How to Build an App: Custom App Builder

You do not have to be a programmer to know how to build an app. With Salesforce Platform, anyone in your company can build apps without writing a single line of code. What might normally take weeks for a high paid developer to code can take minutes with Salesforce’s custom app builder. The App Builder Wizard guides you through the process as

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How to Improve Customer Satisfaction

5. Manage productivity — it also includes agent productivity tools to help with organization and time management. Customer satisfaction is about more than just retaining customers. It is about taking pride in your brand. When your business cares about how to …

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The Complete Guide to Building a Sales Forecast

Building a sales forecast is both an art and a science. Accurate sales forecasts keep your leaders happy and your business healthy. In this guide, we’ll explain everything you need to know about sales forecasting – so you can get a clear picture of your company’s projected sales and keep everyone’s expectations on track.

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How to Improve Customer Service

Improve the experience for everyone. Altering your company’s culture and upgrading your technology to improve customer service will reverberate throughout your organization in many positive ways. Employees and customers will be happier, more engaged, and more likely to stay with your company. Now that you know how to improve customer service

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How to Safely Reopen Your Business

Chapter 1: How to Decide When to Reopen Your Business. We can’t tell you exactly when the right time to reopen your business will be, but we can share a framework for how to make the decision based on your unique circumstances. In March, Salesforce shut down all of our offices for the approximately 50,000 employees we have around the world.

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How To Improve Team Efficiency and Productivity Salesforce

Frequent positive feedback is associated with increased creativity among employees. Don’t forget to recognize and celebrate your team’s failures and applaud their willingness to take a calculated risk. Failure is an opportunity to learn, grow, evolve, and become more productive long-term.

salesforce.com/blog/improve-team-efficiency-productivity/

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How to Make a Design Framework to Structure Your Project

Organize the categories visually into a diagram. The second step in creating a good framework is to develop a way to represent the list visually. While a talented designer can add tremendous value to communication power of the framework, there are a number of simple ways to organize a list. The first approach is to use a simple table.

salesforce.com/workdifferently/articles/how-to-design-framework/

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10 Effective Ways to File Complaints About a Company

Yes, you can. Check out 10 effective ways and online destinations to file complaints that a company will pay attention to. 1. Go to the company website. The first thing you should do is go to the company website and contact customer service with an explanation of what happened. Don’t go in expecting a lot, but if you received rude service

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Trailhead The fun way to learn

Everyone can learn Salesforce. Whether you are an admin, user, or developer, there is a trail for you.

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Salesforce Developers

Learn about Salesforce Apex, the strongly typed, object-oriented, multitenant-aware programming language. Use Apex code to run flow and transaction control statements on the Salesforce platform. Apex syntax looks like Java and acts like database stored procedures. Developers can add business logic to most system events, including button clicks, related record updates, and Visualforce pages.

developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_scheduler.htm

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7 Subtle Yet Powerful Ways to Build Stronger B2B

Set up in-person or virtual meetings with individual members as needed. Have an open line of email communication for feedback that may come up outside of a meeting. 4. Grow your most successful customer segments. Aggressive growth numbers are every B2B company’s dream, but sometimes, it’s better to take things slowly.

salesforce.com/ca/blog/2015/06/build-stronger-b2b-relationships.html

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8 Tips For a Great Effective Sales Pitch Salesforce

In the meantime, leverage customer and product research and use that knowledge in handling objections. 7. Listen to understand, not just to reply. Your sales pitch’s job is to kickstart a meaningful conversation centered on how you can help solve a problem your buyer is struggling with.

salesforce.com/blog/how-to-make-a-good-sales-pitch-8-tips-to-give-you-an-edge/

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How to Build Apps: Learning How To Make an App

Learning how to build an app can feel like a daunting task, especially if you have no experience programming or writing code. But with your customers and employees turning more and more toward mobile devices, apps are a necessity.

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How to Bulkify trigger Code

Hi Amit, I have a doubt in bulkifing the code for after insert. Let me explain the sceanrio. Informatica is uploading opportunities records around 250 in sfdc.

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Maps of sObjects Apex Developer Guide Salesforce

Learn about Salesforce Apex, the strongly typed, object-oriented, multitenant-aware programming language. Use Apex code to run flow and transaction control statements on the Salesforce platform. Apex syntax looks like Java and acts like database stored procedures. Developers can add business logic to most system events, including button clicks, related record updates, and Visualforce pages.

developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_map_sobject.htm

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Interfaces Apex Developer Guide Salesforce Developers

Learn about Salesforce Apex, the strongly typed, object-oriented, multitenant-aware programming language. Use Apex code to run flow and transaction control statements on the Salesforce platform. Apex syntax looks like Java and acts like database stored procedures. Developers can add business logic to most system events, including button clicks, related record updates, and Visualforce …

developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_interfaces.htm

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Top 10 Tips for Building a Successful and Scalable Sales

