Consultants Archives - Ashish Agarwal - Salesforce.com Architect & Blogger

Step By Step Guide to Setting Up Web-to-Lead & Web-to-Case in Salesforce with reCAPTCHA

February 25, 2020

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.

Step By Step Guide to Importing Articles in Salesforce Knowledge

February 18, 2020

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.

A Step by Step Guide to Setting Up Email-To-Case in Salesforce

February 4, 2020

Turn Support Emails into Cases Automatically with On-Demand Email-To-Case

Email-to-case feature in Salesforce enables you to convert the emails received at your support email address into cases. You can then inject these emails-turned-cases in your organization’s customer support queue and follow a systematic approach to track & resolve it.

Here is how the process works

Step By Step Guide To Getting Started with Salesforce CMS

January 21, 2020

Salesforce CMS

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.

How to Integrate Document Management System with Salesforce using Salesforce Files Connect

January 14, 2020

Surface files from Google Drive, SharePoint, Quip or Box inside Salesforce

Salesforce Files Connect

With Files Connect, Salesforce users can access, share, and search files stored externally (in systems like Google Drive, SharePoint, Quip or Box) from inside Salesforce. Setup process to connect to each external data source is different and it varies by each data source.

Google Drive is most common use case for Files Connect as lot of small and medium size organizations are using Google suite of business apps to run their business. Hence, for the purpose of this blog post, I’ll walk you through how to connect to Google Drive using Files Connect. Once connected, you can use your Google Drive files in Salesforce to attach to records and share with your colleagues.

There are two important points that you need to note with regards to Salesforce Files Connect