Activity Reminders on Dashboard For Microsoft Dynamics CRM

Interactions with customers through phone call, emails and recording the same form a vital part of any CRM application. As a Microsoft Dynamics CRM user, you can create phone call, tasks, emails, fax and letters through Activities which appear on an entity record or you will find your records in the activity entity. But what if I wanted the due date of my Activities to appear on the dashboard like reminders? For a recent requirement, I needed to do just that. One of my favorite clients...

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Analyzing Salesforce data with Google Analytics: Part 4

Welcome to the anchor leg!  Are you geared for crossing the line today? Till now, we have successfully configured our Google Analytics account (Part 1) as well as our Salesforce org (Part 2) , and also created the custom variables (Part 3) in the previous posts. Let’s now put the final piece of the puzzle together and create the custom dimensions, and once done, we will then go about tracking the most popular Accounts based on page views, using what we have learnt so far. Creating...

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Lightning and Nonprofits: Best of both worlds!

This is the age of mobility! Users need access to real-time data on their fingertips. Deals are signed quicker because sales reps have access to the data on their mobiles and can take necessary actions really fast! It has become pertinent for information to be available on mobile; it is a necessity, no longer a luxury! Same is the case with nonprofits and fundraising. Nonprofits constantly need a view of their donation pipelines, along with all donation details till date, in order...

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May the Financial(Force) be with you!

Want to cut down your invoicing time from weeks to days? Frustrated entering the same set of data into multiple systems? Dread trying to make different systems interact with each other? Existing ledger systems do not support your expansion plans? Is there a single magical wand to solve all your Accounting woes? Yes, there is! FinancialForce Accounting is the answer to your prayers! This FinancialForce application provides Salesforce users with a wide range of accounting functionality....

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Non Profit Starter Pack Unlocked

It would be easy to mistake Salesforce only as a business – to – business application that enhances the business and in turn the profits of the organizations. I mean, sure, it does that, but is that all to Salesforce? The answer, thankfully, is no. Salesforce has much more to it, one of which is the Non Profit Starter Pack (NPSP). Nonprofit organizations have a unique set of needs and requirements. NPSP dispenses packages that help run the functioning of a nonprofit and gets them...

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Hack of the Day: Simplified Document Merging with Conga & Visualforce

We have all gone through the phase of writing an impressive resume and applying for jobs. Did we ever think how tiring it is for the recruitment teams in these companies to download our attached resume and consolidate the information within into their HR systems or merge it? Probably not. But it is, and that’s where we Salesforce developers come to their rescue! Recently, I had a requirement to merge information from the attached documents using Conga, where I needed to configure Conga...

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Lightning Fast Parent-Child Updates

Recently, I had to migrate some 36 million patient records of an NGO where the details were in the form of Contacts spreadsheet and the data needed to be migrated to the NGO’s Salesforce instance. However, it was not that simple. For manipulating and organizing data on the instance, I needed an Account record for every Contact. In simpler words, I needed to traverse in the reverse direction, in order to create an Account for the corresponding Contact, a task simple only in words! The...

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Struck by (Salesforce) Lightning!

Salesforce launched something big last week! In what is being touted as the biggest reengineering in Salesforce history, Salesforce has decided to do away with its existing UI and instead introduce a redesigned Lightning Experience. Here’s a list of 9 most important things you should know about Salesforce Lightning. 1. Navigation Bar Approach As against the older tabbed interface, Salesforce has opted to go for a navigation bar approach in the newer version, a change I feel quite overdue!...

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