What is Salesforce Community Cloud? Salesforce Community Cloud is an online social platform for companies to create branded sites connecting customers, employees, and partners with each other. It provides them the records and data they need to accomplish their work...
Through the extension of Configure, Price, and Quote (CPQ) to Service Cloud Lightning by Salesforce, organizations can now deliver enhanced buying experience to the clients. It empowers the organizations to close the deals smoothly. Configure, Price, and Quote (CPQ) is essential...
Prerequisites :- 1.Google dialogflow account 2.npm 3.ngrok.exe This tutorial shows you how to do Salesforce Integration with dialogflow to build a simple Dialog flow agent, walking you through the most important features of Dialog flow. You’ll learn how to: (more…)
While generating quote document in Salesforce CPQ, one may require to show products in grouping. That is possible by populating Group Field of Quote Template record with value Product Family. Scenario: A seller sells two types of products i.e. Hardware and Software. While...
With the increase in the demand for different types of contracts, there is a growing need of an optimum solution for effective contact management. When it comes to contract management, the solution of Apttus Contract Management is a top choice among people. With its...
Suppose there is a scenario in which you are generating a Quote Template and you need the template sections to be displayed based on certain condition. You can do this by using ‘Conditional Print Field’ field in Template Section object. It is a picklist field that stores API names...
A constraint rule is a business rule. They let you to include, exclude, validate, recommend, and replace products based on business logic. At the very centre of it, a constraint rule is like if/then statement. It comprises of three things. Rule Header – a brief summary about the...
A landing page is a particular web page that a visitor generally reaches after clicking a link or advertisement. This page typically displays content that is specific to the advertisement, or link clicked. Just driving visitors directly to your home page can be an ineffective...
Pardot forms and form handlers are not the same. Pardot forms are built and managed completely in Pardot. Form handlers, on the other hand, connect Pardot to your external forms so you can channel prospect information into Pardot. Look into the below features to decide which type...
Form handlers are used if you have extensive form and structure on your website or if you have so much customization in your system. Form handlers allow you to retain your form’s existing structure and simply post the data the Pardot. This is beneficial because you can do any...
