If you are using Salesforce Community, you can change the community URL to be your branded URL. For example, when you create a community on Salesforce, by default the URL is going to be something like <name>.force.com or let’s say asagarwal.force.com. But you can change this to customers.asagarwal.com or whatever that you want it to be as long as you own that domain. And it is really simple to achieve this (say about 10-15 minutes effort or less)
Use Delegated Administration in your Salesforce Org to grant a group of users the privileges to create/manage users within their own department or Business Unit without giving them System Admin privileges.
Delegated Administration, as the name suggests, means delegating some of your administrative duties to others. More
There are quite a few Monitoring & Auditing tools in Salesforce to help you keep your Salesforce org healthy, secure, operational & efficient. With these tools, Admins and developers can monitor the configuration and usage and troubleshoot errors. Also they can report & block unusual user activity and/or set up notifications.
If you’ve ever watched a movie with a superhero, they usually manage to pull out the best gadgets at the right time. More
Salesforce offers a few ways to marry the emails, contacts and calendar from your email application to Salesforce. This means that you can surface the data from your email application to Salesforce and vice versa. This offers a few benefits like having a more complete picture of the customer inside CRM, information becoming visible to the wider team in your Salesforce Org, less switching between the applications, better productivity, better collaboration internally and with the customer etc.
The different options available for this integration are
- Email to Salesforce (Free)
- Outlook Integration / GMail Integration (Free)
- GMail Integration and Sync / Outlook Integration and Sync (Free)
- Einstein Activity Capture (Free for upto 100 Users)
- Salesforce Inbox (Paid)
- 3rd Party Products on AppExchange (Paid)
In one of our previous blog posts, we learnt how to generate pixel-perfect documents from Salesforce using Conga Composer. Now let’s go a step further. Let’s say that the documents that you are generating from Salesforce is a Contract and you need to get it signed by the customer.
Traditionally it will be done by printing the document & mailing it to your customer (with those colorful ‘Sign Here’ labels) where the customer will sign it and mail it back. And then you will probably scan it and store it your system. Elapsed time = 5 days (I am being toooo optimistic here). More