Salesforce Marketing Cloud Implementation Guide

Salesforce Marketing Cloud is the world’s most influential digital marketing platform, allowing you to plan, personalize, and optimize 1:1 customer journeys. It enables you to communicate with customers through various ways, including Journey Management, Email, Mobile, Social, Ads, Network, Predictive Intelligence, Content & Messaging, and Customer Data platforms.

It is the best resolution for your organization because it allows you to reach out to your consumers with the right offer at the right time and in the right place.

Salesforce marketing cloud services include a solution for every marketing channel you use to communicate with your prospects and clients. The utter volume of options available to you can often be overwhelming, leaving you unsure where to begin.

In this Marketing Cloud Implementation Guide, we’ll look at:

1. Who is responsible for what?

Please make the following people aware of their roles, depending on the size of your company:

Marketers: These are platform users who will create campaigns, marketing strategies and manage prospects engagement using Marketing Cloud’s various apps (Journey builder, automation tools, contact builder, email studio, etc.)

Webmaster: The webmaster will be responsible for implementing the platform’s various apps (Journey builder, automation tools, contact builder, email studio, etc.)

Because the purpose of the Marketing Cloud Implementation is to convert prospects into qualified leads, addressing marketing strategy, and construct journeys to boost efficiency.

Management: It’s good to keep control informed about the cloud implementation because they could wish to produce reports and dashboards to track the platform’s metrics changes.

2. Account configuration Business Units Roles:

Retailing Cloud uses a graded administration organization called Business Units to govern access to information and information exchange.

SAP / Private IP: The Send Authentication Package (CAP) was created to improve deliverability and reputation while sending emails. Its services are the private area, dedicated IP, RMM (Reply Mail Management), and account branding tool.

Reply Mail Management is a solution that automates auto-responder (OOO) responses and unsubscribes requests. One must configure the reply emails to be sent to the Reply-To address that will act on messages.

Send Management: One can save time and effort by using this option. It allows you to build a send classification in a central location for email jobs that can be reused for many emails send definitions by combining these parameters: Sender profile, CAN-SPAM priority, and Delivery Profile.

File Transfer Locations: Each implementation is assigned one Enhanced FTP, a safe and versatile file transfer protocol. It must be configured for you to be able to import and export files, as well as run reports on your computer.

3. Data Management

Data management: It is critical for a variety of reasons. Data is gathered from various sources, including CRM, websites, apps, and file import. To accommodate these multiple data segmentation demands, the following data management features are available.

Lists: The Marketing Cloud Email Application’s default method of storing data in an index. It only necessitates a minimal amount of setting and setup. Emails are sent to your subscribers using lists. When you join a new subscriber to your list, they will automatically be added to All Subscribers (Master database for your account).

Data Extension: Because lists have limits and can only be used to add subscribers, data extension addresses this by allowing you to construct custom databases for your subscribers as well as any other form of data.

Product Catalogue, Activities Tracked, business, store information, Warehouse, and Product SKUs are a few examples. Make a sendable data extension related to All Subscribers when creating a data extension to store subscribers.

Contact Builder: It is a fantastic program that comes with various tools that provide you access to your account’s contact data. The contact builder allows you to manage and link data from external sources. It also gives you a unified view of your customer’s interactions with your company.

This can help you better recognize your client’s behaviour and wants, allowing you to improve and personalize customer encounters depending on the data you’ve gathered.

4. Creating Templates, Forms, Landing Pages, and Microsites

One has two options for creating an email, a form, or a landing page:
Use Marketing Cloud’s tools or paste HTML code. If you want to alter the code or use the AMP script in either scenario, you may need IT assistance. This can help you boost engagement by allowing you to use advanced personalization and dynamic content.

You’ll also need the assistance of a webmaster to embed the Web Collect (form) code into your webpage. Cloud implementation capabilities can automate repetitive processes (such as emails, social media, and other website actions) to make your marketing team’s job easier. It will allow them to be more productive and concentrate on the essential things.

Playbooks:

This is a three-part Welcome series program that your new subscribers signed up for. The first email will be sent, followed by the second and third emails, sent to the subscriber when a certain amount of time has passed.

Create three email messages, a subscriber list or data extension as a subscriber source, and an attribute or field that contains the date indicating when the subscriber enrolled in the list or data extension to run this program.

During the customer lifecycle, the Welcome series playbook has the highest open and click-through rates. It would help if you made a lasting impression on your customer so that they will want to come back for more.

Automation Studio:
Using this drag-and-drop interface, you may automate various tasks by creating a workflow and setting a timetable. You can create a workflow to unzip a file, transfer tracking data, or filter data to deliver targeted and relevant messages, for example.

Conclusion:

Salesforce Marketing Cloud is a dynamic environment. You (and your team) will be familiar with the basic features once you’ve successfully implemented the Marketing Cloud as your primary marketing tool.

The platform’s advanced capabilities so that you can stay current with marketing developments. Thankfully, unravelling the Salesforce Marketing Cloud (SFMC) deployment strategy is as simple as wearing a ball of yarn once you have the starting point.

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What Is Salesforce Integration?

Salesforce has been helping organizations in handling their customer databases for over two decades. It provides users with the right mix of process automation and personalization to tailor their services based on the specific requirements of the clients.

However, if you are willing to extend the functionalities of the CRM giant and merge it with another suitable platform, you can do so with the help of Salesforce integration.

What Is Salesforce Integration?

Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide users with a single unified experience. It allows you to provide your team with an ideal mix of features pertaining to both platforms.

Salesforce users often face the issue of reconciling data between two platforms and switching between them while performing specific activities. Salesforce integration relieves them from this problem and provides them with a centralized platform to work on.

For example, Salesforce PayPal integration would allow you to use your Salesforce org as a payment gateway. Similarly, Salesforce Twilio integration would streamline your communication processes with your clients.

Salesforce Integration Processes

There are two major approaches to carry out the process of Salesforce integration – App-based and code-based.

App-based Salesforce Integration

As the name suggests, app-based Salesforce integration is carried out using dedicated applications. These apps allow users to integrate the data between two apps and develop a unified platform with a few simple clicks.

In order to integrate your Salesforce CRM with suitable applications, you would need a robust and smooth integration platform that facilitates the seamless transfer of data between the two applications.

Some popular third-party apps that facilitate effective Salesforce integration include Zapier and Jitterbit among others.

