Certified Salesforce Developers, Experts and MVPs
25
Apr

The ultimate checklist to improve email deliverability in Salesforce

Posted by Siva Devaki

Are you about to launch an extensive email marketing campaign in Salesforce? If you’re concerned about email deliverability, you’re on the right track. Poor email deliverability wastes your marketing efforts. If you have a poor email sender reputation, no one will get your emails at all—and once your reputation starts going bad, it can be an upward battle to fix. Email deliverability is concerned with where an email ends up with after it’s been received by a sender. If your emails are being delivered into trash or spam, they aren’t being seen. If you want to improve your email deliverability,

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Certified Salesforce Developers, Experts and MVPs
12
Jun

Lightning migration for the classically minded

Posted by Stuart Edeal

If you have been a Salesforce Admin for many years like myself and worked in the Classic “Aloha” interface since it has been introduced, you may find yourself nervous about moving into the new “Lightning Experience”.  It has been available for a couple years and I also have been dipping a toe in the water.  This summer I decided to turn it on and dive in.  Here are my notes that I hope other admins could use when planning their migrations from classic. Before turning it on there are a few easy steps I would recommend doing the following: Do

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Certified Salesforce Developers, Experts and MVPs
17
Nov

X-Author for Excel Data Migration Wizard – Part 2

Posted by Mitul Patel

X-Author for Excel by Apttus – A little background X-Author for Excel by Apttus is an application that allows you to use your CRM with Microsoft Excel. A deadly combination of secure and easy-to-use, X-Author for Excel allows you to get the best of both worlds. While using X-Author for Excel, you can have your customer data on your CRM, with all your validation rules, workflow rules, and other rules in place. You can then fetch your data from CRM to Excel; manipulate data in Excel, and save it back to your CRM. Data manipulation includes performing standard CRUD operations

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Certified Salesforce Developers, Experts and MVPs
21
Oct

X-Author for Excel Data Migration Wizard – Part 1

Posted by Mitul Patel

X-Author for Excel tool by Apttus – A little background X-Author for Excel by Apttus is a tool that allows you to use your CRM with EXCEL. A deadly combination tool, secure and easy-to-use, it allows you to get the best of both worlds. While using X-Author for Excel, you can have your customer data on your CRM, with all your validation rules, workflow rules, and other rules in place. You can then fetch your data from CRM to Excel; manipulate data in Excel, and save it back to your CRM. Data manipulation includes performing CRUD operations like adding new

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Certified Salesforce Developers, Experts and MVPs
12
Sep

Lightning Modal Component – Winter’18

Posted by Karanraj Sankaranarayanan

With the Salesforce Winter’18 release displaying modal/popup dialogue box is made simple in the lightning components. Most of the developers have come across the use case of displaying popup dialog when a button or link is clicked. Earlier we have to use lightning design system modal tags or other third party java script library to handle this scenario but now lightning components support natively in a single tag with the same level of flexibility. In the modal window, you can display either the static text or content from the different lightning component.  Let’s see how to use this component with

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