Salesforce

REST API call from Einstein Analytics Dashboard

REST API call from Einstein Analytics Dashboard

In Einstein Analytics we can create a lens and dashboard with the dataset available in your analytics studio. You have a dataset that is created from the dataflow which is scheduled every hour to update the dataset. Here your dataset might not have the updated data for every second or minute. What if you want …

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Send ICS calendar invitations for Outlook meetings

Send ICS calendar invitations for Outlook meetings

Here we are going to send the meeting invites from salesforce using ICS calendar to our outlook. In general ICS is the  iCalendar/.ics/.ical file and it is used to store the calendar information. Whenever you export anything a outlook, google, etc., calendar  it will automatically save as .ics file. New and updated meetings are sent …

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Pardot Campaigns vs Salesforce Campaigns

Pardot Campaigns vs Salesforce Campaigns

Campaigns are set in order to promote a product or service via multiple channels, there is an end goal to be met, and whether that goal has been achieved is measured through pre-defined metrics. PARDOT CAMPAIGNS Campaigns in Pardot track your prospect’s first touch point–for example viewing a landing page or a webpage with Pardot …

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Salesforce CI/CD: Introduction to Gearset

Salesforce CI/CD: Introduction to Gearset

What is CI/CD? Continuous Integration or Continuous Delivery is the idea of automating deployments so that that you can continuously integrate and deliver small changes rather than doing massive releases. CI means setting up an automated process that allows developers or admins to push their changes in real time. The technical goal of CI is …

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Navigate to Google Map from Salesforce

Navigate to Google Map from Salesforce

In salesforce we have several requirement to navigate to Account location or Leadlocation on google map. Mostly sales representative need to navigate to exactaccount location. In most of the case we look to integrate google map with salesforcewhich could be costly and will have some maintenance charge as we need to buygoogle API subscription. Google …

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Salesforce Integration with QuickBooks

Salesforce Integration with QuickBooks

QuickBooks is an acoauth2/v1/tokens/bearercounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions. QuickBooks Online: Intuit also offers a cloud service called QuickBooks Online (QBO). The user pays a monthly subscription fee rather than an upfront …

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Utilization of Hierarchy custom settings in formula field, custom button, process builder or workflow rules without hard-coding

Utilization of Hierarchy custom settings in formula field, custom button, process builder or workflow rules without hard-coding

Custom settings Custom settings are similar to custom objects. Developers can create custom sets of data and associate custom data for an organization, profile, or specific user. All custom settings data is exposed in the application cache, which enables efficient access without the cost of repeated queries to the database. Formula fields, validation rules, flows, …

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Introduction to Field Service Lightning

Field Service Lightning

Salesforce has expanded their Service Cloud offerings by adding Field Service Lightning. Field Service Lightning works with Service Cloud, adding functionality for dispatching, monitoring, and reporting field service representative’s activity. Salesforce FSL product focuses on putting the right mobile employee in the right place, at the right time, to meet or exceed customers’ expectations. The offline-friendly …

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Bulk Import Email from Gmail to Salesforce

Bulk Import Email from Gmail to Salesforce

Use Case : Customer needs to import all emails along with attachment from their Gmail account into their Salesforce org. Problem: Currently, there is no way to mass-import emails within the Salesforce User Interface Resolution: We are going to export email into MBOX format.Then using python script we will generate CSV and using data loader …

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