Code-based Salesforce Integration

Apart from using dedicated applications, Salesforce integration can also be carried out with the help of a programming language. The use of Apex is the most common example of code-based Salesforce integration. It is a proprietary programming language having a syntax that is similar to Java. 

Some of the core benefits of carrying out code-based Salesforce integration using Apex include:

  • Built-in support for Salesforce Lightning Platform
  • Simple to use and easy to understand language
  • Suited for different API versions
  • The programming language can be hosted on the Lightning Platform and entirely controlled by the same

Different Ways To Integrate Salesforce

Salesforce integration can be carried out for different layers within your CRM platforms, such as data, user interface, and business logic.

Business Logic Integration

Business logic integration involves using Apex Web Services for Inbound and Apex Callouts for Outbound for handling business logic across different applications and accomplishing end-to-end business processes.

User Interface Integration

This integration revolves around permitting users to enter different applications from a single unified platform. The approach here is similar to that of Facebook, where multiple application vendors can post content on a single platform.

Data Integration

With data integration, you can use REST or SOAP APIs for allowing a centralized application in your organization to act as the key source of a specific business object. Such integration does not require any coding and cannot be used for implementing any custom logic.

Salesforce Integration Checklist

Before you go ahead with Salesforce integration, make sure you adhere to this checklist to ensure a smooth and effective integration process:

Extensive Planning

The most important aspect of Salesforce integration is developing an extensive implementation plan. Just like any other project, the integration process requires you to create a project timeline and clearly define the objectives you are willing to achieve.

Make sure you list down all the technical requirements for the integration along with the key goals to be achieved. Have a clear mission and vision before you start with the implementation. Make sure you identify the owner and data involved in the integrated application to be created. Also, make sure you have a complete understanding of integration standards and practices while charting out the plan.

Understanding Both The Applications

It is important for a developer to understand both the applications that they are willing to integrate, one of them being a Salesforce app. In order to be well-versed with the apps, it is advisable to spend more time preparing the data required for integration. This would help the developer in understanding the dependency of both the applications with each other. 

It is also important to ensure that both applications have the same data architecture to undertake smooth and seamless integration. Lastly, it is important to make sure that APIs are enabled on both the applications and focus on API limits before going ahead with the integration process.

Understanding The Processes Involved

Along with the applications to be integrated, it is important to be well-versed with the processes you need to carry out using the integrated platform. This will help you provide your team with a platform that is tailor-made according to their needs and preferences. 

In order to understand the processes involved, make sure that you identify the endpoints in both applications. Check the provision for effective connection to carry out custom integration and third-party integration tool. For each of the applications involved, determine the performance of data delivery to ensure smooth and hassle-free transfer of data. 

Moreover, to make prevent unauthorized access of data and unwanted data breaches, it is advisable to use IP Whitelisting. This would limit the users allowed to access your data and allow only trusted users to make changes to your database.

Important Considerations Before Salesforce Integration

  • Reviewing API limits for both the applications

  • Identifying the integration type (real-time or batch integration)
  • Monitoring authentication of the system
  • Creating custom API to call third-party APIs for necessary additional data
  • Understanding configuration options available
  • Being aware of the information not to be transferred between the two platforms

The Final Word

Salesforce integration allows developers to enhance the functionality of Salesforce and help users save their time and efforts in using tools pertaining to different platforms. Whenever you plan to go ahead with Salesforce integration, it is always advisable to take the help of integration experts to obtain the best results.

Permanent link to this article: http://www.sfdcpoint.com/salesforce/what-is-salesforce-integration/

11 Tips for boosting SEO with Salesforce Commerce Cloud

Salesforce Commerce Cloud SEO or SFCC is an e-commerce platform that streamlines the analytics and reporting of large and medium scale businesses.

The main aim of SFCC is to generate new clicks for online businesses by ranking them on the top of search engines. Thus, with SFCC, you can grow the ranking of your business and get noticed by customers online.

On average, 40% of people who buy things online begin their buyer journey searching search engines.

SFCC helps you build a search strategy by maximizing your ranking on search engines, thus boosting your organic ranking and boosting your sales.

Salesforce Commerce Cloud SEO gives businesses these advantages:

1) Grows your online traffic by ranking your business at the top of search engines

2) Boost the ROI of your business by acquiring costumes organically

3) Improve the conversion of your sales activities by targeting customers on search engines.

4) Assist you in creating URLs that are SEO friendly and define your product and attributes

5) Increase your brand presence by improving your page ranking

This article will look at Salesforce Commerce Cloud SEO and give you tips on how you can rank your website and get various advantages by using this cloud-based software.

Build an optimal SEO strategy

With Salesforce Commerce Cloud, you can develop a high-performance SEO services strategy that increases your organic traffic, Boost sales and CTR and increase your GMV. In addition, Salesforce Commerce Cloud helps you build your online storefront for shoppers and search engines to navigate. With SFCC, you can build a rich site architecture that loads quickly and helps you rank your page.

Set clean, user-friendly UrLs  

Salesforce commerce cloud allows you to set URLs that are unique and are easy to remember by customers. With this software, you can set URLS with different variables according to your online positioning and product. In addition, URLs by SFCC are clean and effortless to remember. The software will also inform you if you have duplicate urls and automatically redirect to its preferred structure.

Create Custom Metadata

Every page on the internet has custom Metadata that helps it get ranked on search engines. With SfCC, you can create custom URL data that is recognized by search engine crawlers. Furthermore, SfCC makes it easier to generate custom Urls that inherit the parent’s page custom data. In addition, SfCC ensures that all your titles and descriptions are easy to edit.

Create engaging content 

The more content you have on your webpage, the more likely it is that your page will be noticed by crawlers and be differentiated from the competition. You can use user-generated content to get more attention from search engine crawlers. User-generated content such as reviews and comments are a great way to create content on your website that converts users into customers.

Compress files 

SEO services know that your website’s speed and usability are other factors that affect your SEO ranking. To get the best results, it is recommended to compress your CSS, HTML and Javascript files. By compressing your files, you can ensure better speeds for your website that is preferred by website crawlers. Once you minimize the files on your website, use PageSpeed Insights to see the results.