Ten Essential Tips for Building a Successful and Scalable Sales Team. Here are Matt's top ten tips that you can use to ensure your sales team is ready to grow your business – and grow as a team at the same time. 1. Hire right – choose the same successful sales person every time. When building a sales team, most companies like to hire mainly

salesforce.com/uk/blog/2016/03/ten-tips-for-building-a-successful-and-scalable-sales-team.html

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How To Integrate Salesforce With PHP

I am able to integrate Salesforce and PHP using PHP toolkit provided Salesforce. Our PHP team is able to push data from PHP into Salesforce successfully. Just wanted to know how to sync data between PHP and Salesforce using PHP toolkit, i.e., if some changes are made in the records at Salesforce end, then same should be reflected at PHP end

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The 6 Ways CRM Helps Improves Business Performance for

A CRM system can help you improve business performance by: Improving sales efficiency: Prioritize leads and opportunities that are highly likely to convert and close based on customer interactions with your company. Boosting sales effectiveness: Know which customers are engaged and the right time to reach out for optimal response.

salesforce.com/crm/what-is-crm/how-crm-improves-business/

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How to Generate Leads: 10 Lead Generation Strategies

In many ways, sales is a game of chance, and many people struggle understanding how to generate leads. Figuring out how to generate leads can be a tough task, but it doesn’t have to be if you create your luck and follow proven best practices.

salesforce.com/products/sales-cloud/resources/improving-sales-lead-generation/

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8 Tips To Be a Good Salesperson

That way, you’re more disciplined with your time and resources. 6. Use every conversation to add value. Make good use of customers’ and your own time by adding value at every touch point. If you don’t have valuable information and insights to add to that email or video call, wait to communicate until you do.

salesforce.com/blog/habits-worlds-most-successful-salespeople/

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How to Conduct Thorough Market Research for Your Startup

How Much It Costs to Conduct Market Research. According to Vernon Research Group, generally speaking, you can expect to spend between $4,000 and $6,000 per focus group, between $15,000 and $35,000 on consumer research, and up to $50,000 for business-to-business research. Market research typically isn’t inexpensive.

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V2MOM: Vision, Values, Methods, Obstacles, & Measures

Success depends on constant communication and complete alignment. We’ve been able to achieve both with the help of a management process I developed a number of years ago called the V2MOM, which stands for: Vision, Values, Methods, Obstacles, and Measures. In this article, I’d like to share why I think the V2MOM alignment process is critical

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Custom Permissions Salesforce Security Guide

Custom permissions let you define access checks that can be assigned to users via permission sets or profiles, similar to how you assign user permissions and other access settings. For example, you can define access checks in Apex that make a button on a Visualforce page available only if a user has the appropriate custom permission.

developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/custom_perms_overview.htm

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How to integrate Salesforce with external systems

How to integrate Salesforce with external systems. 1. Number of ways to connect to an External System from Salesforce (As we need to connect to the external system, get required data from the external system and use that data in the Salesforce application) and. 2. Finalizing the feasible/suitable approach of the above.

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validation formula for an empty picklist

I think what you're actually getting at is: AND (Extension_Date__c <> null, ISPICKVAL (Extension_Reason__c,"")) This will return true if the extension date is specified but nothing is specified in Extension Reason (or if something is in Extension Reason and nothing is in Extension Date). No IF required. May 2, 2008.

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5 Tips for Overcoming Objections in Sales

Editor’s note: This article is among our most popular, so we’ve updated it recently to keep things fresh. Arguably the toughest aspect of any sales position is overcoming sales objections.Whether you offer a service or are a small retail business, today’s buyers are more discerning than ever.

salesforce.com/blog/overcoming-sales-objections-5-tips-to-try/

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How to Calculate Customer Churn Rate and Revenue Churn

To determine the percentage of revenue that has churned, take all your monthly recurring revenue (MRR) at the beginning of the month and divide it by the monthly recurring revenue you lost that month — minus any upgrades or additional revenue from existing customers. Do not include new sales in the month, as you are looking for how much total revenue you lost.

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How To Deliver A Winning Pitch At Hackathons Salesforce

To assist teams put their best foot forward, I’ve listed some simple strategies on how to deliver a winning pitch at hackathons: 1. Assign a speaker, and a demo driver. Pitches are typically short, 2-3 minutes. Assign a single speaker from your team to be the pitch person. I know it’s a team project, but the best thing for your team to do

developer.salesforce.com/blogs/developer-relations/2014/07/deliver-winning-pitch-hackathons.html

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How To Write Search Engine Optimization (SEO) Content

Target your content keywords. First, do your keyword research, and then choose the most relevant target keyword for your content. Think about what your reader might enter into that empty search box and let that guide your choice. This short phrase (for example, the keywords for this story include “seo writing” and “seo content”) will be

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How To Launch Headless Commerce Salesforce

