This presentation is an introduction to SalesForce1 mobile platform. You can find some demos of Customizing the navigation menu, Creating new compact layout and creating global actions.
Key Benefits Of Salesforce Mobile ApplicationsCloud Analogy
The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company's CRM data from a phone or tablet. We have shared the key benefits of Salesforce Mobile Applications in this presentation. Have a look for detailed information.
It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns.
By catering to an array of business organizations, Salesforce has built a niche in the CRM industry.
For more: https://docmation.com/why-salesforce-commerce-cloud/
How To Integrate Salesforce With OutlookCloud Analogy
In today’s time, sales representative spend much time and effort on menial tasks like data entry, moving and maintaining data in two places and switching back to Salesforce org for managing emails and inbox to access and gather all the relevant information about a prospect, leads, and opportunities. To increase the efficiency and productivity of Sales reps, Salesforce for Outlook has been the best solution for enabling your reps to maintain data in Outlook and Salesforce and manage their sales more effectively.
When Marketo Programs meet Salesforce Campaigns [Infographic from LeadMD]LeadMD
Ever wonder how Marketo and Salesforce.com sync up?
Well, wonder no more!
In this infographic LeadMD shares how areas like channels and types work together and even what doesn't sync between the two platforms.
Get ready for the full scoop on how data from any Marketo Program syncs directly to its SFDC Campaign counterpart in this best practice infographic.
Find more content at www.leadmd.com/marketplace
Data Management and Migration in SalesforceSunil kumar
This document discusses data management and migration in Salesforce. It covers essential topics like record IDs, object relationships, modifiable system fields, using upsert to insert or update records using external IDs, and tools for data management including the Bulk API and Data Loader. The Bulk API allows high volume loading of data into Salesforce in parallel to improve throughput. The Data Loader can use either the SOAP API or Bulk API and supports functions like import, export, and deleting large numbers of records.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Quick Start to Field Service Lightning, Paweł DobrzynskiCzechDreamin
Have you ever wondering what Field Service Lightning is about? And why it is the fastest growing product in Salesforce portfolio? Come to the session, buckle-up and learn how Salesforce FSL helps solving common issues that are faced by organisations with mobile workers.
In this 2.5 hour hands-on workshop, you will have a chance to configure field service workforce and schedule your first appointments. We will focus on the base concepts of Field Service Lightning that will give you a fair understanding of this solution and set a ground for further learning if you decide to extend your knowledge.
Key Benefits Of Salesforce Mobile ApplicationsCloud Analogy
The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company's CRM data from a phone or tablet. We have shared the key benefits of Salesforce Mobile Applications in this presentation. Have a look for detailed information.
It is a B2B Marketing Automation tool which help marketing teams to attract, convert and retain customers. It comprises of Automation Rules, Completion Actions and Engagement campaigns.
By catering to an array of business organizations, Salesforce has built a niche in the CRM industry.
For more: https://docmation.com/why-salesforce-commerce-cloud/
How To Integrate Salesforce With OutlookCloud Analogy
In today’s time, sales representative spend much time and effort on menial tasks like data entry, moving and maintaining data in two places and switching back to Salesforce org for managing emails and inbox to access and gather all the relevant information about a prospect, leads, and opportunities. To increase the efficiency and productivity of Sales reps, Salesforce for Outlook has been the best solution for enabling your reps to maintain data in Outlook and Salesforce and manage their sales more effectively.
When Marketo Programs meet Salesforce Campaigns [Infographic from LeadMD]LeadMD
Ever wonder how Marketo and Salesforce.com sync up?
Well, wonder no more!
In this infographic LeadMD shares how areas like channels and types work together and even what doesn't sync between the two platforms.
Get ready for the full scoop on how data from any Marketo Program syncs directly to its SFDC Campaign counterpart in this best practice infographic.
Find more content at www.leadmd.com/marketplace
Data Management and Migration in SalesforceSunil kumar
This document discusses data management and migration in Salesforce. It covers essential topics like record IDs, object relationships, modifiable system fields, using upsert to insert or update records using external IDs, and tools for data management including the Bulk API and Data Loader. The Bulk API allows high volume loading of data into Salesforce in parallel to improve throughput. The Data Loader can use either the SOAP API or Bulk API and supports functions like import, export, and deleting large numbers of records.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Quick Start to Field Service Lightning, Paweł DobrzynskiCzechDreamin
Have you ever wondering what Field Service Lightning is about? And why it is the fastest growing product in Salesforce portfolio? Come to the session, buckle-up and learn how Salesforce FSL helps solving common issues that are faced by organisations with mobile workers.
In this 2.5 hour hands-on workshop, you will have a chance to configure field service workforce and schedule your first appointments. We will focus on the base concepts of Field Service Lightning that will give you a fair understanding of this solution and set a ground for further learning if you decide to extend your knowledge.
An introduction to Salesforce Commerce Cloud Development, this talk has been presented at Dreamforce, Melbourne Developer Group & Hyderabad Developer Groups in year 2018
A complete Salesforce implementation guide on how to implement SalesforceSoftweb Solutions
This document provides a guide to successfully implementing Salesforce. It outlines 5 key steps: 1) Plan and prepare which includes building an implementation team, setting metrics, designing system architecture and establishing timelines. 2) Setup and customize Salesforce CRM including building a prototype and deciding customization levels. 3) Deploy Salesforce CRM by adding users, defining access, importing data, and preparing for go-live. 4) Drive user adoption and 5) Maintain the system ongoing. Prerequisites, best practices, and common mistakes are also discussed to help ensure a smooth and successful Salesforce implementation.