Create Internal Links        

Internal links help Google bots and crawlers find your deeply hidden pages with ease. You can access the internal links of your website through the boiler page section of a page, i.e., headers and footers of content, image links etc. Avoid anchor text that is too spammy, like ‘Click here and only use anchor text where it is extremely necessary.

You can link your product pages to brand pages by using long-form descriptions. Again, third-party integration with Bloomreach will give you the best results.

Leverage SEO features 

SFCC offers a number of SEO services that allow you to create customizable 404 pages, analyze broken URL links, configure ALT tabs, optimize digital imaging servicing and more. In addition, SFCC helps you build an optimal SEO strategy that increases your ranking on search engines.

Leverage canonical tagging 

Canonical tagging tells websites that a specific URL represents the master copy of the page. Canonical tagging solves the issue of multiple or duplicate contents showing on different URLs. SFCC lets you build custom storefront URLs that define product attributes and descriptions.

Segment your XML sitemaps 

Using SfCC, you can split up your XML sitemaps into a product, brand, or content (which iis landing pages, descriptions, guides and more).

Splitting up your XML file, Google an idea of how you want your content crawled. It simplifies the job for crawlers as it tells them how you want your content crawled. For example, you may want the product page of your website crawled more often than your about page. By segmenting your XML sitemap, you give more attention to these pages rather than pages of lesser value to your business.

Prioritize your crawl budget 

Many large businesses have websites that are too many pages to crawl. For example, an SfCC site may have 50,000 URL or more. You can use directives in your robot.txt file to direct crawlers to the URls you want to be crawled. Setting up a robot.txt file for this purpose notifies Google of the pages that you do not want to be crawled on priority and tells crawlers the most important pages to be crawled. Doing this can get your attention from Google about pages that need to be crawled and have the highest site traffic, impressions and click data.

What should you do with discounted product pages

Discontinued pages should be given attention to if you wish for your site to rank on google. A discontinued page may be a product page that is now out of service. Customers landing on this page may increase the bounce rate once they see that this page is no longer in use.

What are the best options to deal with discontinued pages? 

404 response: some products have a quick life cycle and quickly go out of stock. In that case, a 404 response with a quirky message that the page no longer exists may help. You can also create a link that takes customers back to the product catalog page or provide a feed of similar products.

Conclusion

With the above steps, you can ensure that SFCC boosts the SEO of your website. Follow these steps with the Salesforce Commerce Cloud SEO so that your website is noticed by crawlers and ranks on Google organically.

Permanent link to this article: http://www.sfdcpoint.com/salesforce/seo-with-salesforce-commerce-cloud/

How To Integrate Salesforce With QuickBooks

Third-party integrations have always been some of the major benefits of using Salesforce. Users can get their Salesforce CRM integrated with an array of apps and services to extend its overall functionality. It allows them to operate on a centralized platform instead of having to switch between different applications.
The Salesforce QuickBooks integration is one such integration that is loved by the users of both platforms.

QuickBooks is a popular accounting platform that helps users in developing on-premise and cloud-based accounting solutions for their businesses. It helps you in keeping a track of your financial transactions, manage payroll, take note of invoices generated/received, and manage income and expenses out from a unified interface.

When you integrate Salesforce with QuickBooks, you can undertake automated accounting processes on your CRM database. The integrated platform allows you to keep a track of all the financial processes carried out within your organization, taking your accounts and contacts into consideration.

This provides you with a single unified platform for performing accounting and CRM activities on the same set of data. Instead of having to use a different platform for managing accounts and tracking financial processes, the integrated platform allows Salesforce users to save their time and effort by working on a single UI effectively.

How To Connect Salesforce With QuickQuicks

There are two major ways in which you can undertake the Salesforce QuickBooks integration – by installing an application and through custom development.

Installing An Application

The most commonly used method of carrying out Salesforce QuickBooks integration is by installing an application that allows you to connect the two platforms. a quick visit to Salesforce AppExchange will provide you with several applications to choose from.

These applications require you to create accounts on both platforms and integrate your data in a seamless manner. Intuit, Avankia, and Boomi Atmosphere are some of the most popular applications on AppExchange that help you integrate Salesforce with QuickBooks.

Custom Development

The other way of carrying out the Salesforce QuickBooks integration is through custom development of the application. Intuit, the parent company of QuickBooks, has released its own software development kit for organizations to implement and customize the platform according to their specific needs and preferences.
You can get in touch with professional developers that would help you create a customized solution for integrating the two platforms. However, this is a more expensive alternative due to the fees charged by the developers. Nevertheless, you will get an integrated platform exactly the way you want it to be.
Important Considerations Before Integrating Salesforce With QuickBooks

Here are some of the important things you should keep in mind before going ahead with Salesforce QuickBooks integration:

Make sure which version of QuickBooks you are integrating Salesforce with – desktop or cloud
Ascertain whether you want a one-way or a two-way integration between the two platforms
Do you need the system to update records in real-time or do you want to schedule the update of your records?

Ascertain the type of approvals the users would need for updating a transaction into your QuickBooks accounting system

Make sure you are using the right Salesforce edition that has been certified to work with QuickBooks
Calculate the estimated return on investment on carrying out the integration
Make sure that your Salesforce integration and QuickBooks business process flow match to carry out seamless integration

Once you are through with these considerations, you can go ahead with integrating your Salesforce org with QuickBooks. The integration is bound to help your sales reps and your accounting team in streamlining their processes.

Permanent link to this article: http://www.sfdcpoint.com/salesforce/integrate-salesforce-with-quickbooks/

Salesforce Managed Services: Why Your Company Needs Them

Salesforce is a fairly vast platform with a number of tools and features. It has been helping organizations handle their customer database for more than two decades. However, it is important for companies across the board to use the CRM platform in an optimum way.

Simply getting the platform implemented within your organization will not allow you to make the most of the platform. You need to ensure its smooth functionality, make regular upgrades, carry out integrations, and keep an eye on errors to use Salesforce in a proactive way.

This is where Salesforce managed services come in.

These are the proactive Salesforce Support services that help an organization implement and operate the CRM platform in the best way possible. Right from development and deployment to consultation, these services take every little aspect of the platform into consideration.

