Blog

Access useful articles, whitepapiers, how-to, guides, best practices and more on this blog. Have a nice reading

For Everyone

Salesforce Marketing Intelligence Report - Key Insights.

Without question, turning to data to help develop and maintain businesses is vital. Intelligent data is the lifeline and facilitator of success, whether it’s reacting to changing consumer behavior during and after the COVID-19 epidemic...

October 22, 2021

5 Min Read

For Everyone

Salesforce custom report types - what are they, when are they useful

Reporting on your Customer Relationship Management (CRM) data can give you real-time data-driven insights into your business

September 18, 2021

5 Min Read

For Everyone

Marketing campaigns - how to plan, execute and report

Marketing is about establishing objectives and delivering tangible outcomes, not simply flashy advertising and amusing commercials. A campaign may provide quantifiable indications of such results, but only if it is well-designed. The initial step is to define a set of objectives.

September 12, 2021

6 Min Read

For Everyone

How to get Salesforce data into CSV or Excel files

Salesforce is a customizable multipurpose CRM platform that millions of users use to handle complicated company operations, improve sales, customer care, marketing, etc.

July 24, 2021

5 Min Read

For Developers

Batch Apex Error Event - CloudAnswers Hackathon

A hackathon is an event usually put together by a tech organization. The event brings programmers together over a specific period to collaborate on a project.

June 28, 2021

5 Min Read

For Everyone

Tips for effective online sales

Technology has changed the approach to daily living. One of the main areas it has significantly impacted is e-commerce across the globe.

June 13, 2021

5 Min Read

For Everyone

Improving your Sales strategy during a pandemic

Currently, businesses have settled into the reality of virtual meetings, remote work, online marketing, and other remote approaches to getting work done at a distance. The fact is that Covid-19 changed the whole world.

May 6, 2021

6 Min Read

For Everyone

Getting familiar with Salesforce dashboards

Salesforce dashboard visually provides information- quickly and easily. Dashboards can be created for anything that you are tracking in Salesforce. They can be customized for different business units or job roles. I

April 28, 2021

6 Min Read

For Everyone

Hackathon Highlights: Shipment Scanner

Hackathon Highlights: Shipment Scanner. new API for barcode scanning in Lightning Web Components combined with a third-party library for generating QR codes to create a better way to generate shipping labels and receive packages.

April 21, 2021

3 Min Read

For Everyone

Salesforce reports can help your business

A Salesforce report is a document that contains organized data from Salesforce. Salesforce has several options for formatting tabular data within the report. Reports can include charts, graphs that summarize the report data.

April 14, 2021

6 Min Read

For Developers

Save DOM Element As Image Attachment In Salesforce

Use a dom-to-image Javascript library that can turn arbitrary DOM nodes into a vector (SVG) or raster (PNG or JPEG) image in Salesforce.

April 8, 2021

3 Min Read

CloudAnswers

How and Why We Run Hackathons

CloudAnswers team every month or two, run 24-hour hackathons. They have been a big success: we have received great feedback from the team, launched several products, solved customer problems and our own. So we thought we’d share why and how we run these.

March 29, 2021

7 Min Read

For Everyone

Duplicate Records in Salesforce?

Maintaining a CRM system with accurate data is critical for any business to succeed. Removing duplicates records in Salesforce is one of the easier ways to improve data quality. For those just getting started with duplicate management, start with setting up Duplicate Rules and Matching Rules to prevent or identify duplicates, then figure out a plan to merge them and keep it clean moving forward.

March 21, 2021

9 Min Read

For Everyone

How to create a working marketing calendar in Salesforce for your business

A marketing calendar is a written blueprint that keeps your marketing activities on track. With one, it is easier to organize, visualize, and execute your activities. Consequently, it is an actionable tool that works towards achieving goals over a stipulated period.

March 11, 2021

10 Min Read

For Developers

Embed Image In Conga Document Using Salesforce ID

Learn how you can embed an image uploaded as a Salesforce Attachment in a Conga Document. Use the Conga IMAGE tag you can embed images.

February 25, 2021

4 Min Read

For Everyone

Top reasons Why you should use Salesforce for your business?

Salesforce for business is cloud-based CRM software, with standalone applications for sales, customer service, and marketing.

February 18, 2021

5 Min Read

For Everyone

Salesforce Power Admin

Salesforce Admin is the captain for maintaining the business structure and data quality, helping users develop reports, adding fields, running backups.

January 26, 2021

1 Min Read

For Developers

Deploy a Hasura GraphQL API for Salesforce in minutes

Salesforce API limits can stop you from using Salesforce data. Get around that, by using open-source Hasura GraphQL API for Salesforce.