Here we share our selection of the highlights we’ve identified in the Salesforce Winter'23 Release Notes. Check out this presentation to get all the details.
SharePoint Tips and Tricks you cannot live withoutGregory Zelfond
The document outlines 10 SharePoint hacks that cannot be lived without. It describes quick edit, version control, editing documents online, library/list search boxes, drag and drop functionality, security group permission lookups, drop-down navigation, enterprise keywords, managed metadata, and metadata navigation. For each hack, it provides the business benefit and instructions for how to implement it in SharePoint. The document encourages reaching out if any additional help is needed with SharePoint configuration, customization, migration, implementation strategy, training, user adoption, or governance.
Customize the New Salesforce Mobile App with Lightning App BuilderSalesforce Admins
The document discusses the new Lightning Experience on the Salesforce Mobile App. It provides an overview of the upgraded user experience with Lightning Apps and navigation. It describes how users can now customize mobile record pages and experiences using the Lightning App Builder without code. The presentation outlines the steps for rolling out the new mobile app, including enabling permissions, upgrading the mobile app, and announcing to users. Resources like Trailhead and the Mobile Week videos are provided to help administrators get started with customizing the new mobile experience.
This document provides an overview of Field Service Lightning. It begins by defining field service and why it is important. It then discusses the core components of Salesforce Field Service Lightning including the data model, dispatch console, intelligent scheduling and optimization features, and the field service mobile app. Key capabilities like routing appointments, customizing views, accessing offline data, and collaborating with Chatter are highlighted. Trailhead links are provided at the end for learning more about field service basics and supercharging Field Service Lightning.
Omni is all about getting the right work to the right person at the right time.
Omni Channel routes the work based on relative priority.
Omni-Channel directly will not pick the object records. It only picks the records of the objects which are routing enabled in Service Channel.
Omni-channel treats any record as work items, irrespective of which object record it is!
Work item which comes into omni channel is routing enabled.
Omni Channel supports Cases, Leads and Custom objects that don’t have a master object.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
In this slide we explain about the Marketing cloud April 19 Release .
1: Einstein Engagement Frequency
2:Content Builder
3:Email Studio
4:Distributed Marketing
5:Journey Builder
6:Advertising Studio
7:Social Studio
8:Datorama Connector for Marketing Cloud
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Salesforce Service Cloud is a customer relationship management platform for customer service and support. It allows companies to manage customer requests across channels like email, phone, social media, and live chat. Key features include case management, entitlements, knowledge base, service console, and multi-channel support. However, there are limitations such as email and web-to-case limits, file transfer restrictions in live chat, and feature gaps in lower editions.
Salesforce provides powerful reporting and dashboard tools to visualize and analyze data stored in objects. There are three types of reports - tabular, summary, and matrix - with summary and matrix reports able to generate dashboards. Dashboards provide graphical representations of report data through various chart types like columns, bars, lines, and can be refreshed automatically or on a schedule. While Salesforce reporting is robust, there are some limitations around advanced analysis, customization, and integrating external data.
The document introduces Salesforce Shield, which provides new services to help customers build trusted applications securely and fast. It describes the analytics and actions capabilities of Event Monitoring within Salesforce Shield. Event Monitoring allows customers to gain visibility into user actions, generate security policies from analytics, and automate real-time actions from those policies. An example is provided around limiting concurrent login sessions using Event Monitoring's analytics to understand login behaviors and its actions to enforce session constraints.
A Comprehensive Guide to Salesforce Field Service Cloud Analogy
Salesforce Field Service Lightning (FSL), one of the finest products for field workers and technicians within the Salesforce CRM. You will get to know about all the details related to Salesforce Field Service in these slides.
The document provides an introduction to Apex triggers in Salesforce, explaining that triggers are custom code that automatically executes in response to create, update, or delete events on objects. It discusses when triggers should be used compared to other options like workflow rules, and gives examples of how triggers could be used to automatically create related records or send emails in response to events. The document also covers best practices for testing and deploying trigger code to production environments.
Pardot is Salesforce's B2B marketing automation solution that allows businesses to automate marketing activities and unite their marketing and sales departments. The document provides instructions on integrating a Pardot account with Salesforce, including setting up the connector and configuring both systems. It also covers various Pardot tools like automation rules, segmentation rules, dynamic lists, engagement programs, and email marketing capabilities. Reporting options in Pardot are mentioned at the end.
The document discusses Salesforce's no code data model, including the different types of objects like standard, custom, external, and big objects that make up the data model. It also covers the different field types, relationship types like master-detail and lookup relationships that can exist between objects, and how record types allow different views of the same data. The data model in Salesforce can be created and configured both declaratively through the user interface and programmatically using code.
In Salesforce, the foundation of reporting is the retrieval of an organization's data. If your data is not retrieved efficiently, your reports can be incredibly slow and might time out, which will frustrate your users. Join us to learn the techniques every expert architect should know in order to build reports that fly--and to ensure that your data is at your users fingertips. We'll spend the vast majority of our time covering specific performance-related techniques, such as using reporting governance, as well as what you need to know about the Force.com query optimizer to write reports that are both fast and selective. Note that this session assumes you already understand the basic principles behind building queries and reports.