Some of the major activities in Salesforce Managed Services include:

  • Implementation – Managed service providers help organizations deploy the CRM platform and specific Salesforce Clouds according to their needs and preferences.
  • Consulting – These services include providing comprehensive assistance to Salesforce users and building a powerful implementation/operational strategy.
  • Customizations – These services include customization of Salesforce tools like dashboards, reports, campaigns, etc.
  • Integrations – These services include combining the data and functionality of Salesforce with a third-party platform or service to leverage its overall usage.
  • Data management – These services overlook the import, management, and export of valuable data collected by Salesforce users with the help of powerful ETL tools.
  • Salesforce Training – These services revolve around providing technical and managerial training to Salesforce users, helping them use the CRM platform better.
  • Salesforce Support – The support services include providing personalized support to the users such as fixing bugs, auditing, regular system checks, and many more.

Why Do You Need Salesforce Managed Services?

Here are some of the key reasons why your organization needs Salesforce managed Services:

Cutting Down Your Costs

If you hire an in-house Salesforce specialist to provide you with Salesforce-relates services, it will always be an expensive decision as Salesforce specialists are in high demand and the platform is pretty vast to handle. Hiring a specialist on a salaried basis will drain you off your funds even when your Salesforce org does not require any assistance.

Instead, opting for Salesforce managed services will allow you to pay as and when you avail of the services. This provides a high level of flexibility that allows you to pay only for the services you receive, helping you save money.

Access To Specialized Expertise 

On hiring a Salesforce specialist, you may find them get engaged in other priorities of the organization as they are ties to the company. On the other hand, Salesforce managed services give you access to specialized expertise as and when you need them, without having any other affiliations with your organization. All you need to do is mention your requirements and you will have an expert(s) who is well-versed in the concerned area to help you out.

Letting You Focus On The Core Business Areas

If you try and let your in-house IT team focus on the implementation and ongoing maintenance of your Salesforce org, it would take their time and attention away from the core business areas.

Instead, availing of Salesforce support services allows you to let the experts do their job while you and your team can focus on the more pressing issues of your organization that require more time and attention.

Resorting to Salesforce managed services as opposed to hiring full-time Salesforce experts is the best alternative for businesses of all scales to optimize their use of the CRM platform.

Permanent link to this article: http://www.sfdcpoint.com/salesforce/salesforce-managed-services/

7 Benefits Of CRM-driven Messaging

Communication is the heart of any marketing and sales activity. For your product or service to be sold to your target audience, you need to communicate with them at every stage of their buying journey for winning their confidence and locking the deal.

Over time, marketing communication has gone through an array of changes. It all started with newspapers and tabloids, leading up to social media marketing. Businesses and customers have been introduced to several communication channels to facilitate effective marketing, be it emails, telephones, televisions, or billboards.

Today, most organizations use emails, social media, and SMS to communicate with their target audience. Whether it is posting social media ads, sending promotional emails, or creating SMS marketing campaigns, brands have successfully reached the screens of their audience for influencing their buying decisions.

However, it is almost impossible to keep a track of every single customer and their needs using traditional techniques. Simply having a list of customers and their contact details no longer work. The need for personalization has increased exponentially over the years and businesses need to send the right messages at the right time to the right people.

This is where the benefits of CRM messaging lie.

What Is CRM-driven Messaging?

As the name suggests, CRM-driven messaging is the process of communicating with your target audience by integrating your channel of communication with CRM.

In simple words, it is the process of tracking incoming and outgoing messages using a CRM platform. CRM provides you with all the details about all the customers (past, present, and potential) catered by your organization. When you use this platform for communicating with them, it makes marketing easier, more effective, and fruitful.

CRM-driven messaging can be implemented for sending messages on social media, sending emails, and delivering text messages. It helps you in using the details stored within your customer database to create messages, send them, and use the incoming messages to perform specific actions using your CRM platform.

Here are some of the key benefits of CRM messaging that helps you communicate better:

Benefits Of CRM-driven Messaging

  1. Effective Lead Management

CRM-driven messaging helps you manage all your leads right from acquisition until the deal is closed. When you use your CRM platform for sending and receiving messages, you can associate specific actions and responses for each of your leads.

For example, if you are a Salesforce user and have implemented a Salesforce SMS app, you can feed in the responses from your contacts pertaining to your promotional messages directly into your sales pipeline. This helps you organize your database streamline your business processes.

  1. Managing Multiple Leads

Owing to the ever-increasing number of customers in every sector of the industry, it is humanly impossible to manage one lead at a time. This will not only slow down your processes but also make you lose a bunch of lucrative opportunities.

CRM-based messaging helps you manage multiple leads at the same time. CRM platforms have different tabs for different customers. Each of these tabs can be handles individually along with managing other contacts. For example, if one of your customers has initiated a purchase and the other wants to opt-out of your services, you can draft different messages and send them to both customers at the same time.

CRM-based messaging helps you manage all your conversations and deals from a single platform. This helps you save time and coordinate between different communication channels effectively.

  1. Automation Tedious Processes

There may be times when you need to send the same message to hundreds of customers through different channels. CRM-driven messaging helps you automate this process with features like bulk messaging and scheduled messaging.

With the help of bulk messaging, you can create a single message and send it to a large bunch of contacts at the same time. If you want to send specific messages to specific contacts at a specific time, you can schedule your messages and forget about it.

This way, you can save yourself from putting in extra effort where it is not required, spending your time on the core business issues.

  1. Tracking Messaging History

It is always good to have a record of all the messages you send and receive. If you use CRM platforms for communicating with your customers, you can keep a detailed track of the history of communicating with every single contact.

Irrespective of the kind of conversation and the outcome of the same, CRM helps you record all relevant details on a centralized platform. This always acts as a good reference in case of confusion or conflict.

  1. Better Response Rate

As compared to emails, CRM-driven messaging gives you an improved response rate. This is because these messages are less mechanical and more interactive than emails.

Also, when you approach your customers using CRM, you are well-versed with their specific likes and preferences. When you are striking all the right chords, it is very difficult for the customer to not respond!

  1. Uniformity In Voice

In the age of immense competition, it is important for every organization to have its unique voice. If you have different sales reps contacting your customers using traditional messaging techniques, there will be no uniformity in this voice.

With the help of CRM, you can have specific templates, tones, and ways of communicating that will remain common, irrespective of who is sending the message to your customers.

  1. Increased Personalization

Today, marketing is all about personalization. Customers engage with businesses because they want to feel special. You can no longer use generic messages for interacting with them.

