06 Dec, 2024

Features and Events

6 mins read

How to Use CRM for Non-Profit Management?

CRM systems are crucial for businesses across various sectors. While CRMs are often associated with for-profit organizations, they can offer significant benefits for non-profit management as well. For non-profits, CRM tools are not just about managing donors; they are about building relationships, improving outreach, and ensuring efficient operations. What is CRM? Customer Relationship Management (CRM) […]

6 mins read

Where is the Zoho CRM Billing Page?

Zoho CRM is one of the most popular customer relationship management (CRM) software tools available, offering a suite of features designed to help businesses streamline their sales processes, automate marketing, and improve customer relationships. As a Zoho CRM user, you may need to access your billing information to manage your subscription, update payment methods, or […]

6 mins read

Where to Register Integration URL in Salesforce?

Salesforce is one of the most widely used customer relationship management (CRM) platforms, and it is highly valued for its versatility and integration capabilities. Integrating Salesforce with other systems, applications, and services is often a key part of implementing solutions that help businesses streamline their operations, automate workflows, and improve customer service. One essential step […]

2 mins read

When Does a Flow Commit a Transaction in Salesforce?

Salesforce Flows are powerful tools for automating business processes within the Salesforce platform. Understanding when and how a flow commits a transaction is crucial for ensuring data integrity, minimizing errors, and optimizing the flow execution. Understanding Transactions in Salesforce In Salesforce, a transaction refers to a single unit of work that either completely succeeds or […]

2 mins read

How to Deploy Language Translation in Salesforce?

Language translation is an essential feature for global businesses that need to provide localized experiences to their customers. Salesforce offers robust language translation capabilities that help you translate your Salesforce records, custom labels, and more to different languages. 1. Understand Salesforce Translation Workbench Salesforce’s Translation Workbench is a tool that allows you to manage and […]

3 mins read

How to Update AppExchange Package Version in Salesforce Sandbox

Salesforce’s AppExchange offers a variety of packages to enhance your CRM’s functionality. When a new version of your installed AppExchange package is released, it’s essential to update it in your Salesforce Sandbox environment before deploying it to production. Here’s a step-by-step guide on how to update the AppExchange package version in your Salesforce Sandbox. 1. […]