1. Freedom of expression. To enable rich, immersive shopping experiences that customers crave, retailers and brands need the flexibility to build unique experiences. By separating the storefront from the backend, brands aren’t restricted to commerce templates, and they have the freedom to seamlessly blend together commerce, content

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How To Make an Emergency Business Comms Plan The 360 Blog

Establish a parallel approach designed to inform customers and employees in equal measure as appropriate. 3. Offer a shoulder to lean on. Show your humanity with an authentic, sensitive response. For example, CVS is waiving prescription medicine delivery fees during the pandemic. Small businesses are also stepping up.

salesforce.com/blog/customer-communication-crisis/

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How to Generate, Qualify, and Manage Sales Leads A

Lead generation requires both hard and soft skills to be successful. Modern customers have so many more options and access to as much information as they want. With cold-calling dying out, today's businesses generate new leads by building a strong online presence because that's where customers are looking for information to help them with their buying decisions.

salesforce.com/products/guide/lead-gen/salesforce/

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Your List of the Most Important Customer Service Skills

Great customer service is the holy grail of business. Once you have it, it seems like it has the power to reveal all the secrets of success. Providing flawless service, however, is not always easy.

salesforce.com/products/service-cloud/best-practices/important-customer-service-skills-list/

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How to make field read only in flow

Late answer but still valid for future visitors: Only possible way out is to create a separate lightning flow with field outputs on-screen elements (without input elements).

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Testing Apex Callouts using HttpCalloutMock Salesforce

The Winter ’13 release added a couple of new features for testing Apex callouts. Specifically, developers can now either. Use a Static Resource to save the test response (e.g. a JSON text file) and then use the StaticResourceCalloutMock or MultiStaticResourceCalloutMock system classes to test one or more callouts, or Implement one of two new interfaces: HttpCalloutMock, for HTTP …

developer.salesforce.com/blogs/developer-relations/2013/03/testing-apex-callouts-using-httpcalloutmock.html

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How to return class wrapper values back to apex from LWC

1: Add a button (Save/Update) that would call my Apex program imperatively, passing the list back to it. The button would fire a Javascript function which would do the following. 2: Using the concept of draft values, the function would read the list and only pass back to …

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When They Don’t Respond, Here’s How You Write a Follow-Up

Put specific details in your subject line. Understanding how to write a follow-up email after no reply means understanding that you need to be as helpful as possible to the recipient. You have value to deliver to your recipient, so don’t hide it in the body of your email. Announce it in the subject line. Just as journalists don’t want to

salesforce.com/products/marketing-cloud/best-practices/follow-up-email-tips/

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What is a Sales Pipeline

A sales pipeline is a visual representation of where potential customers are in a business' defined sales process. Sales pipelines allow the company to estimate how much business your sales organization can expect to close in a given time frame. With that knowledge, the business can also use that same pipeline to estimate incoming revenue from closed deals, and when they're expected to arrive.

salesforce.com/products/guide/lead-gen/sales-pipeline-management/

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Sample Account Address Validation Rules Examples of

Validates that the account Shipping Zip/Postal Code is in 99999 or 99999-9999 format if Shipping Country is USA or blank. This example interprets a blank country as US. To use this example with other countries, remove the clause that checks the length of the country field. Also, validation rule criteria are case sensitive, so this rule is only

developer.salesforce.com/docs/atlas.en-us.usefulValidationRules.meta/usefulValidationRules/fields_useful_validation_formulas_account_address.htm

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LIMIT SOQL and SOSL Reference Salesforce Developers

LIMIT is an optional clause that can be added to a SELECT statement of a SOQL query to specify the maximum number of rows to return. The syntax for LIMIT is: SELECT fieldList. FROM objectType. [WHERE conditionExpression] [LIMIT numberOfRows] For example: SELECT Name. FROM Account.

developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_limit.htm

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MQL to SQL: Your Lead Qualification Checklist

Once you have that information, a thorough lead qualification process can help you streamline your approach in converting Marketing Qualified Leads (MQLs) to Sales Qualified Leads (SQLs). First, it’s important to define a lead. This could be a prospect who registered for your webinar, downloaded a white paper, or signed up for a product demo.

salesforce.com/ca/hub/marketing/mql-to-sql/

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How to Calculate Recurring Revenue

According to Investopedia, recurring revenue is “the portion of a company's revenue that is expected to continue in the future. Unlike one-off sales, these revenues are predictable, stable and can be counted on to occur at regular intervals going forward with a relatively high degree of certainty."

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apex:selectList Visualforce Developer Guide Salesforce

apex:selectList. A list of options that allows users to select only one value or multiple values at a time, depending on the value of its multiselect attribute. Use this component to get user input for a controller method that does not correspond to a field on an sObject. Only <apex:inputfield> and apex:outfield can be used with sObject fields.

developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_compref_selectList.htm

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