If you need to send SMS from Salesforce, you can either buy the ‘Digital Engagement’ add-on from Salesforce or go with a 3rd party solution like Twilio.
Unfortunately, Salesforce currently does not provide a trial version of the Digital Engagement. So in this blog post, we will take a look at how to use Twilio to send SMS from Salesforce. What is nice about Twilio is that it provides different ways to send SMS from a Salesforce Org. For example, you can
External Account Hierarchy (introduced in Salesforce Summer ‘20 release) allows the customers to share records between the community users of one company to community users of another company. This can be an extremely useful feature if your customers and/or partners have parent-child companies, and you want to share the child company records with the parent companies.
For example, let’s say that you have a dealer called “United Gas”, headquartered in Singapore. This dealer has subsidiary companies in UK, India, Thailand, Philippines etc. and you want to share the records created by community users of United Enterprises UK (subsidiary) with the community users of United Enterprises Singapore (HQ).
(The study guide has now been updated as per Salesforce Winter ’21 Release Exam Guide)
Looking for resources to help you clear the Sales Cloud Consultant Certification Exam? Here is a comprehensive study guide with links to resources to help you prepare for the exam. This study guide is based on the Exam Guide published by Salesforce (at URL https://trailhead.salesforce.com/credentials/salescloudconsultant ). The exam guide is divided into different topics and sections and to make things easier this guide has also been organized as per topics and sections and mentioned in the exam guide.
Salesforce CMS is a hybrid Content Management System. It was announced in Dreamforce ’19 and is generally available from Winter ’20. You can create and manage content from a single location, then use that in multiple places. It allows you to share content across communities, create content on Community by Community basis, and assign access roles to users to control who creates the content. It is available in both Lightning and Visualforce + Tabs Communities.