In this presentation, we will discuss Agent Hub.
Agent Hub is used to have full property management that caters to all property professionals and property sectors.
In this presentation, we will discuss the Salesforce and Jira Integration. With the help of Jira Integration, it is easy to create, update, or delete the Jira tickets with name, priority, issue types, and vice-versa.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and it’s CRM, Multitenant Architecture etc.
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
How Marketing Cloud Latest Features Can Improve Your Campaign PerformanceCloud Analogy
Salesforce Marketing Cloud latest release provides a wide array of features to help you maximize the value of your business data and streamline all your activities.
You will learn more about the marketing cloud features and the benefits in this presentation.
Get a comprehensive guide about Salesforce and its benefits and understand how Salesforce helps you serve customers more efficiently, leading to better business.
In this presentation, we will discuss the Salesforce and Jira Integration. With the help of Jira Integration, it is easy to create, update, or delete the Jira tickets with name, priority, issue types, and vice-versa.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and it’s CRM, Multitenant Architecture etc.
Salesforce Marketing Cloud Training | Salesforce Training For Beginners - Mar...Edureka!
This Edureka Salesforce Marketing Cloud training video for beginners will help you learn Salesforce marketing cloud benefits, what it is, its various features, use case along with marketing cloud demo. This training video is ideal for beginners to learn Salesforce marketing cloud. You can also read the blog here: https://goo.gl/CS6aV4
How Marketing Cloud Latest Features Can Improve Your Campaign PerformanceCloud Analogy
Salesforce Marketing Cloud latest release provides a wide array of features to help you maximize the value of your business data and streamline all your activities.
You will learn more about the marketing cloud features and the benefits in this presentation.
Get a comprehensive guide about Salesforce and its benefits and understand how Salesforce helps you serve customers more efficiently, leading to better business.
Endless Use Cases with Salesforce Experience Cloud by Dar VeverkaAlesia Dvorkina
Experience Cloud is Salesforce’s digital experience product - but what exactly can you do with it? From simpler peer-to-peer communities to more complex portals. Take a look at practical considerations for setting up an Experience Cloud site, using both out-of-the-box and easily available components to build an interactive community for their org.
Why is Org Strategy important, what are the possible org patterns and what are some of the benefits and challenges to consider? This 12-page long white paper describes different org existence models, trade-offs, design best practices, and assessment approach. Please leave your comments.
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
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
Using Aura component with custom list buttonInder Waraich
This presentation walk through steps using which developer can use aura component with custom list button on Salesforce lightning record page. Till date developers were implementing this using visualforce page.
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
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.
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Salesforce Template. please refer to any Salesforce language for terms of use. Sharing for other Trailblazers who have asked to use this template for Salesforce-related presentations.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
In this presentation on Salesforce and Conga Sign Integration, we will discuss how to leverage the potential of Salesforce and Conga Sign.
Cloud Analogy is the world's admired Salesforce development company and Salesforce Consulting partner that specializes in Salesforce implementation, Salesforce customization, Salesforce consulting, Salesforce administration, and Salesforce data migration. Our team of Salesforce certified professionals has deep domain knowledge and skillful expertise in providing end-to-end Salesforce development services to transform the way you do business.
Our teams of certified Salesforce developers, admins, and CRM experts would help you get optimum value out of Salesforce Sales Cloud, Marketing Cloud, Commerce Cloud, Einstein Analytics, Community Cloud, CPQ, Pardot, Service Cloud, Field Service Lightning, and more. Our high-quality Salesforce consulting services are aimed to support sales, marketing, and customer service needs.
Connect with Cloud Analogy now:
Visit: https://www.cloudanalogy.com/
Endless Use Cases with Salesforce Experience Cloud by Dar VeverkaAlesia Dvorkina
Experience Cloud is Salesforce’s digital experience product - but what exactly can you do with it? From simpler peer-to-peer communities to more complex portals. Take a look at practical considerations for setting up an Experience Cloud site, using both out-of-the-box and easily available components to build an interactive community for their org.
Why is Org Strategy important, what are the possible org patterns and what are some of the benefits and challenges to consider? This 12-page long white paper describes different org existence models, trade-offs, design best practices, and assessment approach. Please leave your comments.
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
You’ve heard the word “Salesforce” being thrown around by small and big enterprises, but you have no idea if your business needs it? If you’re running a business that’s growing just the way you want it to, you will probably need Salesforce CRM sooner than later. But first things first—learn what Salesforce CRM is, how it works and how you should use it to support your day to day operations.
