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We covered Apex class and method by writting a demo code on a custom object in the previous article Apex Class – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). This code will be called by the Apex Trigger to make changes in a newly inserted record using the method explained in the apex class.…
In the previous article, we learned about the basics of Apex Apex – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). This article presents the step by step procedure of creating a simple Apex class and method on a custom object and custom field. The prerequisites can be either one of the following. A Salesforce…
Email marketing is one of the most effective channels for boosting business opportunities. This article discusses the possibilities of Automated Email Campaigns in Jungo/Salesforce. Marketing automation can accelerate business growth tremendously with the adoption of marketing campaigns. Email campaigns are core components of automation as the customer moves through the buying process. The content and…
This article covers the various aspects of user management a salesforce administrator must handle in his organization. It gives a brief idea on how to configure user permissions, other user settings like roles, groups etc, how to create, edit and maintain existing user records in Salesforce. Let us get into the details of Managing Users…
Data modelling helps us make sense of the data residing within the system. It aids to establish specific relationships between Salesforce objects and fields. So far we have discussed about Standard Objects, Custom objects, some common standard fields and the configuration of custom fields for custom and standard objects. In this article, we will discuss…
Every Salesforce administrator has the responsibility to set up his organization by adding users and managing data access. The data sharing design provided by salesforce is highly flexible to admins to control data access by the users. By exposing different users to the data only relevant to them can thereby enhance the security of the…
Dashboards help salesforce administrators to bring data into life for the help of their users. They are visual representations that display key performance indicators of reports. When Jungo users need to get the insights from the reports at a glance, dashboards are of great convenience. In Salesforce/ Jungo, dashboards can be created and edited using…
Reports are powerful analytical tools offered by Salesforce/Jungo to help users organize, view and analyze data. Reports help to predict trends and make decisions. In Salesforce, reports can be easily generated in different style in a short time to provide a quick reference to the large bulk of data in the org. This article…
Salesforce/Jungo Bombbomb integration can easily record and send video messages to the clients anytime. This article discusses the various aspects of Jungo Bombbomb Integration. What is Bombbomb? • Bombbomb is an online video messaging platform which help businesses build relationships with their customers through digital channels.• Makes face to face communication trouble free.• Helps record,…
There are a wide range of campaigns available in Salesforce (Ex. Automated SMS campaign in Salesforce/Jungo ). Based on the needs of the marketers, salesforce objects can be customized for the desired marketing campaign. This can be done by doing a few configurations in Jungo. For assisting business augmentation through marketing campaigns, Salesforce provides various…