CRM-driven messaging helps you in creating and delivering messages that are in sync with the specific likes, dislikes, needs, and preferences of your customers. Also, as a customer moves along your sales pipeline, you can be there for them at every stage until they make the final purchase.

The benefits of CRM-driven messaging are never-ending. It is highly advisable that you switch to this mode of communication before it is too late!

Permanent link to this article: http://www.sfdcpoint.com/salesforce/benefits-of-crm-driven-messaging/

All About Salesforce Health Check

Health is considered very important and is one of the indispensable aspects that need to be taken care of every time. The same applies in the case of Salesforce where the Security Health Check is required after a fixed interval of time so as to make the implementation processes error-free. It is also done to ensure the productivity and efficiency of the working system.

If you are working as an administrator, you definitely can use the health check tool for the identification and fixation of the risks and vulnerabilities that may occur in the settings of Salesforce Health Check.

The baseline of health check

All these potential problems can be handled on a single page and finally, we can get the health check score that can summarise the measures to be taken against the baseline of the Security Health Check.

The salesforce base standards are one of the measures to check security and regularly check the health of Salesforce. The security checks are available both in case of Salesforce classic and lightning experiences in favour of the addition such as professional and unlimited.

You also need to assure that some user permissions are required for going the health check and exporting the custom baseline. This permission is needed for viewing the Salesforce Health Check and manage the health check is required for importing the custom baselines in the form of user permission.

Methods of fixation of risks

The fix risk buttons are used for changing the settings but not all settings can be transformed using such buttons. If you are not able to find the setting on the fix risk screen, then you have to make the changes manually by using the edit link which is available on the health check page.

The fixation of the risk limitations can be done with the help of either calculating the health checks for the creation of the custom baseline for Salesforce Health Checkup.

There are certain baseline file requirements that need to be imported successfully so that you can be sure that the file and other associated settings are helping in meeting the requirements of the system using Salesforce Optimizer.

Calculation of health check score

For the calculation of the health check score, we need to apply the proprietary formula that helps in measuring the extent of working of security settings that are able to meet the requirements of the baseline standards for their help in the selection of the custom baselines.

You need to see the working of those settings that are exceeding the compliance that is helping to raise the score of health check-up and verifying all the settings which are at risk and considering some problem with the lowest score.

If you want to check your health score you need to consider the four risk categories which include medium risk, high risk, low risks, and informational. These are the four categories of risk that majorly affect the score of the health check of Salesforce where you can see the high-risk setting bear the maximum weightage.

For the consideration of the lowest settings, the settings count the least, and the other settings such as medium – risk settings, live in the middle of the count and helps in making the settings according to the factors and parameters that are prevailing or impacting the standards that are already being created.

Percentage risk score

You can make the recommendation according to the percentage of the risk. If the percentage score is the line between 0 and 33 you can recommend that the higher risks are associated with the system and their health needs to be improved soon.

If the percentage is between 34 and 66, the recommendation should be in the favour of remediation of the high risk that a prevailing for the short term and also the risk called medium risk existing in the long term.

If the percentage is lying between 67 and 100 then you need to proceed with the process of reviewing the health check after a regular interval for the remediation of the risk factors.

Creation of custom baseline for Salesforce Health Check

For maintaining Salesforce Health Check, you can complete the work of importing the customized baseline so that you can make a comparison of the security settings existing in your org with the standards created by you in context of Security Health Check. You can also compare the security settings with the sales force at amended standards and improve things accordingly.

You can consider one example of a kind of industry or a business where you can make the creation of a custom security baseline using the standards known as- FINRA standards.You can also go ahead with importing the health check custom baseline and try to meet every requirement with the help of the settings created by you.

It is one of the very important facts that you are not allowed to add or delete any kind of settings that are related to a health check from the files but you can make a transformation associated with the values and risks.

If you want to make the creation of a custom baseline for the health check you need to export all the baseline standard files by making the selection of export baseline that is available in the base and control menu.

The importance of XML files

You can also make the editing process of the XML file using the text editor. Also, you can make the adjustments of the categories of the risk for the customisation of your health check scoring.

You can also make the modification in the setting values by making the changes in the custom baseline file requirements but there is one limitation that you are not allowed to change certain values and settings that contain some restrictions in the form of value options.

Parting tips

Hope you got enough idea of checking the health status of Salesforce regularly. The security health check is one of the powerful means of maintaining the productivity and feasibility of all the implementation processes within the Salesforce organization. Try to calculate the health check-up score regularly and maintain an effective working process.

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Salesforce Spring ’21 Release Notes

Salesforce Spring ’21 Release Notes

All you need to know about Salesforce Spring ’21 Release Notes

Salesforce Spring ’21 Release Notes: We understand that it is difficult and a bit time-consuming to go through the entire release so here we offer to help you learn and grow in the salesforce world by presenting the summary and my most favorite feature of Salesforce Spring’ 21 Release Notes.

Salesforce Spring 21 Release Notes Summary

Do More with Opportunity Products

Give your sales team more flexibility to track information on opportunity product records. For example, a rep wants to track two delivery locations in a related list for an opportunity product record. Now you can create an object relationship and page layout to make it happen.

How: In your object management settings, create a lookup relationship between any standard or custom object and Opportunity Product (the OpportunityLineItem object). Make sure that the lookup field and related list are added to the page layouts where you want them to appear.

Opportunity Products

In this example, the Location custom object has a lookup relationship with Opportunity Product.Now reps can track the North Beach and Downtown delivery locations on the product record.

Share Records with Manual Sharing

With manual sharing in Lightning Experience, you now can share records and manage record shares in a new streamlined interface. Previously, you switched to Salesforce Classic to give specific users and user groups access to records.

Why: Click Sharing on the record that you want to share. In the Share window, you can manage who the record is shared with and share any associated records. Manual shares are available only for accounts, opportunities, cases, contacts, leads, and custom objects

Share in Lightning

End of Support for Internet Explorer 11 in Lightning Experience

Extended Support for IE11 ends on December 31, 2020. IE11 users see a permanent banner in their Salesforce org, indicating that they’re on an unsupported browser. Customers using IE11 aren’t blocked from accessing Lightning Experience, but features aren’t guaranteed to work correctly. New features are supported and available only on modern browsers.