Read the blog in detail
http://suyati.com/how-salesforce-crm-works-and-uses/
For any information on our Salesforce capabilities, email services@suyati.com.
http://suyati.com/
Using Aura component with custom list buttonInder Waraich
This presentation walk through steps using which developer can use aura component with custom list button on Salesforce lightning record page. Till date developers were implementing this using visualforce page.
Salesforce MVPs Alex Sutherland and Maria Belli give Salesforce Admins an overview of security in Salesforce. From Org wide defaults, to object, field, and record access this presentation will help you understand how to secure your data and understand sharing rules.
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.
Salesforce was founded with a vision to redefine the Cloud CRM model. It sowed the seeds for a new era of cloud computing and brought in revolutionary changes to the concept of Customer Relationship Management. The USP of Salesforce is its presence across-the-board. It competes with Oracle, SAP, and Microsoft in the top-market. While these three competitors match Salesforce’s features, Salesforce offers far superior and flexible solutions with value for your money.
To get in touch, write to us at: jghosh@suyati.com
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Salesforce Template. please refer to any Salesforce language for terms of use. Sharing for other Trailblazers who have asked to use this template for Salesforce-related presentations.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
In this presentation on Salesforce and Conga Sign Integration, we will discuss how to leverage the potential of Salesforce and Conga Sign.
Cloud Analogy is the world's admired Salesforce development company and Salesforce Consulting partner that specializes in Salesforce implementation, Salesforce customization, Salesforce consulting, Salesforce administration, and Salesforce data migration. Our team of Salesforce certified professionals has deep domain knowledge and skillful expertise in providing end-to-end Salesforce development services to transform the way you do business.
Our teams of certified Salesforce developers, admins, and CRM experts would help you get optimum value out of Salesforce Sales Cloud, Marketing Cloud, Commerce Cloud, Einstein Analytics, Community Cloud, CPQ, Pardot, Service Cloud, Field Service Lightning, and more. Our high-quality Salesforce consulting services are aimed to support sales, marketing, and customer service needs.
Connect with Cloud Analogy now:
Visit: https://www.cloudanalogy.com/
When sending the document, we add our email address as the customer's primary contact email address. We have received the contract to sign it. We enter the mandatory fields in the contract and then sign the document.
Now the contract has been returned to the owner of the opportunity to sign it. As soon as the owner of the opportunity signed the document, the signature status was modified in the related Conga de Send / Pending Signature Transaction related object.
Conga Sign integrates with Contracts for Salesforce, allowing you to use Conga Sign for your signed transactions. Integration simplifies the process flow for customers who use both products. The Conga Sign button is available in the Send for a negotiation user interface in Contracts for Salesforce.
Kintu Real Estate CRM is a web based application which helps people to find a properties and project plans. Kintu Real Estate CRM is advanced solution for his/her estate problem.
Our application customer can request for follow-up in interested properties or project plans. Customers can buy or registered for properties. Customers can view project plans and can do inquiry of any property. Customer can share the properties and project plans to other user on Gmail, Facebook, twitter etc. Customer can register on our web site and maintain its deals, purchase, profile, properties details.
Project background
Microsoft Dynamics AX 2009 contains a CRM module that allows the users to interact with the organization’s business relations. Note that the CRM module was replaced by the Sales and Marketing Module in Microsoft Dynamics AX 2012 (RTM, R2, R3). While the CRM module is a great module, there are few features that needed to be improved in order to make the CRM module fully functional.
The document is dedicated on how to make the sales quotation feature in the CRM module more powerful and also avoid the usage of multiple software in order to send, amend and track sales quotations.
The first Calculator that has ever been built on Salesforce Platform. A lightning component that helps you make calculations on any record page. You can add it to every record page like Leads, Accounts, Contacts, Contracts, Communities etc.to make calculations.
This lightning component is available on Community page as well. We have designed the first ever Smart Calculator for Salesforce platform to make sure that you don’t have to switch to your system’s calculator every now and then to make calculations on any record page, it is available right there on every record Page for your convenience.
New software to manage Engineering and Architectural firms
This software helps managers to manage their offices online and offline easily
It designed by Arch. Naglaa Mahmoud as PhD product.
http://www.pro.egyptarch.com/Login.aspx
World Clock is a salesforce lightning component that displays the time along with City and Country name. One can position this clock on every record page like Leads, Contacts, Accounts, Contracts and even on Community pages. You can add it on a record page to display the Time based on the Billing City and schedule your meetings with your business customers accordingly. This lightning component is available on community page as well. You can configure it dynamically to set the time based on City, ZipCode or Country Name.
