CRMJetty - Portal Solutions
CompanyForum Replies Created
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Salesforce helps in business with tracking their customer sales and interaction data. Also manage the leads, opportunities, contacts and cases. Salesforce provides many features which help businesses automate their sales & marketing process including email marketing, lead generation.
Salesforce as a tool is kind of the all-powerful one in this context. But anyone who knows Salesforce development also fits the bill.
In this blog everyone can read how the Salesforce development lifecycle is layered, and this guide explains exactly how to undertake it. Read to understand the process so it gives you an insight into how you might want to prepare for development. -
Salesforce developer who has a good knowledge of Salesforce Sales Cloud, Service Cloud, and Experience Cloud and many years of experience. They understand the client requirement and give the answer in which time they did this project. They have a team of dedicated developers which works on that client's project done in a small time.
We can become your technology partner in a way that you can leave the entire Salesforce development project to us and focus on your business growth.
Reach out to us to talk about your requirement, and we will take it from there. You will read this blog about Hire Salesforce Developer -
Hello Mark,
you can refer this thread to export schema in salesforce -
Hello,
you can refer this video for how to share CRM data with partners in Salesforce -
Hello @Rahul,
We provide the two types of migration services:
<b style="font-family: inherit; font-size: inherit; color: var(--bb-body-text-color);">Migration From Another CRM
<b style="font-family: inherit; font-size: inherit; color: var(--bb-body-text-color);">Migration From Another Salesforce Organization
Advantage of migration process is fast process, distribute data easily, Automation, enhanced protection of your data, Sophisticated cloud infrastructure, Enhanced productivity.
As your trusted Salesforce migration service provider, we like to ensure that you are aware about our process.
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Hello Sidhant,
We have 20+ expert Salesforce developers ranging from 2+ years of experience to 5+ years of experience. So you can choose based on your requirement. Send us your requirements at [email protected].
If you want to know about which type of services and expertise we have please connect with us hire salesforce developer.-
This reply was modified 1 year, 10 months ago by CRMJetty.
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This reply was modified 1 year, 10 months ago by
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Hello @Chris,
The Salesforce developer demand is high, but not every requirement is the same, and nor are all developer roles. What you need for your company defines the type of developer you hire and how you hire them.
Generally you need to decide what is your requirement and which quality you need in developer which you want to hire like Salesforce certificates, skills of a Salesforce, roles of salesforce.
you can refer this blog which can help you to: What to Look for & How to Hire Salesforce Developer-
This reply was modified 1 year, 10 months ago by CRMJetty.
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This reply was modified 1 year, 10 months ago by
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I think Salesforce Integrated service will help you to integrate any services with salesforce
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Here is the Top Salesforce Consultants of 2023 are pioneers who understand your objectives, study your processes & analyze your requirements. These Salesforce implementation partners improve your organizational workflow by optimizing your Salesforce with the primary goal of increasing ROI and generating more revenue.
1. CRMJetty - Portal Solutions - Custom & Enterprise Portal Development Solutions
2. Algoworks Solutions Inc - An Award-winning Salesforce Summit (Platinum) Consulting Partner
3. Twistellar Group - Salesforce Implementation and Cloud Consulting
4. SkyPlanner Salesforce Consulting Partner -Your one-stop-shop for everything Salesforce
5. DB Services -We Make Software Work The Way You Do.
6. Cyntexa Labs - Salesforce Development and Consulting Company
7. Melonleaf Consulting - Salesforce Consulting and Implementation Services
8. SP Tech - Salesforce Practice - Meet your Salesforce MVPs
9. Apphienz Inc- Your Salesforce Partner From Inception To Support
10. Emorphis Technologies - Innovation in Motion -
Salesforce Service Cloud used for,
- to assist your business’s customer service team
- support for agents
- all customer service inquiries across multiple communications channels
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This reply was modified 2 years ago by CRMJetty.
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Hello Luis,
Refer to this links:
- https://salesforce.stackexchange.com/questions/136289/onclick-javascript-attached-to-custom-button-not-working-correctly
- https://salesforce.stackexchange.com/questions/201008/onclick-javascript-button-invalid-or-unexpected-token-error
- https://developer.salesforce.com/blogs/developer-relations/2016/09/take-the-first-steps-ways-you-can-replace-javascript-buttons
- https://developer.salesforce.com/forums/?id=906F0000000962lIAAHope this helps you.
Thanks. -
Hello Prachi,Refer to this links:- https://salesforce.stackexchange.com/questions/103026/how-to-handle-error-records-in-batch-apex- https://salesforce.stackexchange.com/questions/113775/error-handling-batch-apex- https://salesforce.stackexchange.com/questions/282104/how-to-handle-error-records-in-batch-apex-when-trying-to-insert-or-update-data-tHope this helps you.Thanks.
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Hello Aman,Refer to this salesforce Document: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_properties.htmHope this helps you.Thanks.
