Blogs & Videos
Amazon Connect Integration with Salesforce Open CTI - Custom Screen Pop Page with LWC
This article will be the first in an Amazon Connect - Salesforce blog series. Amazon Connect is as an integrated CTI solution with Salesforce even outside of Service Cloud Voice.
4 Challenges of Modern Investment Banker Solved with Salesforce FSC [FREE GUIDE]
On an average, investment bankers work around 80 hours a week and some weeks for as much as 100 hours. Technology can greatly improve the efficiency and productivity of investment bankers.
Salesforce Financial Services Cloud for Private Equities - Why now and How?
Getting ahead in the race to close deals with improved agility and stealth just got easier through our innovative and automated solutions built on Salesforce Financial Services Cloud (referred to as FSC henceforth).
WhatsApp Cloud API Integration: Receiving Attachments from WhatsApp to Salesforce
Now you can receive attachments from WhatsApp to Salesforce, further integrate your system, and generally make your life easier.
WhatsApp Cloud API Integration: Sending Attachments From Salesforce To WhatsApp
You can send attachments from Salesforce to WhatsApp, further integrate your system, and generally make your life easier.
WhatsApp Cloud API Integration: Receiving Messages From WhatsApp to Salesforce
A method for connecting Salesforce to WhatsApp can be done with Apex REST set for no auth mechanism.
WhatsApp Cloud API Integration: Generating Access Token With Facebook Login
As you probably already know, our magnificent developers have shown you how to create a permanent access token when integrating WhatsApp with Salesforce. And to add an extra bit of sprinkles to that already delicious knowledge-sundae is the ability to get an access token from Facebook Login programmatically.
WhatsApp Cloud API Integration: Generating Permanent Access Token
Hello again loyal reader! We are bringing you more of what you love, how to integrate WhatsApp with Salesforce (You thought we were going to say chocolate, right? Come on, how would we even do that?). Now assuming you read the first post…you did, right?.. Of course, you did! Now that you have set up the ability to send messages to Salesforce from WhatsApp, let’s dive into generating a permanent access token to simplify the whole process.
Salesforce WhatsApp Cloud API Integration: Setup and Sending Messages
Let the journey begin! Here starts the expedition into integrating WhatsApp with Salesforce for an improved customer and user experience. Join us in the first of multiple posts that explore this new world of integration. We start our trek by integrating WhatsApp Cloud API with Salesforce (spoiler alter - Meta hosts their own API!). Onward and upward!
Leverage Zip Code To Improve User Experience In Salesforce
Contacting customers promptly is an integral part of any business but time zones can complicate this process. It is also important to respect business hours during solicitation to ensure leads do not end up in DNC lists and diminish the chances of a successful contact. Moreover, a simple and easy-to-fill-out form is critical to improve the user experience and increase the submission rate. In a nutshell, the simpler the intake form, the higher the chances of users taking action! While Salesforce does not have a native functionality for auto-populating time zones, there is an API-based approach that can solve this problem. In addition, this same solution can also auto-populate country, state and city as well (the US and Canada). Continue reading to see how you can easily configure this solution and streamline your data gathering process.
Building The Right Workplace Culture: The Cloud Peritus Story
Timely business insights hold the key to successfully competing in an increasingly digital world.
Uploading Files to S3 Using Presigned URLs
If your end users need the ability to upload a large volume of files or extremely large files then Salesforce may not be the ideal file storage solution for your business due to file size limitations and cost.
Strategy for Profiles and Permission Sets
Ensuring that your end users in your Salesforce org have the necessary and only the necessary permissions to perform their job is essential. Salesforce offers numerous different ways for admins and developers to enforce security across multiple levels:
Designing Salesforce for the future - Isn't it obvious? Maybe not...
"We need to redesign our Service cloud, Salesforce data model which means we must redesign processes, reload data, potentially re-write integrations and re-train our existing users in order to enable Sales cloud or enable Community cloud." Doesn't it sound familiar, am sure for most of you it does. In fact, this is true even if you've started off your Salesforce journey with Sales cloud or Community cloud.
A short glimpse of our journey in 2022 and our vision for 2023!
This video provides an overview of our accomplishments in 2022 as well as our strategy for 2023.
Our Journey over the last 2 years
We are fully committed in our mission to help our clients realize their transformation goals.