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The setup Audit Trail helps to track the data about the recent changes that the Users have made in the Salesforce org. The Setup Audit Trail History shows the 20 most recent setup changes made in the Salesforce org. The list consists of Users (who has made the changes), his following Actions and date & time. It is crucial if someone in the organization has done some changes, like updation, deletion, amendment etc., the other administrator can easily recognize the...

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Every day, Salesforce Admins are tasked with managing a multitude of projects. And when they’re not managing projects, they’re collaborating on them with other teams. Meet Quip: Salesforce’s Collaboration Platform. Quip is a tool that has documents, spreadsheets, tasks, and app integrations all in one place. Teams can create, discuss, and get better work done faster than ever before — from any device — because Quip combines work and communication in a new way.   Why (and how) to use...

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  In this module, I will explain you to how to deploy and configure a Node.js application on Heroku.The application uses OAuth to authenticate with Salesforce, and the REST APIs to access Salesforce data. Below are the Steps defined that needs to be followed in Salesforce to Deploy an app on Heroku: Step 1: Create a Connected App In Setup, click Build > Create > Apps In the Connected App section, click New, and define the Connected App as follows: Connected App Name: MyKloudracApp API Name: MyKloudracApp Contact Email: enter your...

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Customer Relationship Management (CRM) has acquired momentum in the current years. CRM software has advanced and spread out into various headings. Salesforce is one such famous and sought after CRM Software. Salesforce causes associations to interface with their clients in a radical new manner with Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, and so forth. Salesforce additionally offers Success Community as a stage that empowers a 360-degree correspondence channel for its adherents. Salesforce Success Community is an online entrance...

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In Salesforce, you’re going to have to do a data import at some point or the other.Importing data from an old system or importing a new list of leads (data outside of Salesforce into Salesforce) demands a feasible method to get around it. It’s better to first consider all the available options before bringing hundreds or thousands of new records into your database. Import Tools There are several tools one can use to import data into Salesforce.Each tool comes with...

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WHAT IS QR CODE?  QR code (Quick Response Code) is the trademark for a type of matrix barcode (or two-dimensional barcode) first designed for the automotive industry in Japan.A barcode is an optical label that is read by machines and contains information about the item to which it is attached. There are four standardized encoding modes that a QR code uses to efficiently store data. Numeric Alphanumeric Byte/Binary Kanji Extensions may also be used. QR Code in Salesforce:-  The Meaning...

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Sales process.  It doesn’t have to make you cringe! The reality, in fact, is that every successful sales rep follows a process.  And every company that wants to grow and scale needs to give reps a consistent process to follow.  Without a process, incremental growth eventually becomes exponentially costly. There are a lot of things to consider when launching a sales process. If you’re defining a sales process for the first time – or you’re suffering with an over-engineered sales...

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Clearly in today’s world full of technologies measuring sales activities is the major raw material for better sales management. However, data reporting based on salespeople’s activity is not at all sufficient for getting hold over the performance. For exerting influence over Sales Objectives and better business results, getting only relevant data is not sufficient, but they must also know about what to do with these data. Hence they need a way to organize activities related to sales force for a...

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What is reCAPTCHA? A CAPTCHA is a challenge-response test used in applications to determine whether a human or a computer is interacting with the application. reCAPTCHA is a free service that protects your site from spam and abuse. It uses a dvanced risk analysis techniques to tell humans and bots apart. With the new API, a significant number of your valid human users will pass the reCAPTCHA challenge without having to solve a CAPTCHA. Lets go and see how to use...

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