How to tackle the complex problem of merging two or more Salesforce.com instances. The challenges and benefits of a single org. Establishing the right project team. Systems review, data considerations, migration strategy, migration tools. When to use the data loader, metadata API. How to handle duplicate records. Post go-live clean up.
The document discusses how five companies - Philips, Oppenheimer Funds, Talent Plus, Inc., Verizon, and Teach For America - are seeing impressive results from using the Salesforce1 Mobile App. It provides examples of how each company's sales teams, employees, and leadership are able to stay informed, collaborate, and take action from anywhere by accessing up-to-date customer data and dashboards on the mobile app. This allows them to better engage with customers, adapt to changing circumstances, and make faster decisions to drive their businesses forward in a mobile-centric world.
Salesforce1 Adoption Workshop - Silicon Valley User GroupDeepa Patel
This document summarizes a Salesforce1 Mobile App workshop. It includes:
1. An overview of the workshop agenda which covers the anatomy of the Salesforce1 app, getting started in your org, configuring the left navigation menu, and creating publisher actions.
2. A section on the anatomy of the Salesforce1 app, highlighting features like accessing CRM data, customizations, AppExchange apps, custom apps, notifications, feeds, hybrid user interface, and custom publisher actions on mobile.
3. A section on getting started in your org, including ensuring the correct connected app, notification, and mobile browser permissions are enabled.
An introduction to Salesforce Commerce Cloud Development, this talk has been presented at Dreamforce, Melbourne Developer Group & Hyderabad Developer Groups in year 2018
A complete Salesforce implementation guide on how to implement SalesforceSoftweb Solutions
This document provides a guide to successfully implementing Salesforce. It outlines 5 key steps: 1) Plan and prepare which includes building an implementation team, setting metrics, designing system architecture and establishing timelines. 2) Setup and customize Salesforce CRM including building a prototype and deciding customization levels. 3) Deploy Salesforce CRM by adding users, defining access, importing data, and preparing for go-live. 4) Drive user adoption and 5) Maintain the system ongoing. Prerequisites, best practices, and common mistakes are also discussed to help ensure a smooth and successful Salesforce implementation.
Here we share our selection of the highlights we’ve identified in the Salesforce Winter'23 Release Notes. Check out this presentation to get all the details.
SharePoint Tips and Tricks you cannot live withoutGregory Zelfond
The document outlines 10 SharePoint hacks that cannot be lived without. It describes quick edit, version control, editing documents online, library/list search boxes, drag and drop functionality, security group permission lookups, drop-down navigation, enterprise keywords, managed metadata, and metadata navigation. For each hack, it provides the business benefit and instructions for how to implement it in SharePoint. The document encourages reaching out if any additional help is needed with SharePoint configuration, customization, migration, implementation strategy, training, user adoption, or governance.
Customize the New Salesforce Mobile App with Lightning App BuilderSalesforce Admins
The document discusses the new Lightning Experience on the Salesforce Mobile App. It provides an overview of the upgraded user experience with Lightning Apps and navigation. It describes how users can now customize mobile record pages and experiences using the Lightning App Builder without code. The presentation outlines the steps for rolling out the new mobile app, including enabling permissions, upgrading the mobile app, and announcing to users. Resources like Trailhead and the Mobile Week videos are provided to help administrators get started with customizing the new mobile experience.
This document provides an overview of Field Service Lightning. It begins by defining field service and why it is important. It then discusses the core components of Salesforce Field Service Lightning including the data model, dispatch console, intelligent scheduling and optimization features, and the field service mobile app. Key capabilities like routing appointments, customizing views, accessing offline data, and collaborating with Chatter are highlighted. Trailhead links are provided at the end for learning more about field service basics and supercharging Field Service Lightning.
Omni is all about getting the right work to the right person at the right time.
Omni Channel routes the work based on relative priority.
Omni-Channel directly will not pick the object records. It only picks the records of the objects which are routing enabled in Service Channel.
Omni-channel treats any record as work items, irrespective of which object record it is!
Work item which comes into omni channel is routing enabled.
Omni Channel supports Cases, Leads and Custom objects that don’t have a master object.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
In this slide we explain about the Marketing cloud April 19 Release .
1: Einstein Engagement Frequency
2:Content Builder
3:Email Studio
4:Distributed Marketing
5:Journey Builder
6:Advertising Studio
7:Social Studio
8:Datorama Connector for Marketing Cloud
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Salesforce Service Cloud is a customer relationship management platform for customer service and support. It allows companies to manage customer requests across channels like email, phone, social media, and live chat. Key features include case management, entitlements, knowledge base, service console, and multi-channel support. However, there are limitations such as email and web-to-case limits, file transfer restrictions in live chat, and feature gaps in lower editions.
Salesforce provides powerful reporting and dashboard tools to visualize and analyze data stored in objects. There are three types of reports - tabular, summary, and matrix - with summary and matrix reports able to generate dashboards. Dashboards provide graphical representations of report data through various chart types like columns, bars, lines, and can be refreshed automatically or on a schedule. While Salesforce reporting is robust, there are some limitations around advanced analysis, customization, and integrating external data.
The document introduces Salesforce Shield, which provides new services to help customers build trusted applications securely and fast. It describes the analytics and actions capabilities of Event Monitoring within Salesforce Shield. Event Monitoring allows customers to gain visibility into user actions, generate security policies from analytics, and automate real-time actions from those policies. An example is provided around limiting concurrent login sessions using Event Monitoring's analytics to understand login behaviors and its actions to enforce session constraints.
