January Summary: Salesforce Insights #2

Here is the second part of Salesforce Insights from ENWAY! Just like last time, we've curated our top Salesforce tips & advice to keep you informed and inspired. Let's take a look back at some of the highlights from January.

How to create a Landing page in Salesforce & Validation Rules in Salesforce

Salesforce Landing Page is a single-page website or page designed especially to attract the attention of visitors and interest them in a particular product, service, or offer.

In this video, our colleague and certified Pardot Specialist explains how to create, what to pay attention to when creating, and the three key questions that everyone should ask before creating.

Watch the full video on YouTube: https://youtu.be/HvaYzmBNc2g?si=b2pPknVNBoy2D5wX

Salesforce Validation Rules help companies maintain data integrity and prevent costly errors.

In this video, our colleague and certified Salesforce Administrator gives an overview of this feature and how it can help businesses with cases!

Watch the full video on YouTube: https://youtu.be/r0n6sXJNuVk?si=CXVOJpoPTm9dz-s4

Salesforce Reminder

How to add a flow to a utility bar:

1?? Edit the Sales Lightning app (LightningSales Developer Name) in App Manager.

2?? Add the “Utility Bar Flow” to the app’s utility bar:

? Click “Utility Items (Desktop Only)”.

? Add a new item, select “Flow” and configure:

? Label: “Utility Bar Flow”

? Icon: Your Flow’s icon

? Panel Height: 200

? Flow: “Hello World”

Save changes and wait for updates to propagate (may take several minutes to propagate to every page in the org).

If you would like to read more: https://help.salesforce.com/s/articleView?id=sf.flow_distribute_internal_utilitybar.htm&type=5

3 Apps for WhatsApp and SMS messages in Salesforce

In Salesforce, you can send SMS and WhatsApp messages using various third-party applications and integrations. Salesforce itself doesn't have built-in SMS or WhatsApp messaging capabilities, but you can integrate Salesforce with platforms that provide these services.

Here is our pick of tools that help send automated and customized SMS/WhatsApp messages to your customers right from Salesforce:

• 360 SMS App for Salesforce - Send SMS
• Mogli SMS: Text Messaging
• Unlimited SMS for Salesforce, WhatsApp by Kcloud Technologies

For links and details, read the full post here.

Salesforce Features Explained: Web-to-Case

Here, we explain what Salesforce's Web-to-Case feature is, and how you can connect your customers' online inquiries to your support operations.

6 DML operations in Salesforce

In Salesforce there are 6 DML operations in Apex and we have compiled for you all of them in one picture!

DML operations manage sObject records (like accounts or contacts) in your organization's data.

1?? insert: Adds new records (similar to INSERT in SQL).?

2?? update: Modifies existing records (similar to UPDATE in SQL).

3?? upsert: Creates new records or updates existing ones based on a specified field (or ID if not specified).?

4?? delete: Deletes records (similar to delete() in SOAP API).?

5?? undelete: Restores deleted records from the Recycle Bin (similar to UNDELETE in SQL).?

6?? merge: Combines up to three records of the same type, deleting duplicates and re-parenting related records.

How does Data Cloud magic work? And what does it have to do with your marketing campaigns?

Due to Salesforce's recent #AI announcements, Data Cloud is on the highlight. At its core, Data Cloud is a platform acting as the central nervous system for customer data collection and unification.

Our Salesforce admin, Vadzim, tested Data Cloud in practice and came up with the latest ENWAY Journal article.

Read the whole article here.

We don't always have to be serious; here's a joke for you

Me writing clean, efficient Apex code…

?? Friendly reminder: To prevent this from happening, ENWAY is here to help you implement your ideas.

We hope this new collection of cool posts brings you some weekend cheer and inspirations for the next week.

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