Create records using Scanner app

Vision-e scan app was created for Sales teams. It will create records through business cards. We can take a picture of the business card from the mobile. It will send the card to Salesforce and process it as a Contact or Lead by one more tap.  Prerequisites:  Steps to install the app:  How to use […]

Conditional Rendering in LWC

Salesforce Lightning Web Components allows the capability to conditionally render components or elements. If a specific condition is met, the elements or components can be rendered.  Lightning Web Component has two directives for conditional rendering:  In LWC, the directives can be enclosed in a <template> tag as shown below:  <template if:true={expression}>    display when expression […]

Google Tag Manager in Salesforce

What is GTM?  Google Tag Manager is a tag management system that allows you to update measurement codes and related code fragments collectively known quickly and easily as tags on your website or mobile application.   Usually, GTM is used to track the users who visit different website pages. The Marketing team will further analyze based […]

Integrate BriteVerify with Marketo Form

BriteVerify is a contact (Email, Phone and Address) verification tool that provides secure and scalable validation. If a user enters an invalid email address in an email textbox, BriteVerify will check whether the entered email address exists or not. If it exists, it will show “Valid Email Address”. If it does not exist, it will […]

Save and Resume Forms/Application in OmniScript

Enabling ‘Save and Resume’ functionality, the OmniScript can be paused and resumed without loss of filled data.  ‘Save and Resume’ functionality allows the users to pause the OmniScript and save it as links in an object record. Then, resume the OmniScript using the Saved link. Once the OmniScript is paused, the link to resume and […]

Usage Based Pricing – Salesforce CPQ

In Salesforce CPQ, you can create invoice for the customer, based on the usage of products.  We are going to see an example of Usage products and creating invoices based on the units/quantity consumed by the customer. This example will show how the Invoice total is calculated based on the number of units/quantities consumed by […]

Navigate to Named Page Using Navigate Action – OmniStuido

Also, it enables to Navigate to the community page from the Omni script along with parameters passed to the page.  Navigation Action allows to navigate to various external web address, communities or to Salesforce to mobile apps. To Navigate to the Community page, the Named page or Community page in the PageReferenceType of the Navigation […]

Field Trip App

Introduction:  Field Trip App helps the Salesforce users to calculate the custom field’s health. It can be used to run the inbuilt report on objects to identify the unused fields and will keep the data clean. It will give us the percentage of how many records’ values are populated and provides overall health of data.  […]

Einstein Recommendations

Einstein Email Recommendations  Einstein Email Recommendations deliver the next-best content or product by enabling us to observe customer behavior and build preference profiles. Email Recommendations are delivered as a pre-built image and link pairs are activated when a user opens the email. These are called open time recommendations, which also means the logic and scenarios […]