap-ins. Enable Live Agent Live Agent is the Service Cloud feature that allows you to chat with customers directly from your website. From Setup |...
Read More

User is inactive but still appears on forecast information!

Issue : User is deactivated but still appears in forecast result.   Description : Most salesforce sales users have come across this specific issue where their team member is deactivated but their opportunity is appearing in forecast results. In theabove-mentionedd image, the user Benjamin Frank is a sales guy who has more opportunities in pipeline. But the user is deactivated and his opportunities...
Read More

Integrate Salesforce with MS Exchange using Riva

For any Cloud-Based CRM Sync Service for Exchange, Notes, and Google; Riva Cloud is the quickest and easiest way to sync your CRM and email system. Riva Cloud was the first cloud-based CRM sync service to support multiple CRMs. Riva also provides sync features to: increase sales drive CRM value reduce flip-flopping between applications Deliver seamless access to Salesforce contacts, calendars, tasks, opportunities,...
Read More

Microstrategy and Salesforce Integration issues

MicroStrategy is a platform which provides Business Intelligence service, interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution. Integrating Salesforce.com and other applications with MicroStrategy, will turbocharge your operational reporting with advanced analytics and excellent visualization in MicroStrategy. In such an environment, MicroStrategy is able to mix data from Sales, product, operations with financial data...
Read More

(Don’t) Send Emails with Apex!

Just came across a situation where suddenly the client started receiving this error: SINGLE_EMAIL_LIMIT_EXCEEDED I was surprised to see that since I never recommend to send emails using Apex. The limit of 5000 emails per day is too tight. Following aspects should be driving the design: Send emails through workflows/process builders etc. If you have to send emails through Apex:...
Read More