Consultants

A 60 Minutes Step-By-Step DIY Guide to Salesforce REST API for Non-Developers

Salesforce REST APINo kidding. Even if you are not a developer, you can still learn the basics of Salesforce REST API in just under 60 minutes. Here is a step-by-step do-it-yourself guide on how to make REST API calls and interact with Salesforce.

But first of all, what is Salesforce REST API? Here is a very simple explanation – Salesforce REST API allows you to interact with Salesforce from outside the Salesforce. That means that you can create/update/delete records in Salesforce from an external program. That means that you can issue a query to Salesforce and get the response. More

Step By Step Guide On Getting Started With Macros in Salesforce

Macros in SalesforceMacros can be a huge productivity booster for your end users and can provide a great user experience in using Salesforce. If you have used macros in Microsoft Excel, you already know what it is. Macros in Salesforce also works in the same manner. It helps users perform common, repetitive tasks in a single click. For example, with the click of a button, you can  

  • send an email to a lead or contact
  • update the status of one or more records
  • create a task for self and setup due date using relative dates
  • create an event (meeting) with Lead or Contact

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Step By Step Guide On Getting Started with Einstein Bots In Salesforce

Salesforce Einstein BotsA chatbot is an application that simulates human conversation, either aloud or via text message. Instead of having a conversation with a person, like a sales rep or support agent, a customer can have a conversation with a computer.

Chatbots can reduce the workload of support agents and free them from doing repetitive tasks. Requests like “What is the status of my order” or “please reset my password” can easily be answered/processed by a chatbot without involving a human. 

Bots can’t replace humans. But they can complement the support-chat experience, giving customers a friendly greeting and direct ways to get what they need—fast! 

Chatbot in Salesforce is named as Einstein Bots. 
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Step-by-Step Guide on Getting Started with Salesforce Surveys

How to Build, Send & Analyze Surveys in Salesforce in less than 30 Minutes

Salesforce Survey

“Feedback is the breakfast of champions.” – Ken Blanchard

And what will be a better way to collect feedback than sending Surveys. Salesforce Surveys was introduced in Spring 18 release. Using the Survey Builder point and click tool, you can create beautiful forms declaratively in no time. Then send them to your colleagues and customers to get their feedback. Upon its inception, it was included only in the orgs that had Health Cloud or Financial Services Cloud. If any customers didn’t have either of that, they could still create their first survey for free but had to purchase licenses for creating more surveys. But not anymore More

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