Ksolves LLC
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Custom metadata types are used in this stage to enable you to configure your app using Salesforce information. The custom metadata type in the component of the package you loaded is already set up. You simply need to set it up.
Now you can add sounds to every activity in your Salesforce org with this component. However, take caution! There is a lot of responsibility that comes with amazing components. Don't irritate your users (or their neighbors) by incorporating sound effects into everything they do. -
Ksolves
MemberJune 6, 2022 at 6:04 am in reply to: What is the difference between partner portal and customer portal in Salesforce?Salesforce Partner Portal
Salesforce's partner portal lets users from outside your company login. It assists businesses by empowering their indirect sales channel, resulting in a higher return on investment. Users of the partner portal have limited Salesforce access and can only view data from the modules to which they have been allowed access. Companies can construct several portals to monitor, track, and handle their indirect sales using partner relationship management (PRM).
Salesforce Customer Portal
Salesforce customer portal is an interface for providing support to your customers and assisting them in resolving issues with your products/services, resulting in a better overall user experience. To streamline connection with your consumers, you can develop a customized customer care portal with features, sections, information, and modules based on your needs. -
Ksolves
MemberJune 6, 2022 at 6:01 am in reply to: How many types of Salesforce licenses are there?1. User Licenses
The features that a user can access are determined by their user license. A user license is required for each user. Through a profile and, if desired, one or more permission sets, you can assign user permissions for data access.
2. Permission Set Licenses
A permission set is a simple approach to provide users with unique settings and permissions to utilize certain tools and services. Users with permission set licenses can access capabilities that aren't included in their user licenses. Permission set licenses can be assigned to users in any number.
3. Feature Licenses Overview
A feature license allows a user to use a feature that isn't included in their user license, such as Marketing Any number of feature licenses can be issued to users.
4. Usage-based Entitlements
A usage-based entitlement is a limited resource that your organization can access regularly, such as the monthly limit for Partner Community logins or the record limit for Data.com list users. -
Lightning Data Service is used to load, create, update, and delete records in your component without having to use Apex code. It manages field-level security and sharing policies for you. It enhances efficiency and user interface consistency in addition to removing the requirement for Apex. Lightning Data Service detects and eliminates requests involving the same record data, instead of sending a single shared data request that updates all relevant components. Not only does this eliminate inconsistencies in data between components, but it also allows users to cache data to function offline in the event of a user disconnect, with the data intelligently syncing once the connection is restored. Using Lightning Data Service instead of a server-side Apex controller makes data access easier.
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Ksolves
MemberJune 6, 2022 at 6:00 am in reply to: What are the advantages of Salesforce using the SaaS platform?Salesforce is often regarded as the best CRM in the world, but organizations must correctly manage it to reap its full potential. While each company is different, several common best practices can benefit companies across the board. Every SaaS platform should include Salesforce. It's the only method to ensure that your users have immediate access to mission-critical data. Salesforce CRM is required for SaaS organizations to manage complex sales cycles, reduce churn, and empower sales teams to close agreements more quickly.
Is your product available at a physical location? Are your product's sales cycle longer than a week? Do you employ a dedicated sales team? Do you charge a monthly fee for your service? Is your product going to need customer service? These are some of the considerations to consider while determining whether or not SaaS companies require Salesforce. -
Ksolves
MemberJune 6, 2022 at 5:58 am in reply to: What is the purpose of case management in Salesforce?Support problems are tracked using cases. A case record would be used to track a customer's purchase of a product or service and subsequent call for help. A case is a question or comment from a customer. An open case is not resolved, whereas a case that is closed is.
Agents can examine access to determine how they might improve their service delivery. While sales reps can utilize cases to see how their actions affect the sales process, reacting to your cases keeps your customers happy and improves your brand.
Salesforce's Service Cloud allows users to automate service operations, streamline workflows, and locate relevant articles, subjects, and experts to assist agents. The goal is to build one-to-one marketing interactions with each customer across numerous channels and devices. Customers can "listen" and answer to the service cloud over a variety of social channels, and cases can be routed to the proper agent automatically. -
Ksolves
MemberJune 6, 2022 at 5:57 am in reply to: What is the difference between sales cloud and service cloud in Salesforce?Salesforce has two core modules: Sales Cloud and Service Cloud. The case and service focus of Service Cloud. It facilitates the sale of goods and services by businesses. The Sales Cloud module enables businesses to focus on prospective lead creation, sales growth, and prospects. Although both modules have certain similarities, they differ in some ways.
- Features of Sales Cloud and Service Cloud
Many features in the functionalities of Sales Cloud and Service Cloud overlap. However, some of the extra capabilities are only available in the Service Cloud modules, rather than the Sales Cloud modules. The two Salesforce modules have the following features:
Sales Cloud Features:
1. Contact & Account Management
2. Reports & Dashboards
3. Management of Leads
4. Mobile Optimization
5. File Sharing and Syncing
6. Work Process Approvals
Service Cloud Features:
1. Service Console
2. Customer Service
3. Mobile Platform
4. Chat Services
5. Knowledge Base
6. Email to Case -
1. Automation Tools
Customer communication must be excellent for any firm to succeed. After all, a delayed reaction drives potential and current customers away from the competition. Salesforce, on the other hand, eliminates the risk of delayed responses. It's because of the automation techniques it employs to establish real-time connections with customers via internet chats.
2. Data Analytics Tools
Companies may maintain track of their customers' prior records and better understand their expectations and requirements with the use of data analysis solutions. Finally, data analysis tools can assist businesses to create marketing campaigns and planning to increase site engagement.
3. Customer Assistance
Practicing social separation is especially important now that the pandemic has taken hold. As a result, companies must give clients virtual engagement methods. Live Agent, Salesforce's online chat function, is an excellent chatbox for achieving this purpose.
4. Tracking Customer Activity
To earn a customer's loyalty, a business must first comprehend the specifics and behavior of its operations. Salesforce CRM includes a Sales Cloud tool that allows a firm to track customer records, contact information, and backgrounds, among other things, which can assist a company makes practical changes to its strategies and plans for improved results.
5. Data Syncing
You should be aware that several social media platforms allow users to sync their data from one platform to another. Salesforce Mobile App also enables data syncing, allowing your company to combine data from various apps in one location. Salesforce CRM's flexibility makes it easy for your firm to analyze all of the necessary data and become more efficient.