Tuesday, 5 November 2019

[#Blogged] - Sales Milestones Confetti in Salesforce

Help your teams celebrate their successes. Toss some virtual confetti when reps reach a designated path stage, such as winning an opportunity. You can choose the frequency, such as always for those hard-won victories or only sometimes for daily occurrences. Celebrations don’t work on the status Converted on leads. 

This change applies to Lightning Experience and all versions of the mobile app in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

A confetti celebration creates a little fun when reps reach a milestone. In Setup, use the Quick Find box to find Path Settings. Enable Path to create a path, or edit one. The confetti settings are in step three of creating a path.

Sunday, 20 October 2019

[#Blogged] - Pardot Einstein

Pardot Einstein is used to describing the new AI features available through Pardot and Salesforce.
  • Einstein Behavior Scoring identifies prospects demonstrating buying signals and scores them based on engagement patterns. Einstein leverages prospect activities in Pardot, such as link clicks and forms submissions, to determine which prospects are most engaged with your marketing efforts.
  • Einstein Lead Scoring analyzes historical marketing and sales data to discover the top factors that determine whether a lead is ready to convert. This score is continually updated as more patterns emerge.

Pardot Einstein brings the power of AI to B2B marketers! Say hello to Einstein Behavior Scoring, Einstein Lead Scoring and Einstein Campaign Insights (beta).
The Pardot Einstein FAQ will provide you with information on:
  • How to access each feature
  • How much data you will need for Einstein to do its work
  • How Pardot Einstein can help you understand your lead engagement

Source: Trailhead

Friday, 18 October 2019

[#Blogged] - Enhanced Email in Salesforce

Enhanced Email gives you and your users a ton of email functionality to better drive your business processes, including the ability to relate emails to other records, add custom fields to emails, use triggers with emails, modify the email layout, and manage emails using the Salesforce API.
Enhanced Email is automatically enabled for most organizations except ones that use Email-to-Case. With Enhanced Email, emails are stored using the standard Salesforce object, EmailMessage.
With Enhanced Email, emails sent from Salesforce are saved as Email Message records and Task records.

Wednesday, 18 September 2019

[#Blogged] - Change Event Object Support in Salesforce

Change events are available for all custom objects defined in your Salesforce org and few of standard objects. 

The following standard objects support change events.

  • Account (including Person Account)
  • AccountContactRole
  • Asset
  • Campaign
  • CampaignMember
  • CampaignMemberStatus
  • Case
  • Contact
  • Contract
  • ContractLineItem
  • Entitlement
  • Event
  • EventRelation
  • Lead
  • ListEmail
  • LiveChatTranscript
  • Opportunity
  • OpportunityContactRole
  • Order
  • OrderItem
  • Product2
  • Quote
  • QuoteLineItem
  • ServiceContract
  • Task
  • TaskRelation
  • User (including partner users)

Wednesday, 7 August 2019

[#Blogged] Best extensions to use to improve your Salesforce Experience -Part 01

Salesforce(Salesforce.com) is a CRM (Customer Relationship Management) which bring companies and customers all together.

Salesforce created the 1-1-1 Model of Integrated Philanthropy, where companies contribute 1% equity, 1% of their product and 1% of employee hours back to the community.

Salesforce Ecosystem which is called #SalesforceOhana consists of world-class Developers, Consultant and Administrators all over the globe.

Salesforce Products

Sales Cloud

Service Cloud


Marketing Cloud

Commerce Cloud

Community Cloud





with over 100,0000+ customers.

Most recently, the software company acquired MuleSoft for $6.5 billion and Tableau Software for $15.7 billion.

Install and manage extensions

Open the Chrome Web Store.

Find and select the extension you want.

Click Add to Chrome.

Extensions will let you know if they need certain permissions or data. To approve, click Add extension

Extensions are add-ons which help improve Salesforce Experience by Amazing Developers & Companies.

1 - Salesforce inspector

62,461 users

Productivity tools for Salesforce administrators and
developers to inspect data and metadata directly
from the Salesforce UI

Extension Link: https://bit.ly/25BUQuR

2 - Salesforce advanced Code searcher

38,736 users

By using the advanced quick find you can get your code few clicks shorter. Also, you can search any string your code

Using this extension you can search your code components your salesforce instance:

1) Apex Classes

2) Apex Triggers

3) Visualforce Pages

4) Visualforce Components

Extension Link: https://bit.ly/2GL3eDM

3- Salesforce API Fieldnames

38,026 users

The extension shows the API field names on detail pages

Small extension to toggle between API field names and labels on salesforce detail pages.


Extension Link: https://bit.ly/2T6vx4z

4 - ORGanizer for Salesforce

20,862 users

The ORGanizer Chrome Extension (BETA) lets you forget about your Salesforce.com® username and passwords and help you to recognize Salesforce.com® tabs on your browser.

With Salesforce ORGanizer you can:

- Store your frequently used accounts (basic encryption for the password, details on the guide): username/password/ login URL / landing page

- Login an account on a new tab, window and window on incognito mode or get the full login URL for other browsers

- Change an ORG tab and title to instantly recognize which tab belongs to which ORG

- Use the built-in Quick Link tool to quickly access your most used standard Salesforce links

- Create your personal ORG's quick link library to handle special links

- Use the Quick Links tool to make a global search or open a custom relative link (e.g. from a copied Salesforce ID) or login to another ORG

- Use the Quick Console right inside your Salesforce tab to have quick.

Extension Link: https://bit.ly/2f0R2DZ

We would continue to showcase more extensions for #Salesforce in our Upcoming BlogPost/