How & What: Salesforce Path

One of the main concerns of Salespersons or anyone using Salesforce is not having a complete picture of what stage a lead/opportunity/order/case is in the business process and what needs to be done at different stages to progress it further. A standard page layout doesn’t have the provision to be able to highlight this information in a cleaner way. This...
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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 |...
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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...
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