CRMJetty - Portal Solutions
CompanyForum Replies Created
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Hello Deepak,
The valid use cases for Salesforce Communities in Salesforce.- External partners can track the status of joint Opportunities.
- External customers can track their purchases and open support cases.
Thanks.
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Hello Anjali,Refer to this article: https://help.salesforce.com/s/articleView?id=000322219&type=1
https://help.salesforce.com/s/articleView?id=000326326&type=1Thanks. -
Hello Anjali,
Create a custom metadata type follow the below step.- From Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types.
- Click New Custom Metadata Type.
- For Label, enter Support Tier and for Plural Label, enter Support Tiers.
- Click Save.
After you save, you land on the Custom Metadata Type Support Tier page. This page includes the details of the custom metadata type. From here you can add custom fields, add records, create validation rules, and edit page layouts.
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Hello Anjali,
There are 3 types of Salesforce.com Portals:- Partner Portal
- Customer Portal
- Salesforce self service portal
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<style type="text/css"></style>Hello Ayush,Partner accounts are Salesforce accounts that a channel manager uses to manage partner organizations, partner users, and activities when using a partner site or partner portal. A channel manager who owns a partner account can access all the data associated with the partner account and the associated partner users.1. Create a business account.2. Click Manage External Account, and then click Enable as Partner.3. The Enable as Partner and Disable Partner Account actions aren’t available in the Salesforce mobile app.4. In the confirmation dialog, select Yes, I want to enable this account as a Partner Account.5. Click Confirm.After you create a partner account, you can 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 and modify the Salesforce data you share with them by logging in to a site. They can be added to account or opportunity teams.Hope this helps you.Thanks.
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<style type="text/css"></style>Hello Kirandeep,Salesforce Customer Portal allows you to create profiles having customizable layouts, list views, and reliable field-level security. Moreover, it provides access to custom Salesforce objects for displaying and collecting relevant information for custom applications.For more refer to this : https://help.salesforce.com/s/articleView?id=sf.users_license_types_customerportal.htm&type=5Hope this helps you.Thanks.
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<style type="text/css"></style>Hello Aditya,A user license determines the baseline of features that the user can access. Every user must have exactly one user license. You assign user permissions for data access through a profile and optionally one or more permission sets.For more: https://help.salesforce.com/s/articleView?id=sf.users_understanding_license_types.htm&type=5Hope this helps you.Thanks.
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Hello Pooja,Sales Cloud features
• Contact & Lead Management: The cloud makes it easier for you to manage contacts and leads, communication, campaigns, and sales rate to close more deals.• Mobile optimization: Integration with mobile means more flexibility to access workflow. You can manage leads, toggle dashboard, track reports, and more all at your fingertips.• Reports & Dashboards: Manage your business well with regular reports and progress in detail. Identify inadequacies to ramp up processes that need your attention the most.• File-Sharing: Sales cloud services offer file sharing and syncing which is fast, efficient, and safe. Need a file urgently? Simply, type it out in the search bar and there you have it. • Work Process Approval: The interface of the Sales cloud makes it easier for you to plan your business better as you have sales, expenses, and discounts all in one place.Service Cloud features
• Service Console: Here, your tasks are handled and organized by an expert to help your customers respond better to your services.• Chat service: This automates the live chat assisting customers looking for solutions.• Customer service: This processes customer queries through social media without the need for visiting other websites.• Knowledge Base: As mentioned before in this post, a Service cloud creates knowledge bases which help the service agents. They can understand the customer better and resolve issues faster.• Email to Case: This automates email responses to case submissions basis the attributes of the record. For instance, an auto-email sent to a customer on buying a product or service.Hope this helps you.Thanks. -
Hello Anjali,
There are 6 Standard Profiles which mostly used are:- System Administrator
- Read Only
- Marketing User
- Solution Manager
- Standard User
- Contract Manager
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Hello Shweta,Refer to this: https://www.salesforce.com/resources/articles/case-management-systems/Thanks.
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Hello Pooja,Refer to this: https://www.salesforce.com/crm/benefits-of-crm/Hope this helps you.Thanks.
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Hello Anjali,Following are the benefits of sales cloud:1. Personalization of the Sales Process2. Increased Opportunities3. Accurate Forecasting4. Boost Productivity5. Drives Steady Growth6. Streamlines Business Processes7. Shortens the Sales CycleThanks.
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Hello Kirandeep,Custom settings are similar to custom objects. Application 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, Apex, and SOAP API can then use this data.Need more details refer to this: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_customsettings.htmThanks.