A Comprehensive Guide to Salesforce Field Service Cloud Analogy
Salesforce Field Service Lightning (FSL), one of the finest products for field workers and technicians within the Salesforce CRM. You will get to know about all the details related to Salesforce Field Service in these slides.
The document provides an introduction to Apex triggers in Salesforce, explaining that triggers are custom code that automatically executes in response to create, update, or delete events on objects. It discusses when triggers should be used compared to other options like workflow rules, and gives examples of how triggers could be used to automatically create related records or send emails in response to events. The document also covers best practices for testing and deploying trigger code to production environments.
Pardot is Salesforce's B2B marketing automation solution that allows businesses to automate marketing activities and unite their marketing and sales departments. The document provides instructions on integrating a Pardot account with Salesforce, including setting up the connector and configuring both systems. It also covers various Pardot tools like automation rules, segmentation rules, dynamic lists, engagement programs, and email marketing capabilities. Reporting options in Pardot are mentioned at the end.
The document discusses Salesforce's no code data model, including the different types of objects like standard, custom, external, and big objects that make up the data model. It also covers the different field types, relationship types like master-detail and lookup relationships that can exist between objects, and how record types allow different views of the same data. The data model in Salesforce can be created and configured both declaratively through the user interface and programmatically using code.
In Salesforce, the foundation of reporting is the retrieval of an organization's data. If your data is not retrieved efficiently, your reports can be incredibly slow and might time out, which will frustrate your users. Join us to learn the techniques every expert architect should know in order to build reports that fly--and to ensure that your data is at your users fingertips. We'll spend the vast majority of our time covering specific performance-related techniques, such as using reporting governance, as well as what you need to know about the Force.com query optimizer to write reports that are both fast and selective. Note that this session assumes you already understand the basic principles behind building queries and reports.
How to tackle the complex problem of merging two or more Salesforce.com instances. The challenges and benefits of a single org. Establishing the right project team. Systems review, data considerations, migration strategy, migration tools. When to use the data loader, metadata API. How to handle duplicate records. Post go-live clean up.
The document discusses how five companies - Philips, Oppenheimer Funds, Talent Plus, Inc., Verizon, and Teach For America - are seeing impressive results from using the Salesforce1 Mobile App. It provides examples of how each company's sales teams, employees, and leadership are able to stay informed, collaborate, and take action from anywhere by accessing up-to-date customer data and dashboards on the mobile app. This allows them to better engage with customers, adapt to changing circumstances, and make faster decisions to drive their businesses forward in a mobile-centric world.
Salesforce1 Adoption Workshop - Silicon Valley User GroupDeepa Patel
This document summarizes a Salesforce1 Mobile App workshop. It includes:
1. An overview of the workshop agenda which covers the anatomy of the Salesforce1 app, getting started in your org, configuring the left navigation menu, and creating publisher actions.
2. A section on the anatomy of the Salesforce1 app, highlighting features like accessing CRM data, customizations, AppExchange apps, custom apps, notifications, feeds, hybrid user interface, and custom publisher actions on mobile.
3. A section on getting started in your org, including ensuring the correct connected app, notification, and mobile browser permissions are enabled.
Summer of Mobile #2: How to Go Mobile on the Salesforce PlatformSalesforce Partners
The enterprise app revolution is here and the opportunity around mobile is massive. The journey to mobile first is no longer just in the consumer space, but has taken flight across enterprises.
Learn about the Salesforce Platform and the flexibility it offers for building Native, Hybrid, or HTML5 mobile apps. Plus, hear from a successful partner about their experience building an app on our trusted and secure platform.
This is the second webinar in our 'Summer of Mobile' webinar series.
As a project manager, I want to be able to capture requirements from stakeholders in the field using the Salesforce1 mobile app. The speaker demonstrates a custom Salesforce1 mobile app that allows users to create user stories for project requests directly in the mobile app. The app utilizes a custom object to store user stories and publisher actions to automatically populate fields using formulas. This provides an easy way to capture requirements in a structured format from any mobile device.
Become a Hero of Mobile: Salesforce1 Mobile App Best Practices for AdminsSalesforce Developers
The document provides best practices for admins to optimize their Salesforce1 mobile app. It recommends putting oneself in users' shoes to understand their needs, getting into a mobile mindset by focusing on essential information, and making the app feel like the company. It also discusses how Design Within Reach customized the mobile app for their users to access orders, check statuses, use dashboards, and collaborate on the go. Design Within Reach found success by starting small and gathering feedback.
How to stay ahead of your competition! Mobile is the present. How to get prepared to the future. Join us in this conversation. Salesforce Marketing Cloud and Gentrop together.
www.gentrop.com
The Salesforce Platform Mobile Services provides developers with tools to easily create mobile applications while leveraging existing skill sets like Visualforce, JavaScript and HTML. The open-source Salesforce Platform Mobile SDKs afford you the flexibility of building native, web and hybrid apps for iOS and Android. This webinar is the first in a series focusing on the new Mobile SDK 2.0 features and will demonstrate how the SDK to can empower your Visualforce pages to create hybrid applications - applications that can leverage native functionality even when written completely in HTML and JavaScript. Future webinars will focus on using the iOS and Android versions of the Mobile SDK.
Josh and Akhilesh show developers how to take features of Mobile Services, like the jQuery Mobile Pack, and convert them to hybrid applications using the Mobile SDK 2.0. Developers will also see some of the unique features of the Mobile SDK - including new components for building your mobile interface and the ability to store information offline securely on a mobile device.
