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Step By Step Guide On Using FormAssembly with Salesforce To Create Web Forms

How to create Public Web Forms with SalesforceOne of the common requirements in a Salesforce implementation is to create a public web form. For example, you may want to create a web form for your customers/partners to 

  1. Submit Enquiry
  2. Log a Complaint
  3. Register for an Event/Training/Workshop
  4. Request Callback
  5. … etc.

These web forms may need to be embedded in your existing websites/microsites or may need to exist standalone. And at the same time, you will also want the data to be saved in Salesforce so that all such requests received are in one central system and are properly tracked and responded to.

Sounds like a reasonable ask. So what are the different options that you can think of to meet this requirement? If you ask me, here is the list that I have come up with:

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How to Generate and Use QR Code in Salesforce

How to Generate & Use QR Code in SalesforceA QR code (stands for Quick Response code) is a type of two-dimensional barcode made up of matrix of dots. It contains information in strings of characters and can be scanned with a QR scanner or using your smartphone’s camera.  

QR Code was first introduced in 1994 by Japanese firm DENSO WAVE Inc. to address the limitations of the barcode that could hold approximately 20 alphanumeric characters only.

Initially designed for the automobile industry, it’s usage has expanded exponentially. It is now used by companies in many creative ways to connect with their customers

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How to Query/Report on Metadata in Your Salesforce Org

An Easier Way to Find Out about Metadata in Your Salesforce Org

As a Salesforce Admin or Consultant, you may want to find out about the metadata in your Salesforce Org from time to time. For example, how many custom objects are there, what are the fields in the custom objects, how many triggers are there in your org, how many of those are inactive, how many apex classes are there, how many of those are from managed packages and so on.

The most common way to find these things out will be logon to your Salesforce Org, navigate to setup, go to each of the sections individually  and then gather the information. But this is a labor-intensive,  manual and time-consuming exercise. There is a better way…
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Step-By-Step Guide On ‘Actions’ in Lightning Experience

Step-By-Step Guide On 'Actions' in Lightning Experience

I have written this blog post for a selfish reason. Even after working on Salesforce technology for a long time now, somehow I was always getting confused about ‘Actions’ in Salesforce. How to configure, where to configure, what are the different types, where do they appear, why are they not appearing etc..  Though I could make things work by trial and error, I had to repeat the whole process again on another project. So out of frustration (and a little bit of shame), I thought about finding out all about Actions that I need to know, organize my thoughts and document it as a blog post for my reference. And I do hope that it will serve you as well. So let’s get started…

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How to Add an Image to an Email Signature in Salesforce

Most of us have branded email signatures for our official email IDs in the email clients such as Outlook or Gmail. Even Salesforce provides a feature to add your Email Signature to personalize emails. Moreover, you will be delighted to know that you can make your signature visually appealing in Salesforce also just like other email clients. It’s a simple two-step process to add an image to an email signature in Salesforce. First, you upload the image in Files and then add the image URL to your email signature. That’s it. Now let’s take a look at it step-by-step.

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