Zoho CRM Integration With Zoho Projects Cloud Analogy
Do you wish to move all of your closed transaction data from Zoho CRM to Zoho projects in a seamless manner? The presentation will lead you through the basics of the Zoho CRM to Zoho projects integration process, as well as the methods for doing so.
Creating Reports and Dashboards in Hubspot CRM requires some steps that need to be followed to get effective results. Check out the steps and benefits that you can get by using Hubspot CRM.
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
Zendesk Integration With Salesforce .pptxCloud Analogy
At the point when deals and backing cooperate, your clients win. Zendesk's pre-fabricated combination with Salesforce provides your groups with a solitary perspective on your clients so you can have better discussions and close more arrangements.
Salesforce Integration With Mailchimp (1).pptxCloud Analogy
The MailChimp and Salesforce joining permits you to begin making email crusades from the leads and contacts in your Salesforce CRM. With the combination, it's genuinely simple to make list divisions in MailChimp with synchronized Salesforce lead and contact records. This reconciliation likewise permits you to see crusade reports, oversee endorsers, make custom questions, and that's just the beginning.
Follow beneath slideshow for simple mix And Configuration Mailchimp In Salesforce
Top Salesforce Integrations For Businesses In 2022Cloud Analogy
From productivity to marketing to collaboration and beyond, you can connect your Salesforce with other tools to streamline your business operations like never before.
Top 5 Zoho Products And Their Features.pptxCloud Analogy
Zoho products help to streamline business processes and increase productivity. Some of the popular ones include Zoho Books, Zoho Invoice and many more.
Tips To Make The Most Out Of Salesforce CRMCloud Analogy
Salesforce Marketing Cloud, a robust digital marketing tool, offers a wide range of capabilities to assist organizations of all sizes to get more value out of their marketing efforts.
As a salesforce certified administrator, it’s your responsibility to stay up to date on these key changes and continuously aim to review and enhance your Salesforce org.
Are you looking to deep dive into the world of Salesforce Trailhead badges? Whether you are a newbie or you posses some experience around the Salesforce platform, there is something for everyone to explore.
Integrating HubSpot and Slack provides teams with a seamless communication tool in HubSpot and important channels of Slack. The HubSpot Slack integration provides customers with a wide range of benefits, such as ease of communication, improving their Conversational Marketing Strategy, timely notification, and more.
Multi-Factor Authentication In SalesforceCloud Analogy
MFA is an effective way to boost protection for user accounts against common security threats. It adds another layer of security to your login process that requires users to enter two or more pieces of evidence to prove their identity.
6 Sales Promotion Tips For Marketing SuccessCloud Analogy
Sales promotion is a predetermined strategy applied for a limited period of time, with the aim of increasing consumer demand and stimulating sales.
In these slides, you will learn about the tips for Marketing Success.
How To Build Your Sales Career In The Salesforce EcosystemCloud Analogy
Working with knowledgeable Salesforce professionals allows you to collaborate with some of the most brilliant Salesforce experts that have worked on numerous similar projects for worldwide clients.
Have a look at this presentation for more information.
Best Sales Metrics Every Sales Leader Should KnowCloud Analogy
If you want to grow your sales then you have to consider few metrics that are important for every sales leader. In this presentation, you will get detailed information about these metrics for better understanding and keeping that in mind while doing analysis.
Common Salesforce CPQ Implementation ChallengesCloud Analogy
Salesforce CPQ Implementation software clears out typical roadblocks of sales teams, transforming your quote-to-cash cycle into an automated flow. Here are some common Salesforce CPQ challenges that you can face.
5 Accurate Sales Forecasting Strategies To Predict Your RevenueCloud Analogy
Sales forecasting is the technique of predicting how much money your company will make in the future. Monthly, quarterly, half-yearly, or yearly prediction periods are all possible.
For more details on sales forecasting strategies, watch this presentation.
How To Utilize Slack As A Secret Weapon For Your Sales TeamCloud Analogy
Slack is a business messaging platform that connects people with the information they need. Slack changes the way businesses interact by bringing individuals together to work as one united team.
In this presentation, you will know about the possibilities to utilize slack for your sales team.