Create More Roles

In Salesforce orgs created in Spring ’21 or later, you can create up to 5,000 roles. In existing orgs, the default limit hasn’t changed. You can create up to 500 roles and can contact Salesforce Customer Support to increase this limit. Keep in mind that to improve performance, it’s best to set up roles based on data access and eliminate any roles that aren’t needed.

SOQL Improvements

alesforce Object Query Language (SOQL) now makes it easy to include pre-defined groupings of fields within a query statement using the new FIELDS() function.In previous versions of SOQL, retrieving fields meant specifying all the names of all the fields you wanted to retrieve.he new FIELDS() function lets you select all the fields without knowing their names in advance. This eliminates the need for a round-trip to the server to prepare a SOQL statement, eliminates the need for research and a lot of typing, simplifies query statements, and makes it much easier to explore the shape of your objects.

How: Use FIELDS(ALL)FIELDS(STANDARD), or FIELDS(CUSTOM) in your SELECT statements. 

For example, “Select FIELDS(ALL) from Account Limit 200 ;”

Analyze Performance For Lightning Pages Viewed on a Phone

Performance Analysis in App Builder now assesses record page performance for the phone form factor. New tabs in the Page Analysis window give you separate results for a Lightning record page when it loads on a desktop and on a phone so you can design your page for optimal performance on both.

How: To view the assessment of your record page’s performance, click Analyze from the Lightning App Builder toolbar.

Page Performance Ligthning

UI Changes for Lightning Web Component

To enhance usability and performance, some components were switched from Aura components to Lightning Web Components (LWC). There are no reductions in functionality, but there are some minor UI differences.

How: When your users try to edit a record that they don’t have access to, now they get an error message after they try to save instead of after the initial edit form loads. This change makes the error behavior consistent across forms, detail pages, and inline editing.

When your users create, edit, or clone accounts, leads, contacts, and opportunities, the edited fields are now highlighted. Edited fields also show an undo button to revert changes. Errors now appear in the footer instead of at the top of the page. Errors messages are hidden automatically after users click a link within the error message. Previously, highlights, undo, and footer errors were available only for custom objects.

Success toast notifications for creating and cloning records now provide a link to the relevant record. Previously, links were included only when creating a record from a related list. For success toasts, if a record name isn’t available, the record ID is provided instead.

More Support for Dynamic Actions

Assign actions in the Lightning App Builder instead of the page layout, and apply filters to control when and where actions appear for users.

How: To add an action in any of the dynamic actions scenarios, click Add Action (1) in the properties pane. In the Actions modal, choose an action and click Add Filter (2) to assign visibility rules based on record field, device type, and other filters. An eye icon Eye icon indicates visibility rules are appled to action. (3) next to an action’s name indicates that visibility rules are applied. If you migrated actions from a page layout, you can modify them in the Actions modal.

Dynamic Actions

Dynamic Actions

Better User Experience with Release Notes on Salesforce Help

The main Salesforce Release Notes moved to Salesforce Help where they now live in harmony with our help and other technical content plus the release notes for Commerce Cloud, Marketing Cloud, and Customer 360. Quite simply, the Release Notes on Salesforce Help provide the best experience for you, our customers. Continue to enjoy the features you know and love, such as version switching and easy PDF downloads, while you also get better search, filtering, case logging, feedback options, and more. Find it all in a cleaner and easier to use interface.

Release Notes Help

Permissions Removed for Guest Users

Salesforce is removing the View All, Modify All, edit, and delete object permissions on all objects for guest users in new and existing orgs. These permissions are removed for custom objects and standard objects. Guest users can only have read and create object permissions.

How: The View All, Modify All, edit, and delete object permissions are permanently removed and can’t be enabled for guest users in profiles or permission sets.Guest users also lose access to other permissions that are included in those permission sets and permission set groups.If guest users are removed from permissions sets or permission set groups because they have the Modify All, View All, edit, or delete object permissions, and lose other functionality, clone the permission set with the permissions allowed, and assign the new permission set to the guest user.

Embed Lightning Scheduler Flows into Other Flows

Lightning Scheduler flow type now supports subflows. You can call a Lightning Scheduler flow from within another flow that is of the Lightning Scheduler flow type. For example, you can create and add a simple Lightning Scheduler flow to the account page that asks users whether they want to create or modify an appointment, and then it launches the related flow.

How: Create a Lightning Scheduler flow. In Flow Builder, drag the Subflow element onto the canvas. In the Referenced Flow field, search for and select a Lightning Scheduler service appointment flow.

Lightning Flow

Track Accounts as Campaign Members (Beta)

You can now add account records as members of a campaign. Focus your attention on important accounts in the tables, related lists, and reports that contain campaign members.

How: Turn on the Accounts as Campaign Members setting in Salesforce Setup. Updated and new reports become available. To see campaigns on your account records, add the Campaign History and Campaigns related lists to your account page layout.

Build Your Own (LWR)

Build Fast, Efficient Experiences with the Build Your Own (LWR) Template (Generally Available)

The Build Your Own (LWR) template, which was previously available as a pilot program, is now generally available. Develop blazing fast digital experiences, such as websites, microsites, and portals, using the Lightning Web Components programming model. Powered by the new Lightning Web Runtime (LWR), this customizable template delivers unparalleled page performance and improves developer productivity.

n addition to providing exceptional performance, the template:

  • Provides custom URL paths for unauthenticated sites, meaning no more /s cluttering up your site’s URL—for example, https://mycustomdomain.com/mypage.
  • Supports the development of reusable Lightning web components and themes that follow modern web standards.
  • Includes Apex and User Interface API support, so you can access Salesforce records, SOSL, and more, to provide data-rich experiences for your customers.

Build Your Own LWR

Find out more details here.

lightning:navigation in Aura Sites

lightning:navigation in Aura Sites Now Supports generateUrl with More actionNames

The lightning:navigation component now supports generateURL using a pageReference with the New, Edit, and Clone actionNames. Previously, only the View actionName was supported. Standard record pages with edit and clone actions and standard object pages with a new action now return a URL that can be used to navigate to the action specified by the pageReference. The behavior of the navigate call usinglightning:navigation hasn’t changed.

Original Territory Management Is Being Retired

The original territory management feature is scheduled for retirement as of Summer ’21. After the feature is retired, users can’t access the original territory management feature and its underlying data. We encourage you to migrate to Enterprise Territory Management.