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Hello,Software as a Service or SaaS is a way of delivering applications over the Internet – as a service. Also known as cloud software, ASP, on-demand software or hosted software. The first applications for consumers were things like webmail, bookmarking and photo sharing. In business, things like recruitment, expenses and customer relationship management were among the early innovations. SaaS has since become a widely-used business model with more and more different kinds of applications available via the cloud.The benefits of SaaSIncreased efficiency and cost effectiveness are the reasons many businesses give for turning to cloud-based SaaS solutions. The advantages include:Low setup and infrastructure costsYou just pay for what you need with no capital expenditure that needs to be depreciated on your balance sheet over time.Accessible from anywhereJust connect to the internet and you can work from wherever you need to be via desktop, laptop, tablet or mobile or other networked device.ScalabilityYou can adapt your requirements to the number of people who need to use the system, the volume of data and the functionality required as your business grows.Industry leading service level agreements (SLAS) for uptime and performanceSo you have assurances that the software will be available to use when you need it – a difficult promise for in-house teams to make.Automatic, frequent updates Providers offer timely improvements thanks to their scale and because they receive feedback about what their customers need. This frees up your IT department for other more business-critical tasks.Security at the highest level required by any customerBecause of the shared nature of the service, all users benefit from the security level that’s been set up for those with the highest need.Need more details refer to this: https://www.salesforce.com/in/learning-centre/tech/saas/
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Hello Freed,8 Ways An LMS Salesforce Integration Can Benefit Your OrganizationYour organization needs to provide training to external partners and your distributed sales team. You also want to simplify this training process without having to bolt-on even more software to your suite. One of the best ways to de-clutter your sales training program is to align your LMS and Salesforce platforms. Here are 8 notable advantages you could gain from adopting a Learning Management System that features Salesforce integration.1. Offer Training Access From Your Sales Teams’ Preferred CRM2. Bridge Customer Service Gaps3. Monitor Every Aspect Of Your Sales Training4. Empower Your Geographically Dispersed Workforce5. Keep Up With Compliance More Effectively6. Fine-Tune Your Sales Training Program7. Improve Employee Satisfaction And Retention Rates8. Provide Top-Notch Customer Training With EaseNeed more details refer to this: https://elearningindustry.com/lms-salesforce-integration-top-benefits-organization-gainThanks.
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Hello Mansi,Refer to this: https://developer.salesforce.com/docs/atlas.en-us.236.0.apexcode.meta/apexcode/apex_triggers.htmHope this helps you.Thanks.
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Hello Kishan,There are five types of record-level security: org-wide defaults, role hierarchy sharing, sharing rules, manual sharing, and Apex-based sharing. These five control access to sets of records or even an individual record to people who don’t own those records.Hope this helps you.Thanks.
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Hello Enzo,Refer to this: https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7QcGSAVHope this helps you.Thanks.
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Hello Mansi,
Refer to this: https://help.salesforce.com/s/articleView?id=sf.perm_sets_session_use.htm&type=5
Hope this helps you.Thanks. -
Hello,
Refer to this blog:
https://www.salesforce.com/eu/learning-centre/marketing/what-is-b2b-marketing/ https://www.salesforce.com/in/products/marketing-cloud/marketing-automation/
Hope this helps you.
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Hello,
Refer to this blog:
https://www.forcetalks.com/blog/salesforce-data-cleansing-best-practices-that-you-should-consider-implementing-now/
Hope this helps you.
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Hello,
The convertLead Database method converts a lead into an account and contact or an account and person account, as well as (optionally) an opportunity. The convertLead takes an instance of the Database.LeadConvert class as a parameter. Create an instance of this class and set the information required for conversion, such as setting the lead, and destination account and contact.
Refer to this:
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/langCon_apex_dml_examples_convertlead.htm
https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_dml_convertLead.htm
Hope this helps you.
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Hello,
Salesforce Experience Cloud, formerly known as Community Cloud, is a digital experience platform that helps companies quickly build connected digital experiences for their customers, partners and employees at scale.
Reference: https://www.7summitsinc.com/resources/experience-cloud/#:~:text=Salesforce%20Experience%20Cloud%2C%20formerly%20known,partners%20and%20employees%20at%20scale
Hope this helps you.
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Hello
Today’s CRM tools are supercharged with integrations that foster collaboration and accessible data — all under one roof. The right tool should help companies target different audiences, design smart automations based on an individual lead or customer’s activity, proactively work with contacts and manage relationships. More importantly, every department can now deliver consistent, personalized interactions in the best interest of customers.
While features vary by department or industry, six advantages of CRM platforms that enable customer-centric experiences are:- A single view of the customer for cross-functional insight and reporting.
- Dashboards that visually showcase data in action.
- Customer-centric automation.
- Proactive service. Optimized processes.
- Simplified collaboration.
Hope this helps.
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<style type="text/css"></style>Hello kapil,
You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa. For example, you create a custom object called Bug that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs. When modeling a many-to-many relationship, you use a junction object to connect the two objects you want to relate to each other.Junction Object
Hello kapil,You can use master-detail relationships to model many-to-many relationships between any two objects. A many-to-many relationship allows each record of one object to be linked to multiple records from another object and vice versa. For example, you create a custom object called Bug that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs. When modeling a many-to-many relationship, you use a junction object to connect the two objects you want to relate to each other.Junction ObjectA custom object with two master-detail relationships. Using a custom junction object, you can model a “many-to-many” relationship between two objects. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs.Creating the many-to-many relationship consists of:Creating the junction object.Creating the two master-detail relationships.Customizing the related lists on the page layouts of the two master objects.Customizing reports to maximize the effectiveness of the many-to-many relationship.Reference: https://help.salesforce.com/s/articleView?id=sf.relationships_manytomany.htm&type=5Hope this helps.Thanks.