Dorian Sabitovsfappsinfo.hashnode.dev·Nov 21, 2024How to Create a Custom Quote Template in SalesforceIntroduction: Making Quotes Stand Out in Salesforce Quotes in Salesforce help businesses create consistent and professional documents quickly. Using a custom quote template in Salesforce CPQ allows businesses to create quotes that fit their needs whi...Discussblog
Dorian Sabitovsfappsinfo.hashnode.dev·Nov 12, 2024Optimizing Salesforce Data Integration: Tools and Best PracticesIntroduction: Why Do You Need a Data Integration? For businesses that rely on Salesforce, data integration plays a key role in ensuring that information is accurate, accessible, and actionable. Many organizations use Salesforce to manage customer dat...Discussblog
Dorian Sabitovsfappsinfo.hashnode.dev·Nov 6, 2024How to Create a Student Portal in Salesforce with No CodeIntroduction or Why Do We Need Student Portals? A student portal is rapidly becoming an essential tool for educational institutions aiming to streamline and modernize student interactions. From enrolling in classes to accessing academic resources, st...DiscussStudentPortal
Dorian Sabitovsfappsinfo.hashnode.dev·Nov 6, 2024How to Implement Salesforce HIPAA ComplianceUnderstanding the Need for Salesforce HIPAA Compliance HIPAA compliance is essential for any organization that handles protected health information (PHI). The Health Insurance Portability and Accountability Act (HIPAA) was established in 1996 to prot...Discussblog
Dorian Sabitovsfappsinfo.hashnode.dev·Nov 5, 2024How to Manage Salesforce User’s Permissions in ExcelIntroduction: Get Your Salesforce Permissions Updated in Bulk! Managing user permissions in Salesforce can feel overwhelming, especially if you’re an admin responsible for making sure everyone has the right level of access. Permissions control what u...Discussblog
Dorian Sabitovsfappsinfo.hashnode.dev·Oct 31, 2024How to Perform Salesforce Security Health Check: Process and Top AppsIntroduction: Is Your Salesforce Secure? Security is critical when managing sensitive customer data and important business information. Salesforce, known for its strong security standards, is a trusted choice for many organizations. However, even wit...Discussblog
Dorian Sabitovsfappsinfo.hashnode.dev·Oct 19, 2024How to Create Custom Reports in SalesforceIntroduction to Custom Reports in Salesforce “Data is the new oil” – this phrase by Clive Humby can be perceived in different ways, but in one way this analogy is true: like oil, information will not bring much benefit without proper processing and r...Discussblog
Dorian Sabitovsfappsinfo.hashnode.dev·Oct 16, 2024How to Create Salesforce Electronic Signature with No CodeIntroduction to Salesforce E-Signatures Signing documents online has become a quick and easy way for businesses to handle important agreements, contracts, and forms. Instead of dealing with the hassle of printing, signing by hand, and scanning Salesf...Discussblog
Dorian Sabitovsfappsinfo.hashnode.dev·Oct 14, 2024All Types of Visualforce Page Customizations ExplainedIntroduction: Why Do You Need a Visualforce Salesforce Visualforce is one of the early and most powerful tools in Salesforce for creating customized user interfaces. Whether you’re building a simple page or a complex interactive dashboard, Visualforc...Discussblog
Dorian Sabitovsfappsinfo.hashnode.dev·Oct 9, 2024How to Connect 2 Salesforce Orgs: Best Practices and Use CasesAre your company’s business processes way too complicated for just a single Salesforce organization? Or do you want to split business processes, directions, or units in different Salesforce organizations? Maybe your company is going through a merger ...Discussblog