Salesforce Customer Contact Requests is another cool feature to enhance your customers experience in dealing with your company. It lets your customers submit a request for someone to get back to them. This way, there is no need for the customers to call your company, be kept on hold and wait endlessly. You can now flip it on its head call them up instead. All they have to do is fill out a form online and submit.
COVID-19 pandemic has affected almost every country and business in the world. We are living in unprecedented times. Many of us are fortunate to be still working from our home, thanks to the nature of our job. Others, whose job role cannot be fulfilled remotely have no other option than to #StayHome. In this case, you can set up Out of Office in Salesforce also apart from your Email client.
Turn your website inquiries and complaints into Salesforce Leads and Cases
Every business, small or large, has a website nowadays. It can be a basic 5 page website or a comprehensive one including various details about business, products, careers etc. A company’s website is probably the first place anyone will go to, if they want to know more about the products or log a complaint.
To make it easier for the companies to integrate their website with CRM, Salesforce provides two cool features – web-to-lead & web-to-case. Let’s briefly learn what these are and what we can do with it.
If you are implementing Salesforce Knowledge, one of the things that you may want to do is to import knowledge articles rather than creating it one by one in Salesforce. Importing knowledge articles is different than importing records in a standard/custom object using a data loader tool and is a bit tricky. But don’t worry. Now, here is a step by step guide to walk you through the entire process and make it a breeze.
How do you connect to Salesforce from an external application, say, for example Java? If you Google for the information, you will quickly learn that Salesforce provides different methods and different APIs. But what you will probably not find is a step-by-step guide teaching you exactly how to do it. In this blog post, I have stitched together a complete step-by-step instructions with screenshots on how to download, install, configure and use Salesforce REST API to connect from a java program and execute some basic transactions (query, insert, update, delete records). In less than 45 minutes, you will have a fully functional java program that will connect to Salesforce and execute transactions in Salesforce.