Add or Remove Drop Shadows in the Tile Menu Component

Use the new Show drop shadow setting to choose whether to show a drop shadow on your tile images in the Tile Menu component. Previously, the drop shadow was always on by default.

Access Custom Metadata Type Records Using Static Methods

Use the Apex getAll()getInstance(recordId)getInstance(qualifiedApiName),  and  getInstance(developerName) methods to retrieve information from custom metadata type records faster. These methods don’t rely on the SOQL engine and return the sObject details directly from the call.

Why: The following example uses the getAll() method. The custom metadata type named Games has a field called GameType. This example determines if the field value of the first record is equal to the string PC.

List<Games__mdt> mcs = Games__mdt.getall().values();
boolean textField = null;
if (mcs[0].GameType__c == 'PC') {
   textField = true;
}
system.assertEquals(textField, true);

Convert Leads to a Person Account and a Business Account at the Same Time with New LeadConvert Methods

If your customers include individuals and groups, your sales teams can associate converted leads with a person account and a business account simultaneously. For example, a bank can create person accounts for each member of a family and group the family into a business account.

How: For Salesforce orgs that use APEX Lead Convert, Person Accounts, and Contacts to Multiple Accounts, new methods are available on the LeadConvert() class. These methods allow converting leads into a business account and a person account instead of contact. More Details can be found here.

Features Deprecated /Retired:

Below are the Features worth noting that has been deprecated or Retried:

Salesforce Spring 21 Release Date

For the Spring ‘21 Release, Salesforce will upgrade the preview instances to Spring ‘21 on January 8 and January 9, 2021, and non-preview instances to Spring ‘21 on February 12 and February 13, 2021. Click on this link for more details.

Salesforce Spring ’21 Release Date Schedule Calendar

Salesforce Spring 21 Release Calendar

For more details on the release calendar, please visit salesforce website.

Stay Safe. Happy Learning 🙂

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Best practices for Salesforce Integration Testing

Salesforce Integration Testing

Best practices for Salesforce Integration Testing

A robust Salesforce integration testing would entail the collation of test information, selection of the right test tools, following the naming conventions, ensuring total test coverage, and taking the agile approach, among others.

Best practices for Salesforce Integration Testing

Enterprises are digitizing in a big way to streamline their operations and deliver the best quality products to their customers. And when customers are the main force behind the success of an enterprise, ignoring their interests or downplaying their queries/issues can be an unmitigated disaster. Salesforce is a powerful Customer Relationship Management (CRM) software that helps enterprises to recognize and manage customer interactions throughout the product lifecycle. As a popular CRM tool, Salesforce is highly robust, customizable, configurable, and extensible. Comprising several applications, Salesforce helps businesses to reinforce customer relations and interactions, and client retention thereby leading to their growth.

Any CRM platform like Salesforce has become important in today’s business milieu where enterprises need to manage their relationship with customers once a product is delivered. The platform provides systems, technologies, strategies, and practices to reinforce customer interaction throughout the product lifecycle. Salesforce has myriad applications with which it needs robust integration and interoperability to run various functionalities. This calls for executing Salesforce integration testing covering all modules namely, accounts, campaigns, reports, leads, and contacts, among others.

Why Salesforce testing?

The CRM suite ensures proper management of customer interactions with the organization. It is only by understanding and addressing the concerns of the customers that organizations can ensure customer satisfaction and stay competitive. Salesforce application testing helps to validate the functionalities and their configurations as per the agreed business objectives. Such testing allows for early identification (and fixing) of glitches in the application development process thereupon ensuring the product addresses the needs of the customers.

List of Best practices for Salesforce integration testing

As mentioned above, Salesforce is the sum-total of applications that execute various functionalities aimed at addressing customer issues and strengthening the interaction. However, these applications should have proper integration among themselves and with the mother software suite (Salesforce) to deliver superior outcomes. Hence, a proper Salesforce testing framework should be established to take care of the integration issues. The best practices to follow while pursuing such testing are mentioned below:

# Collate information: Collate a comprehensive list of all test case scenarios and possible technical exceptions. For each scenario, the expected results and actions to be performed should be documented. Thereafter, test data should be created to validate each scenario.

# Right testing tools: To get the best results, use the right debugging tools offered by the latest browsers combined with the test classes. For example, you may use a powerful object-oriented and case-sensitive proprietary programming language called Apex to execute programmed functions like updates, deletions, custom links, and record insertion, among others.

# Follow naming conventions: Before writing test cases for Salesforce test automation, it is important to name the test methods appropriately. The test methods should comprise the below-mentioned parts:

  • Name of the method – insert/delete/update/undelete
  • Information about the test path – null contact or valid

# Total coverage: Even though the Salesforce directive is to cover about 75% of the code while conducting unit tests, one should aim at covering 100% of the code. Test all cases (positive or negative) as well as data (present or absent). Follow the below-mentioned tips to ensure 100% test coverage.

  • Refresh the code coverage numbers while running Salesforce automated testing
  • Rerun the tests when there has been an update in the business
  • The test coverage depends on the number of code lines. So, if the codes lines are added or deleted, the coverage percentage will be impacted accordingly.

# Test cases with classes and controllers: Developers, in order to make coding portable, organized, readable, and reusable, often create separate classes and controllers for each function. So, even though this enhances the readability of the code, there is not much improvement in its efficiency. Portability can be achieved when the test code is in the original class and there are minimal chances of missing a test class during migration from sandbox to production.

# Agile approach: In this approach, the software application is developed in small incremental builds wherein testers work concurrently and iteratively (using test automation) to evaluate the code.

# Synchronization with current operations: One of the principal features of any distinct Salesforce functional testing is its synchronization with the current operations. So, it is important to verify the test results against reference data signifying quality.

Conclusion

Since Salesforce functionalities add value to the organization, they need to be validated against expected parameters and reference data. Thus, a proper Salesforce integration testing plan should ensure the application build simplifies, streamlines, and enhances the business systems.

 

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Workflow in Salesforce

Workflow Rules in Salesforce

What is Salesforce Workflow Rules?

Workflow lets you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.

For Example: If you have symptoms of Coronavirus then stay at home.

Workflow rules can be broken into two main components.

  1. Criteria: the “if” part of the “if/then” statement. In other words, what must be true of the record for the workflow rule to execute the associated actions.
  2. Actions: the “then” part of the “if/then” statement. In other words, what to do when the record meets the criteria.