January 12, 2021

3 Min Read

For Everyone

Avoid the Salesforce Data Storage Limit

Use the free Google Drive and liberate your files in Salesforce by an CloudAnswers Google Drive Integration App. Avoid salesforce data storage limit.

January 6, 2021

2 Min Read

For Everyone

Salesforce Lightning components overview

What is Salesforce Lightning? Salesforce Lightning is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.Lightning contains a set of tools and technologies behind a significant upgrade to the Salesforce1 Platform (formal App Cloud), which is the Salesforce mobile app development platform.

December 15, 2020

5 Min Read

For Administrators

Custom domains and free SSL on Force.com Sites

You are using a force.com site with a custom domain, but browsers are now preferring SSL (https) and users might even be warned if they visit your force.com site if it doesn’t use SSL. Built a custom domain and free SSL on Force.com - in this article we show you how

December 11, 2020

2 Min Read

For Everyone

Effective data storage in Salesforce for every business size

In today’s digital times, the growth and the future of organizations are highly dependent on their policy to collect, store, retain, access, and use data. What’s more, this enormous volume of data is coming with plenty of challenges like high storage costs, reduced application performance, quality issues, but also security and scalability.Sometimes, when working with Salesforce, the amount of data may grow too big. And for this reason, you have to come up with the right ways to handle such numbers of data, to avoid a degradation in Salesforce performance by optimizing Salesforce data storage.

December 1, 2020

8 Min Read

For Developers

Build Fast Static Sites with Salesforce and Netlify

Learn how to get your data from Salesforce into your epicly fast jamstack sites. and see common patterns for quickly extracting key data from salesforce without adding too much complexity and maintenance overheadhow to build your own CMS for dynamic sites using records in salesforce.

November 27, 2020

4 Min Read

For Developers

Run Salesforce Reports in Apex

How to describe Salesforce reports in Apex? How to change report filter values through Apex? How to run reports to get data in Apex? Meet the answers in our article

November 24, 2020

3 Min Read

For Everyone

How to calculate ARR and MRR

How to calculate Annual Recurring Revenue and Monthly Recurring Revenue with Salesforce Data. Focuse on the reports be easily pulled and calculated in Salesforce.

November 5, 2020

4 Min Read

For Everyone

7 Popular Reporting Apps for Salesforce

Since always proper reports have been a regular source of confusion among sales and marketing reps for as long as the customer relationship management software has been in praxis. Many teams who use the software to track their sales opportunities and activities have ranted about the numerous difficulties in producing reports from their Salesforce sales and marketing data. Let us introduce you the most popular Salesforce reporting apps.

October 27, 2020

8 Min Read

For Everyone

Top 10 Salesforce apps of 2020

Businesses use the Salesforce AppExchange to research, download and install apps that can help better run their businesses. Check the list of ten best reporting apps for Salesforce.

October 13, 2020

5 Min Read

For Everyone

Why business owners should know AppExchange?

Business owners, who implemented the Salesforce solution, should be familiar with the AppExchange. Marketplace products and services help organizations configure their CRMs to fit their business needs. And AppExchange is more than business apps only. You can find components, consulting partners, and developers to help you extend the power of Salesforce and run your business with apps.

September 24, 2020

4 Min Read

For Everyone

What operational metrics should you measure?

Operational metrics are key performance indicators that display a measurable value that shows what's going on in the business in real-time.

September 8, 2020

2 Min Read

For Everyone

Salesforce - Reporting Tips and Best Practices

Reports are needed to understand the data you have in Salesforce or any other CRM. But how the report should be built might be challenging.

August 25, 2020

5 Min Read

For Everyone

Waterbury PAL, nonprofit organization, helps more children with Salesforce

Salesforce’s nonprofit success pack allows PAL organization, whose goal is to help kids, to reach their full potential as productive, responsible citizens.

August 18, 2020

3 Min Read

For Administrators

How To Make Your Salesforce Reports Run Faster

Get some some known tips and tricks which can make your Salesforce reports run faster. Most reports load in a matter of seconds.

July 28, 2020

4 Min Read

For Everyone

10 CRM metrics you should measure

Customer relationship management, is necessary for enhancing the customer’s experience. Meet the 10 CRM metrics you should measure.

July 17, 2020

3 Min Read

For Everyone

Avoiding Salesforce Report Subscription Limitations

Report Sending limitations in Salesforce. Find out how to walk around Salesforce Report Subscription Limitations. Challenges in reporting.

June 2, 2020

2 Min Read

For Everyone

Creating automated reports in Salesforce

Creating automated reports in salesforce. Schedule and send reports to non-salesforce users, to any email, in Excel format.