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.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
"Impact of front-end architecture on development cost", Viktor TurskyiFwdays
I have heard many times that architecture is not important for the front-end. Also, many times I have seen how developers implement features on the front-end just following the standard rules for a framework and think that this is enough to successfully launch the project, and then the project fails. How to prevent this and what approach to choose? I have launched dozens of complex projects and during the talk we will analyze which approaches have worked for me and which have not.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
FIDO Alliance Osaka Seminar: Passkeys at Amazon.pdf
Case Study - Agent Hub
1. CASE STUDY - AGENT HUB
Introduction
Agent Hub is used to have full property management that caters
to all property professionals and property sectors. Agent Hub
CRM can be customized to each customer-specific needs in
addition to the out-of-the-box features. In this, users can manage
their contacts, properties/projects, pipeline, marketing
campaigns, and their day-to-day business tasks.
Agent Hub will manage all aspects of residential and commercial
letting/leasing, unit and block management, company
communication, general business, property finance, day-to-day
tasks, and event management as standard. Due to the scalability
of the Salesforce platform, Agent Hub app is completely
customizable and can be updated and altered at any time,
allowing your system to grow with your business.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
2. Type of Agent Hub
Apps
It has the following three apps:
● Agent Hub Sales.
● Agent Hub Lettings and
Management.
● Agent Hub Lightning.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
3. Main Features of Agent Hub
It has the following main Features:
● Matching Components [Property and Client
Requirement]
● Property Gallery Tab and Create Brochure
features.
● Deals Agreed [Having Chain Details and Sales
Progression notes Features]
cloud.analogy info@cloudanalogy.com +1(415)830-3899
4. Matching Components
● The matching component is basically a phenomenon used in our
project to track the Matching properties for a particular client
requirement record. It also enables us to track the client
requirements matching with the record of properties.
We have the following buttons used in client requirement and property
records:
➢ Send Email with a brochure (For both Client
Requirements and Property): On the Client
requirement record, Send Email is used
to send email to the contact of client requirement with
the details of property records.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
5. And from property record, Send Email is used to send email to the contact of matching client requirements.
➢ Schedule Viewings (For Client Requirement Only): Schedule Viewings button is used for creating the
viewing record in the calendar by filling the Viewing Date and Time and an email will be sent on the
creation of the viewing record.
➢ Log a call (For Property Only): It is used to create the “Log a call” record for the selected client
requirements and the log a call record will be shown in the activity
component under the log call tab.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
7. The gallery tab is basically used to add different types of images for the property record. This tab has the
following sections:
● Property Images: In this, user can upload property images using the Upload images button and
the user sets the main image for the property while uploading the images. Users can re-order
the property Image and can delete the image by using the Delete button.
● Rooms: In this, user can upload Rooms’ Images with room Name, Length, Width, Dimensions,
and Descriptions details. Also, they can edit the details of rooms by clicking on the Edit rooms
button.
● Preset Space for Floor Plans: In this, user can upload Floor Plans Images and delete a
particular image by clicking the delete button.
● Preset Space EPC: In this, user can upload EPC images and it has one more feature using which
users can upload PDF files.
● Vimeo Video: In this, users can provide the link of the Vimeo video of the property.
● YouTube Video: In this, users can provide the link of the YouTube video of the property.
Property Gallery
Tab
cloud.analogy info@cloudanalogy.com +1(415)830-3899
9. Create Brochure functionality
Create a Brochure button is used to create the brochure for property
records. In this, users can select the main image to be shown in the
brochure also other property images, Preset Space For Floor Plans
Images, Company Logo and after clicking the save button the
brochure PDF gets generated.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
11. Chain Details on Deals Agreed
Chain Detail tab is used on the Deals’ Agreed record. Chain Detail is basically
used to track the details of the property-related information on which deals
record is created. It has basically three information about Property Vendor,
Selling Agent & Property, and Purchaser. Users can create the Chain Detail
record by clicking the “+” button below, It shows Seller Name, Seller Solicitor,
Property, Deals Agreed ID (Disabled form) auto-filled in this there is “+”
button in all fields to create the new record of Property, Property Agent,
Buyer Name, Buyer Solicitor, Seller Name, Seller Solicitor, and Property Estate
Agent. When the user clicks the “+” button above to create the chain detail
record, Buyer Name, Buyer Solicitor, Property, Deal Agreed ID(Disabled form)
are auto-filled and “+” button in front of the field is used to create the new
records of different fields.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
13. Sales Progression Notes on Deals
Agreed
Sales Progression Notes’ component is attached to the Deals agreed records. It has two fields
Title and Body and by filling these fields and clicking the Save button Sales progression Note’s
record is created. Sales progression Note’s record is also created when the user fills the
“Progression Notes” field while creating the chain detail records.
cloud.analogy info@cloudanalogy.com +1(415)830-3899