Key Takeaways:
Learn how to leverage your existing Visualforce and JavaScript skills to build mobile apps
Use HTML and JavaScript to easily create and customize your mobile interface
Leverage the Mobile SDK 2.0 to create hybrid applications that provide mobile device functionality, like secure storage and access to camera, using Visualforce pages.
This document provides an overview of Salesforce functionality for staff. It describes how Salesforce enhances the constituent experience through efficient data tracking and relationship management. The document reviews how to log in to Salesforce, navigate the user interface, and access key features like list views, reports and dashboards. It also covers profile updates and how to use the Salesforce1 mobile app. The goal is to help users understand Salesforce capabilities and get started using the system.
Customer success has long been a key goal of Salesforce.com and the Salesforce.com Foundation. As part of our efforts to help you accelerate your success, we invite you to join us for a special presentation that will highlight the most exciting new release features for our nonprofit and higher education customers.
When you enter in Comidor, the first thing you see is the “Home” screen. In the Home screen you can see important information for your work and you can monitor the process of your business.
The document provides 20 tips for improving productivity in Office 365. One tip is to pin frequently used apps, channels, or documents to the navigation menu in Teams, Planner, or other Office 365 apps to make them easier to access. Another tip is to use Microsoft Forms to create interactive surveys and polls that can be embedded in PowerPoint presentations. A third tip is to use the Presenter Coach feature in PowerPoint to get feedback on public speaking skills like filler words and pacing when practicing presentations.
This is the workshop presentation material for the Point-And-Click App Building Hands-On Workshop (HOW) being presented at Dreamforce 2015 in the DevZone. This content pairs with the "Suggestion Box App" project live in Trailhead
Qalcwise collaboration workspace intro unit 010 v20160126qalcwise
Short intro into Qalcwise Workspace UI. Might be helpful when using Qalcwise for the first time. Description of Qalcwise UI element. For more information check other units.
The document provides an overview and instructions for using Reldog Lite, a relational database for dog breeding and training organizations. It introduces the program and explains how to log in. The main menu has 9 sections covering dogs, breeding, health, puppy raising, temperament, training, people, client services and utilities. Each section allows users to enter and access relevant data without leaving their functional area. The document provides high-level descriptions of the key sections and indicates more detailed instructions will be covered in subsequent chapters linked here.
The document provides an overview of the Force.com platform and how it enables app development. It includes sections on navigating the Force.com trial, building a simple shopping list app, extending Salesforce CRM apps using Force.com, and exploring sample apps included in the trial like Survey Force and Milestones PM. The document demonstrates how Force.com allows non-technical users to build apps and customize existing Salesforce functionality without writing code.
This quick start guide provides instructions for new Eikon users on how to install the application, sign in, navigate the interface, set up a workspace, monitor portfolios, and get alerts. It covers the basic steps of checking system requirements, activating an account, downloading and installing Eikon, customizing profiles, searching for content, linking apps, saving workspaces, creating alerts, and using briefcase to store articles offline. The guide is designed to help financial professionals get up and running quickly on the Eikon platform.
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
We have prepared a detailed overview of what, based on our experience, we consider the most outstanding of the Salesforce Release Notes for Summer'22. You'll find all details in this presentation.
This document contains an agenda and materials for a TrailheaDX Global Gathering event. The agenda includes an introduction, icebreaker activity, highlights video, summer 2019 release overview, and breakout session highlights. The donation to FIRST and details about FIRST are provided. Instructions for a "get to know you" bingo activity are included. The presentation materials provide overviews and details about features from the Summer 2019 release like Salesforce Celebrations, Enhanced Related Lists, Notification Builder, and more. Breakout session highlights summarize topics from sessions on creating a Salesforce vision, demo best practices, organizing an org, and more. Attendees are encouraged to share about the event using specified hashtags.
In this latest installment of the O365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded November 26th, 2019 with viewers voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
Simplify360 brings the end to end suite for Community Managers. The platform can be used for Social Media Listening and Online Reputation Management, as well as for Publishing and running marketing campaigns in Social Networks. This is powered with strong Analytics for Facebook and Twitter.
In this latest installment of the O365 Productivity Tips series, Tom Duff (@duffbert) and Christian Buckley (@buckleyplanet) return with another head-to-head battle of the Microsoft Office and Office 365 productivity hints and tips, recorded March 24th, 2020 with viewers voting on each round.
Follow us on Twitter for future webinars and sessions where we'll share more great tips, and be sure to follow the CollabTalk YouTube channel at https://youtube.com/c/collabtalk
The document discusses new features being released in Salesforce Winter '15, including enhancements to Salesforce1 mobile app, Sales Cloud, Service Cloud, and more. Key highlights include improved global search, action bar, and productivity features in Salesforce1 mobile app, as well as the introduction of duplicate management and community templates. Admins can now control whether duplicate records are allowed to be created and customize duplicate detection logic. New community templates make it easier to build self-service sites using templates focused on knowledge, cases, and chatter questions.
Engage121 is a SaaS provider founded in 1998 that is profitable with diverse businesses. It is headquartered in Norwalk, CT with additional offices in NYC, Chicago, and London. Engage121 launched its social media management platform Engage121 in 2010, which has since been recognized as a top SMMS for business and a cool vendor for customer service and social CRM. The platform provides a comprehensive social media management solution for enterprises to plan, publish, listen, care, speak, and evaluate their social media efforts across multiple brands and markets.
