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Connected Applications incorporates Salesforce with an application utilizing APIs. Connected apps habituate standard OAuth protocols for authentication, facilitate single sign-on, and facilitate tokens to be used with Salesforce APIs. Connected Apps permits Salesforce Administrators to set different security approaches and have an explicit control over the Connected Apps and their corresponding users. Connected Apps basically portray a connection between an outside application and a Salesforce client, and characterize a passage point into the Platform. The advantage of this relationship is...

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Apttus CPQ software is a multi channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily. For most complex products, pricing or channels, CPQ boosts sales effectiveness by giving you the power to create the best quotes possible. The first thing required to start with Apttus CPQ is to set up the Products and Pricing and then to make those Products available in the catalog. So, here we will discuss the same and will show you...

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Hi All, Greeting of the Day! Constraints Rules are the business rules that we define through Apttus CPQ while implementing the different use cases. There are various types of Constraint rules: Inclusion Rules Exclusion Rules Validation Rules Recommendation Rules Replacement Rules In this article, we will focus only on first on i.e. Inclusion Rule. Inclusion Rule – These rules say that, if the customer is adding some product X in the cart, then another product Y should be auto included...

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No need to futz with filters! Pass URL parameters to set filter values in Lightning Experience reports. When linking to reports or when bookmarking a report, add filter value parameters to the URL to customize how the report filters when opened. For example, bookmark your opportunities report and add a filter value parameter to specify whether you see New Business or Existing Business. This feature is new in Lightning Experience. Lightning View: Periodically throughout your day you check your opportunities report, and after...

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To create/refresh a sandbox user should have “Modify all Permission”. Sandbox can only be created from Production. The Option is available under Data Management in Production. There is a limit of Sandbox creation, as per the Licenses available in the organization. There are 4 types of Sandboxes in Salesforce: Developer Sandbox Developer Pro Sandbox Full Copy Sandbox Partial Copy Sandbox   Developer Sandbox: It is a copy of Production but without data. It is used for developing code and testing....

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Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand-new app and integrate it with your Salesforce or to use existing features in a creative way to achieve the same objective. However, Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow. Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are...

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You can install the Force.com IDE into your existing Eclipse distribution or upgrade from a previous version. Before installing the Force.com IDE, ensure that you have these items installed on your workstation. A supported operating system Windows 7, 8, or 10 macOS 10.7, 10.8, 10.9, 10.10, or 10.11 Ubuntu 12.04 LTS or 14.04 LTS Java SE Development Kit (JDK), Runtime Environment 8, or later (Java download page) Be sure to download the full JDK—without it, the plug-in doesn’t load. On...

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Today we will talk about the purpose that VLOOKUP function serves in Salesforce. It searches an object for a record where specified field matches the specified lookup value. If a match is found, it returns specified value. The VLOOKUP formula in Salesforce works a bit differently than Excel. There are few constraints on the formula that can never be overlooked. VLOOKUP only works on custom objects. can only be used in validation rules. can be used to prevent duplicate records. the...

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  Once the Lead Qualifies, converting it into Account, Contact and Opportunity is one of the Important task, as we then work on that Opportunity till the Deal is Closed by Cancelling or Completing it. Here we will discuss that what all happens, when Lead is Converted to Account, Contact and Opportunity: Once a lead is converted, lead detail is no longer visible from Lead page Layout. If you note the Lead Id before conversion, paste the Lead Id into URL,...

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Platform Events is a new native feature that, when paired with the enterprise messaging platform, enables near real-time integrations in the spirit of event-driven architecture. Salesforce is known for its custom metadata platform, and now we’re delivering a custom messaging platform so our customers can build and publish their own events. Platform events simplify the entire process of communicating changes and responding to them without the need of complex logic. Platform events allow customers to increase interaction between data and...

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