Salesforce report URL hacking

In this article, let’s delve into Salesforce report URL hacking. While this technique isn’t officially developed by Salesforce, it’s a favourite among admins for its ability to manipulate report filters via URL parameters. Essentially, it allows users to open a report with preset filter values, eliminating the need for multiple reports or cloning. URL hacking…

How to manage leads in Salesforce Part I

Managing leads in Salesforce involves efficiently capturing, nurturing, and converting potential customers into opportunities. Salesforce provides a comprehensive Lead Management system that allows users to track and analyze leads throughout the sales cycle. This involves creating and customizing lead records, assigning leads to the right sales representatives, implementing lead scoring, and utilizing automation tools to…

HOW TO BUILD EINSTEIN BOTS IN SALESFORCE- PART 3

In our previous articles we have covered the initial steps to set up Einstein chat bot. We have already set up the Chat Agent Guided setup Flow.  In this article, we will cover ‘How to Build Einstein Bots in Salesforce-Part 3’. Embedded Service Deployment set up To configure the Embedded Service Deployments, navigate to Setup-Embedded…

HOW TO BUILD EINSTEIN BOTS IN SALESFORCE- PART 2

Salesforce Guided Setup flow for Chat set up involves several steps.It includes implementing Omni-Channel routing for chats, configuring the Chat Console, and integrating Embedded Service. This article is the second part of ‘how to build Einstein bots in Salesforce’. Check out our blog How to build Einstein Bots in Salesforce- Part 1 – Mortgage Banking…