How & What: Salesforce Duplicate Data Management

Maintaining accurate, clean data is one of the most critical things you can do to get the most out of Salesforce. It builds the trust of your team and helps you work toward complying with various data security and privacy laws. Manage Duplicates Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and...
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How & What: Salesforce Platform Events (Part 2)

In our last blog post, we’ve explained what Platform Events are and how to publish them in Salesforce. In this post, we’ll be talking about Subscribing/Listening to the Platform Events to be notified of the latest news. You can receive event notifications via Apex triggers, process builder, and visual flows. Subscribe with Apex Triggers Apex Triggers receive event notifications from...
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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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Assign different lightning pages to specific profiles/application

Create different lightning pages for each and every object and assign it to the specific profiles/application. This is the step by step guide on creating a new lightning application, new record detail page for any given object and assign it to specific profiles and our own application. 1. Creating a new Lightning Application Click on Setup | App Manager |...
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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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