December 9, 2019

3 Min Read

For Everyone

GDPR can turn into an opportunity

GDPR can be a real opportunity for you. To be upfront competitors and building trust amongst your customers, update your website to comply the regulations.

September 25, 2019

3 Min Read

For Everyone

Why you should use a marketing calendar

Read about the benefits of using a marketing calendar and how to get started. Get some free templates to start right away.

August 27, 2019

3 Min Read

For Everyone

Sales Cycle Lengths

3 fundamental sales KPIs that can be automated - Sales Cycle Lengths. Opportunity age can be quickly calculated as days between CreatedDate and CloseDate.

August 14, 2019

2 Min Read

For Everyone

3 fundamental sales KPIs that can be automated - find holes in your funnel

3 fundamental sales KPIs that can be automated. Find holes in your funnel and improve your sales engine by using the right tools.

July 25, 2019

2 Min Read

For Everyone

3 fundamental sales KPIs that can be automated - new opportunities

Learn how to get the right KPIs out of Salesforce. Get to know everything about the top of the funnel health and use it to...

July 8, 2019

2 Min Read

For Everyone

5 tricks to accelerate business with emailed reports using Report Sender

The top 5 tricks to accelerate business with emailed reports using Report Sender. #1 Disseminate Product Updates to Partners...

April 18, 2019

5 Min Read

For Everyone

Winners of the First CloudAnswers Open Hackathon

CloudAnswers open hackathon happens on a monthly basis. Teams are challenged to build apps that are related to Salesforce

January 9, 2019

3 Min Read

For Administrators

How to use Lightning Components in Flows

How to use Lightning Components in Flows? A flow is an application usually built by Salesforce administrators.

July 24, 2018

4 Min Read

For Developers

Salesforce Big Objects

Salesforce big objects allow you to store and manage a massive amount of data on the Salesforce platform.It provides a consistent performance

June 28, 2018

4 Min Read

For Developers

Using Promises in Lightning

Salesforce introduced Lightning platform a co...

June 16, 2018

3 Min Read

For Developers

Track first response time on Cases using Entitlements

When working with Cases in Salesforce, a comm...

June 14, 2018

4 Min Read

For Developers

Quotes and Opportunity Line Items - Add a Trigger to Sync Custom Fields

Background: Quotes in Salesforce represe...

May 24, 2018

4 Min Read

For Administrators

Replace Code with Flows

In Salesforce, Flow is a tool that can show screens to users, ask questions, and process their input. A common use case is scripting calls for support agents. %

May 17, 2018

3 Min Read

For Developers

lightning:outputField rendering issue when using with lightning:recordViewForm

**Background:** lightning:outputField is the...

April 27, 2018

2 Min Read

For Developers

Stream logs to CLI with apex:log:tail

Salesforce DX is a new set of tools that stre...

April 24, 2018

2 Min Read

For Developers

CPQ Custom Quote Lines

Who is this for: Salesforce CPQ develope...

April 21, 2018

2 Min Read

For Developers

Modify CPQ PDF Header and Footer

The Salesforce CPQ Header and Footer might wo...

April 21, 2018

1 Min Read

For Developers

Spring 18 Lightning Experience Highlights

Salesforce's Release Notes for Lightning Expe...

March 27, 2018

4 Min Read

For Everyone

Lead Rotator Added to PowerPack

#### Lead Rotator added to PowerPack Cloudan...

February 1, 2017

1 Min Read

For Everyone

Case Merge Added to PowerPack

Case Merge added to PowerPack <iframe s...

January 26, 2017

2 Min Read

For Developers

Lightning and JavaScript Buttons

Lightning is coming. You have played around w...

January 25, 2017

2 Min Read

For Administrators

Must Do - Trailhead: Reporting

Salesforce is a lot of things. You can store ...

January 25, 2017

1 Min Read

For Developers

Spring '17 Developer Preview

Salesforce's Spring '17 release is coming soo...

January 18, 2017

6 Min Read

For Everyone

Announcing PowerPack AppExchange App

When you have worked in over 100 orgs you get...

November 12, 2016

2 Min Read

For Administrators

The four technical supplements that will help your email open rates reach peak performance

Email: The easiest way to either a high marke...

October 7, 2016

4 Min Read

For Everyone

Out of aspirin? Reduce headaches with these 5 CRM software Best Practices

We’re not recommending that you can replace a...

October 6, 2016

4 Min Read

For Everyone

Lead Nurturing Checklist

You operate or work within a medium-sized bus...

June 10, 2014

3 Min Read