The document provides information about using the Telstra Wholesale Customer Portal (TWCP). It outlines various functions available through the portal including viewing system status and outage details, managing notifications and submitted forms, creating custom reports, and accessing shared documents and announcements. Key features covered are updating notification preferences, searching for submitted forms and documents, saving custom report searches, managing user roles and access permissions, and subscribing to announcements.
Our top picks from Salesforce Winter'17 release !!Thinqloud
Here we have presented our top picks from lightning,sales, service,analytics,customization and development features in the Salesforce Winter'17 release notes.This upcoming release will definitely enhance the developing experience.
The document introduces Windows Technical Preview, an early pre-release build of the next version of Windows. It discusses four key ways this preview differs from previous releases: it is a subset of the full build, bits are released earlier in development, it expects more user feedback, and it uses ongoing development-feedback cycles. It then explains how to enroll in the Windows Insider Program to access the preview builds and provides an overview of new features in the Technical Preview like the return of the Start menu and windowed apps.
Similar to An Introduction to SalesForce1 Mobile Platform (20)
A neural network is a machine learning program, or model, that makes decisions in a manner similar to the human brain, by using processes that mimic the way biological neurons work together to identify phenomena, weigh options and arrive at conclusions.
Unveiling the Advantages of Agile Software Development.pdfbrainerhub1
Learn about Agile Software Development's advantages. Simplify your workflow to spur quicker innovation. Jump right in! We have also discussed the advantages.
Project Management: The Role of Project Dashboards.pdfKarya Keeper
Project management is a crucial aspect of any organization, ensuring that projects are completed efficiently and effectively. One of the key tools used in project management is the project dashboard, which provides a comprehensive view of project progress and performance. In this article, we will explore the role of project dashboards in project management, highlighting their key features and benefits.
Preparing Non - Technical Founders for Engaging a Tech AgencyISH Technologies
Preparing non-technical founders before engaging a tech agency is crucial for the success of their projects. It starts with clearly defining their vision and goals, conducting thorough market research, and gaining a basic understanding of relevant technologies. Setting realistic expectations and preparing a detailed project brief are essential steps. Founders should select a tech agency with a proven track record and establish clear communication channels. Additionally, addressing legal and contractual considerations and planning for post-launch support are vital to ensure a smooth and successful collaboration. This preparation empowers non-technical founders to effectively communicate their needs and work seamlessly with their chosen tech agency.Visit our site to get more details about this. Contact us today www.ishtechnologies.com.au
E-commerce Development Services- Hornet DynamicsHornet Dynamics
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Why Apache Kafka Clusters Are Like Galaxies (And Other Cosmic Kafka Quandarie...Paul Brebner
Closing talk for the Performance Engineering track at Community Over Code EU (Bratislava, Slovakia, June 5 2024) https://eu.communityovercode.org/sessions/2024/why-apache-kafka-clusters-are-like-galaxies-and-other-cosmic-kafka-quandaries-explored/ Instaclustr (now part of NetApp) manages 100s of Apache Kafka clusters of many different sizes, for a variety of use cases and customers. For the last 7 years I’ve been focused outwardly on exploring Kafka application development challenges, but recently I decided to look inward and see what I could discover about the performance, scalability and resource characteristics of the Kafka clusters themselves. Using a suite of Performance Engineering techniques, I will reveal some surprising discoveries about cosmic Kafka mysteries in our data centres, related to: cluster sizes and distribution (using Zipf’s Law), horizontal vs. vertical scalability, and predicting Kafka performance using metrics, modelling and regression techniques. These insights are relevant to Kafka developers and operators.
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UI5con 2024 - Bring Your Own Design SystemPeter Muessig
How do you combine the OpenUI5/SAPUI5 programming model with a design system that makes its controls available as Web Components? Since OpenUI5/SAPUI5 1.120, the framework supports the integration of any Web Components. This makes it possible, for example, to natively embed own Web Components of your design system which are created with Stencil. The integration embeds the Web Components in a way that they can be used naturally in XMLViews, like with standard UI5 controls, and can be bound with data binding. Learn how you can also make use of the Web Components base class in OpenUI5/SAPUI5 to also integrate your Web Components and get inspired by the solution to generate a custom UI5 library providing the Web Components control wrappers for the native ones.
Consistent toolbox talks are critical for maintaining workplace safety, as they provide regular opportunities to address specific hazards and reinforce safe practices.
These brief, focused sessions ensure that safety is a continual conversation rather than a one-time event, which helps keep safety protocols fresh in employees' minds. Studies have shown that shorter, more frequent training sessions are more effective for retention and behavior change compared to longer, infrequent sessions.
Engaging workers regularly, toolbox talks promote a culture of safety, empower employees to voice concerns, and ultimately reduce the likelihood of accidents and injuries on site.
The traditional method of conducting safety talks with paper documents and lengthy meetings is not only time-consuming but also less effective. Manual tracking of attendance and compliance is prone to errors and inconsistencies, leading to gaps in safety communication and potential non-compliance with OSHA regulations. Switching to a digital solution like Safelyio offers significant advantages.
Safelyio automates the delivery and documentation of safety talks, ensuring consistency and accessibility. The microlearning approach breaks down complex safety protocols into manageable, bite-sized pieces, making it easier for employees to absorb and retain information.