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Hello Pavani,Goto the Developer Console -> Click On Test -> Click on Clear Test Data.https://www.awesomescreenshot.com/image/31168058?key=7afd2700a1a4ea5611e6fec4c7834354Thanks.
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Hello Anuj,From SF doc:WebServiceMock: Enables sending fake responses when testing Web service callouts of a class auto-generated from a WSDL.HttpCalloutMock: Enables sending fake responses when testing HTTP callouts.So WebServiceMock is mainly used for SOAP web service while the HttpCalloutMock is mainly used for HTTP (REST) web service.Thanks.
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Hello Deepak,Refer to this: https://trailhead.salesforce.com/content/learn/projects/communities_share_crm_data/create_portal_and_usersThanks.
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Hello Deepak,Partner communities also have their own nuances. They allow sales teams, resellers, and vendors to collaborate, access important company and product information and facilitate more sales. It's also important to note that Salesforce Lightning External apps offer a lot of extended functionality and customizable options.Thanks.
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Hello Deepak,
Create Partner Users: Create a partner account, add users to the account as contact records and then convert them to partner users. Partner users are Salesforce users with access to CRM objects such as opportunities, leads, and campaigns. Partner users can access Salesforce data when they’re invited to a site.Refer this: https://help.salesforce.com/s/articleView?id=sf.networks_partner_community_create_users.htm&type=5
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Hello Marzia,Process itself will be in the Queue, not the emails. To see which processes are in the queue, go to setup --> Paused Flow Interviews. Unfortunately we can not see emails in the queue.
Once the email is sent it is added to emails logs. Please not that email logs are availble only for the last 30 days.
Refer this: https://help.salesforce.com/s/articleView?id=sf.email_my_massmail_q.htm&type=5Thanks. -
Hello Naveen,There's fundamental differences in the behaviour and record sharing that you need to read up on. The following is purely a summary from memory and may not be 100% accurate, please refer to the salesforce help for a full explanation.
- The key difference is master-detail has a direct dependency between the objects:
- You cannot have a detail record without a master.
- The detail record inherits sharing rules from the master.
- You cannot update the relationship to the master in a master-detail relationship.
- The number of master-detail relationships you can use are limited.
- You cannot set profile object permissions for a detail record
- Master-detail relationships are automatically included in report record types
When you delete the master it will cascade delete all detail records relating to that master. A typical use of a Master-Detail would be the classic Sales Order and Sales Order Items objects.
- Lookups are generally for use where you may or may need to have a relationship between two objects (but not always).
- Lookups are generally used to reference commonly shared data, such as reference data.
- Lookups are used to link two objects together when you don't want the behaviour of the master-detail - particularly around sharing rules, profile permissions and cascade delete.
- Lookups are used when you need to relate multiple 'parents' to the detail record.
You can change between a master-detail and a lookup after you create the field. My recommendation is always start with a Lookup relationship and then if you decide you need the features of a master-detail change it. If the detail object has it's own tab then you probably want to use a lookup not a master-detail.Thanks.
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This reply was modified 2 years, 6 months ago by CRMJetty.
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Hello Mansi,The CRM cycle basically consists of four stages – Marketing, Sales, Product, and Support.•Marketing Stage – In this stage of CRM cycle, the basic focus is to identify customers by running various marketing campaigns (such as emails, blogs, advertisements, and more), create the database for Account (pertaining to Organization) and Contacts (pertaining to individuals), and finally generate leads by analyzing the gathered customer data.•Sales Stage –In the Sales stage, basic focus remains on leads. They are the individuals who have expressed some kind of interest in your product offering. ‘Leads’ are further categorized into Open, Contacted, Qualified and Un-qualified. Deskera CRM offers a functionality to convert ‘leads’ into ‘opportunity’ for carrying out further sales activities.•Product Stage – In this stage of CRM cycle, the basic focus is on delivery of product. Deskera CRM offers Product Management functionality that captures details about the product price, vendor, and description, among others.•Support Stage – During Support Stage, the primary focus remains on resolving customer issues and providing customer support. In CRM terminology, this function is known as Case Management. (To visit our previous blog on Case Management, please click here).Hope this helps you.Thanks.
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Hello Anjali,Partner relationship management (PRM) comprises the software and strategies companies use to streamline business relationships between themselves and the partners and distributors who market them and sell their products. PRM ranges from simple ways to manage co-marketing relationships, to more complex programs involving high level software and data management.From onboarding channel partners and training them, to joint business planning and market development fund (MDF) management, PRM tools have become an essential element of the successful channel management and partner programs.Thanks.
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Hello Piyush,
Salesforce allows One to many and Many to many Relationships .But you can establish a one to one relationship by follwing steps- Create a master detail relationship between two Object.
- On master object create a rollup summary field which count the child records
- Now write trigger on child Object which checks if the rollup summary count on master is equal to one then throw an error that the master have already one record attached select another.
This way every master Object will only have one record of the other object associated, hence one to one relationship is established.
Thanks.-
This reply was modified 2 years, 6 months ago by CRMJetty.