In the example, the criteria is “Have Coronavirus Symptoms” and the action is “Stay At home”. If the criteria isn’t met (No Symptoms), then the action isn’t executed.

Salesforce Workflow Rules

Salesforce Workflow Rules

Create a Workflow Rule

Automate your organization’s standard process by creating a workflow rule.

Demo: https://salesforce.vidyard.com/watch/IqZIFLtEx9rY7AD8QLFE3Q

Create Workflow Rules

Create Workflow Rules

Rule Criteria

Rule Criteria

Add Workflow Criteria

Remember, we are defining ‘IF’ statement criteria using Salesforce Workflow rules and When we need execute this rule.

  1. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
  2. Click New Rule.
  3. Choose the object to which you want this workflow rule to apply.
  4. Click Next.
  5. Give the rule a name and description.
  6. Set the evaluation criteria.
    • Created – Evaluate the rule criteria each time a record is created. If the rule criteria is met, run the rule. Ignore all updates to existing records.
    • Created, and every time it’s edited –Evaluate the rule criteria each time a record is created or updated. If the rule criteria are met, run the rule.
    • Created, and any time it’s edited to subsequently meet criteria-(Default) Evaluate the rule criteria each time a record is created or updated.
  7. Enter your rule criteria.
    • Choose criteria are met and select the filter criteria that a record must meet to trigger the rule. For example, set the filter to “Opportunity: Amount greater than 5000” if you want opportunity records with an amount greater than $5,000 to trigger the rule.
    • Choose formula evaluates to true and enter a formula that returns a value of “True” or “False.” Salesforce triggers the rule if the formula returns “True.”
  8. Click Save & Next.

Add Workflow Action

Once you’ve set the criteria for your workflow rule, identify what to do when those criteria are met.

Add an Immediate Action

Immediate actions, like their name suggests, are executed as soon as the workflow rule finishes evaluating the record.

Immediate Action

Immediate Action

  1. Open a workflow rule.
  2. In the Immediate Workflow Actions section, click Add Workflow Action.
  3. Select one of the options to create an action or select an existing one.

 

Below are the Workflow Actions :

  • Email Alert: Email alerts are emails generated by an automated process and sent to designated recipients. These actions consist of the standard text and list of recipients for an email. Refer Email Alert for more details
  • Field Update: Field update actions let you automatically update a field value.  Refer Field Update for more details
  • Flow Trigger: Create a flow trigger so that you can launch a flow from workflow rules. With flow triggers, you can automate complex business processes—create flows to perform logic, and have events trigger the flows via workflow rules—without writing code. For example, your flow looks up and assigns the relevant entitlement for a case.  Refer Flow Trigger for more details
  •  Outbound Message: An outbound message sends information to a designated endpoint, like an external service. You configure outbound messages from Setup. Provide the external endpoint and create a listener for the messages using the SOAP API. You can associate outbound messages with workflow rules, approval processes, or entitlement processes. Refer Outbound Message for more details.
  • Task: Task actions determine the details of an assignment given to a specified user by an automated process. You can associate task actions with workflow rules, approval processes, or entitlement processes. Refer Task for more details.

Add Time-Dependent Action

Time-dependent actions are executed at a specific time, such as 10 days before a record’s close date. When that specific time passes, the workflow rule re-evaluates the record to make sure that it still meets the rule criteria. If the record does, the workflow rule executes those actions.

Time-dependent actions and time triggers are complex features. As you work with time-dependent actions and time triggers, keep in mind their considerations.

If you plan on configuring workflow rules that have time-dependent actions, specify a default workflow user. Salesforce associates the default workflow user with a workflow rule if the user who initiated the rule is no longer active.

Add time Trigger

Add time Trigger

Define Time Trigger

Define Time Trigger

Time Dependent Workflow

Time Dependent Workflow

  1. Open a workflow rule.
  2. In the Time-Dependent Workflow Actions section, click Add Time Trigger.
    NoteNOTE You can’t add a time trigger if:
    • The evaluation criteria is set to Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria.
    • The rule is activated.
    • The rule is deactivated but has pending actions in the workflow queue.
  3. Specify the number of days or hours before or after a date that’s relevant to the record, such as the date the record was created.
    If the workflow rule is still active and valid when this time occurs, the time trigger fires the workflow action.
  4. Save your time trigger.
  5. In the section for the time trigger you created, click Add Workflow Action.
  6. Select one of the options to create an action or select an existing one.
  7. Click Done.

Activate Workflow Rule

Make sure to Active a workflow Rule before start unit testing.

To activate a workflow rule, click Activate on the workflow rule detail page. Click Deactivate to prevent a rule from triggering or if you want to edit the time-dependent actions and time triggers that are associated with the rule.

You can deactivate a workflow rule at any time. However, if you deactivate a rule that has pending actions, Salesforce completes those actions as long as the record that triggered the rule is not updated.

NOTE

  • You can’t delete a workflow rule that has pending actions in the workflow queue. Wait until pending actions are processed, or use the workflow queue to cancel the pending actions.
  • You can’t add time-dependent workflow actions to active workflow rules. Deactivate the workflow rule first, add the time-dependent workflow action, and reactivate the rule.

 

Things to Remember

  1. You can’t delete a workflow rule that has pending actions in the workflow queue. Wait until pending actions are processed, or use the workflow queue to cancel the pending actions.
  2. You can’t add time-dependent workflow actions to active workflow rules. Deactivate the workflow rule first, add the time-dependent workflow action, and reactivate the rule.
  3. TIP Whenever possible, automate your if/then statements with Process Builder instead of workflow rules.
  4. Remember you can also associate an existing action to multiple Workflow rules. Refer Associate Actions to Workflow Rules for more details
  5. Select a Default Workflow User that you want Salesforce to display with a workflow rule when the user that triggered the rule is not active.
    1. From Setup, enter Process Automation Settings in the Quick Find box, then select Process Automation Settings.
    2. For Default Workflow User, select a user.
    3. Save your changes.
  6. You cannot add time-dependent actions to the rule When you select ‘created, and every time it’s edited’ option during the workflow creation,
  7. In workflow Criteria,  You can use merge fields for directly related objects in workflow rule formulas.

 

Happy Learning. Stay home and Stay Safe 🙂

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