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How To Create Constraint Rule In Apttus CPQ ?

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...

Creating a New Landing Page in Pardot

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...

Pardot Forms and Form Handlers

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...

Form Handlers in Pardot

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...

Amazon Alexa Integration With Salesforce

Amazon Echo Amazon Echo is a voice command device with functions like question answering, playing music and controlling smart devices. Echo connects to Alexa which is a cloud-based voice service, to provide information, answer questions, read the...

Create Bookmark using Favourite in Salesforce Lightning

If you’re acquainted with customizing tab sets in Salesforce Classic, you’ll welcome the way you can personalize your Lightning Experience navigation with Favorites. This feature is new in Lightning Experience. Favorites allow you quick access to important records,...

Global Object and Related Records Search

Salesforce has added another shortcut option to the instant result dropdown box. When you know particular object you want to search, type the name of the object in the search box. There will be the option to limit your search to that object only. This feature is...

Increase Your Lightning Apps with the Utility Bar

The utility bar provides your users quick access to common productivity tools, like Recent Items and Notes. It appears as a fixed footer that users can access to open utilities in docked panels. Under the covers, utilities harness the power of Lightning components. You...

Search for Contacts Using the Account Name

Now you will be able to find the right person, right away. Simply by entering a contact and account name while you search. This change will apply to Lightning Experience, Salesforce Classic, and all versions of the Salesforce1 mobile app. It is available in All Editions...

View Account Relationships Using Account Hierarchy

Account hierarchy gives the sales team an overview of the relationships between parent and child accounts. This feature is now available to Lightning Experience users with a plus point: Now you can customize hierarchy columns to show the details that are most useful to...