This method minimizes disruptions to work schedules, eliminates the hassle of paperwork, and ensures that all safety communications are tracked and recorded accurately. Ultimately, using a digital platform like Safelyio enhances engagement, compliance, and overall safety performance on site. https://safelyio.com/
Odoo releases a new update every year. The latest version, Odoo 17, came out in October 2023. It brought many improvements to the user interface and user experience, along with new features in modules like accounting, marketing, manufacturing, websites, and more.
The Odoo 17 update has been a hot topic among startups, mid-sized businesses, large enterprises, and Odoo developers aiming to grow their businesses. Since it is now already the first quarter of 2024, you must have a clear idea of what Odoo 17 entails and what it can offer your business if you are still not aware of it.
This blog covers the features and functionalities. Explore the entire blog and get in touch with expert Odoo ERP consultants to leverage Odoo 17 and its features for your business too.
An Overview of Odoo ERP
Odoo ERP was first released as OpenERP software in February 2005. It is a suite of business applications used for ERP, CRM, eCommerce, websites, and project management. Ten years ago, the Odoo Enterprise edition was launched to help fund the Odoo Community version.
When you compare Odoo Community and Enterprise, the Enterprise edition offers exclusive features like mobile app access, Odoo Studio customisation, Odoo hosting, and unlimited functional support.
Today, Odoo is a well-known name used by companies of all sizes across various industries, including manufacturing, retail, accounting, marketing, healthcare, IT consulting, and R&D.
The latest version, Odoo 17, has been available since October 2023. Key highlights of this update include:
Enhanced user experience with improvements to the command bar, faster backend page loading, and multiple dashboard views.
Instant report generation, credit limit alerts for sales and invoices, separate OCR settings for invoice creation, and an auto-complete feature for forms in the accounting module.
Improved image handling and global attribute changes for mailing lists in email marketing.
A default auto-signature option and a refuse-to-sign option in HR modules.
Options to divide and merge manufacturing orders, track the status of manufacturing orders, and more in the MRP module.
Dark mode in Odoo 17.
Now that the Odoo 17 announcement is official, let’s look at what’s new in Odoo 17!
What is Odoo ERP 17?
Odoo 17 is the latest version of one of the world’s leading open-source enterprise ERPs. This version has come up with significant improvements explained here in this blog. Also, this new version aims to introduce features that enhance time-saving, efficiency, and productivity for users across various organisations.
Odoo 17, released at the Odoo Experience 2023, brought notable improvements to the user interface and added new functionalities with enhancements in performance, accessibility, data analysis, and management, further expanding its reach in the market.
Most important New features of Oracle 23c for DBAs and Developers. You can get more idea from my youtube channel video from https://youtu.be/XvL5WtaC20A
Unlock the Secrets to Effortless Video Creation with Invideo: Your Ultimate G...The Third Creative Media
"Navigating Invideo: A Comprehensive Guide" is an essential resource for anyone looking to master Invideo, an AI-powered video creation tool. This guide provides step-by-step instructions, helpful tips, and comparisons with other AI video creators. Whether you're a beginner or an experienced video editor, you'll find valuable insights to enhance your video projects and bring your creative ideas to life.
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2. The Salesforce1 mobile app is
Salesforce1 on the go!
Gives your users real-time access
to the same information that
they see in the office
As an administrator, you can
significantly improve your
mobile user's’ experience with
Salesforce1
What is
SalesForce1 ?
4. How users access the Salesforce1?
As a downloadable app from the App Store and Google
Play™
As a mobile browser app that runs in supported mobile
browsers. This option doesn’t require anything to be
installed.
Google Play Link
This presentation is based on Mobile Application
5. Sets go a tour !!!
When users log in to Salesforce1, the first thing they
see is a landing page.
The first item in the Salesforce1 navigation menu
becomes a user's’ landing page by default.
If your organization has Chatter enabled, and you
haven’t customized the Salesforce1 navigation menu
to change the first item in the menu to something
else, the user’s Feed will be their landing page.
search bar (1), sort and filter options (2), the feeds
drop-down menu (3), and feed items (4).
6. The Action Bar and Menu
Depending on which feed or record
page users are viewing, they see
different actions in the action bar and
action menu.
From the feed, for example, they see a
set of global actions.
Users can tap Action Menu icon from
the action bar to open the action
menu, which contains the full set of
actions that are available for the
object.
7. The Record View
The record view is made up of the record feed, detail, and related information pages, which your users can
swipe left and right to see.
8. Salesforce1 Navigation Menu
Anywhere users see Salesforce1 App
Nav in Salesforce1, they can tap it
to access the navigation menu.
What your users see in the menu is
determined by how you, as the
administrator, have configured it,
what’s available in your organization,
and what users have access to, based
on their user permissions and profile.
1. Search box
2. Menu items
3. Smart Search Items
4. Apps section
10. Customizing the Navigation Menu
If the default navigation menu doesn’t
meet your users’ needs, you can easily
customize it.
From Setup, enter Mobile Navigation
in the Quick Find box, then select
Mobile Navigation.
[You can’t set different menu
configurations for different types of
users.]
11. The Feed
The Chatter feed shows users their updates, updates to
records and people they follow, and updates in groups
they follow.
Post to a Feed
Write a post to let people know what you’re working on,
to ask questions, and to share information.
1. Tap in the action bar.
2. Write your post.
3. Tap Submit.
When writing a post or comment, type @ followed by the
first few letters of the person’s or group’s name to see
the five best matches,
then tap the person’s or group’s name in the list.
12. The Feed (Continued)
Like or Comment on a Post
Comment on a post or like a post or comment to show your support.
When you comment or like a post or comment, you’ll receive email notifications if others comment on that
post.
1. Tap Comment and write your comment.
2. Tap to like a post or comment.
Post a Link
1. Tap in the action bar, then tap in the action menu.
2. Type the link’s URL and a descriptive name for the link.
3. Write something about the link.
4. Tap Share.
13. Add a Poll
Conduct a survey. Add a poll with a list of choices for people to cast a vote.
1. Tap in the action bar, then tap in the action menu.
2. Write a question.
(You can also mention people or a group.)
3. Provide at least two choices.
(Tap Add a choice to add more choices.)
4. Tap Submit.
Vote on a Poll
Cast your vote on a poll and view the poll results.
• On a poll, tap one of the choices, then tap Vote.
You can only select one choice.
• Tap View results to see the latest poll results.
• Tap Change vote and select another choice to change your vote.
14. Search Overview
Use search in Salesforce1 to quickly get to the data you need. You
can search for Chatter people, groups, and files if Chatter is enabled,
and all the objects you have access to from Salesforce1, except tasks
and events.
There are three ways to search for information in Salesforce1.
• Find an item by the type of object, such as a specific contact or lead.
Tap the object in the navigation menu. This opens the
• Find an item by keyword search, such as a person who could be
either a contact or lead, using global search.
• Search for posts, comments, hashtag topics, mentions, and files
using the search box in the main feed.
15. Making Phone Calls and Send Mails
Make a Phone Call from Salesforce1
Make a call to a contact, account, or lead directly from Salesforce1.
1. When viewing a record, tap in the action bar.
Note: If this option doesn’t appear in the action bar on your record, verify that you have the required “Edit
Task” user permission,
the record includes a phone number to call, and you have access to view phone numbers for the record.
2. If more than one phone number is available, select the number to call.
3. When your call is finished, complete the Log a Call form if desired and tap Save.
Send Email
Send an email message to a contact, lead, or person in your organization.
1. When viewing a record, tap in the action bar.
if you don’t have access to view email address fields.
2. If more than one email address is available, select an address to send mail to.
Email is sent from your device’s email app. When you’re finished, switch back to the Salesforce1 app.
16. Get to Know TODAY
Salesforce Today in Salesforce1 gets you ahead of your day from the start, and
helps keep you there as the day progresses.
By collating the meetings, appointments, and other events from your selected
mobile calendars, together with your Salesforce tasks, contacts, accounts, and
other recent records.
Today gives you a central place to manage your entire day. Today is available in
the Salesforce1 downloadable apps only.
17. Compact Layouts
Compact layouts are used in Salesforce1
and Lightning Experience to display a
record’s key fields at a glance.
In Salesforce1, the first four fields that
you assign to a compact layout appear in:
An object’s record highlights area
Expanded lookup cards on a record’s
related information page
19. Creating a new Compact Layout
1. From the management settings for the object that you want to edit, go to Compact Layouts.
2. Create a new compact layout and give it a label.
3. Add up to 10 fields.
4. Sort the fields by selecting them and clicking Up or Down.
5. The order you assign to the fields determines the order in which they display. We recommend
putting the object Name first.
6. Save the layout.
7. To set the compact layout as the primary compact layout for the object, click Compact Layout
Assignment.
Tip :
Put the object’s Name field first to provide context for your users when they view a record.
21. Global Actions
Global create actions enable users to create object records, but there’s no automatic relationship
between the record that’s created and any other record.
1. From Setup, enter Actions in the Quick Find box, then select Global Actions.
2. Click New Action.
3. Select the type of action that you want to create.
4. Customize the action.
5. Type a label for the action. Users see this label in the publisher menu.
6. Type a description for the action.
7. If you’re creating several actions on the same object, we recommend using a detailed
description, such as “Create Contact on Account using New Client record type.”
8. Optionally, click Change Icon to select a different icon for the action.
9. Custom images used for action icons must be less than 1 MB in size.
10. Click Save.
22. Changing the Action Layout
To customize the layouts of your global actions, in Setup, enter Actions in the Quick Find box, then
select Global Actions. (If you’re in Salesforce Classic, click Publisher Layouts.) Then click Layout next
to a global action in the list.
To customize the layouts of your object-specific actions, from the management settings for an
object, find Buttons, Links, and Actions.
If you’re using Salesforce Classic, from Setup, enter an object name in the Quick Find box, select
Buttons, Links, and Actions, and then click Layout next to an action in the list.
If you’re using Lightning Experience, from Setup, enter Object Manager in the Quick Find box, select
Object Manager, and then scroll down to the Buttons, Links, and Actions section. Then click Edit next
to the name of an action.
24. Changing the Action Layout
In Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts.
Click the Quick Actions category in the palette.
Drag a global action from the palette into the Quick Actions in the Salesforce Classic Publisher
section of the global publisher layout.
Adjust the order of the actions by clicking and dragging them around.
Actions in this section appear in the Chatter publisher in the full Salesforce site.
Now let’s customize the actions in Salesforce1.
Click the Salesforce1 Actions category in the palette, and adjust the actions in the Salesforce1 and
Lightning Experience Actions section.
On object page layouts, the Salesforce1 Actions category contains all available types of actions for
the object, including quick actions, productivity actions, and standard and custom buttons. Actions in
this section appear in the action bar and action menu in Salesforce1 and in various areas of Lightning
Experience.
Click Save. If you navigate away before clicking Save, you lose your changes.