Say Goodbye to Salesforce Duplicates with CloudAnswers’ Potential Duplicates & Bulk Merge
Duplicate data can feel like misaligned puzzle pieces – information that should...
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Access useful articles, whitepapiers, how-to, guides, best practices and more on this blog. Have a nice reading
Eliminate Duplicates Fast with Bulk Merge
As consultants and app providers, we get to see a LOT of...
Report Sender Version 2: A Major Upgrade for Salesforce Users
As we celebrate Report Sender’s 10th anniversary, we’re thrilled to unveil its...
AppExchange Review: Lazy Admin
Don’t you just wish you could ask an AI to build your Salesforce reports for you? I’ve found an app that does just that in our first installment of CloudAnswers AppExchange Reviews. Check out our review of Lazy Admin AI, a great app for an Admin in a rush.
AppExchange Review Series
As a long time Salesforce partner (since 2008), on both the consulting and AppExchange side, we realized we have a wealth of experience in building, installing, configuring, and using AppExchange apps. Our consulting customers often come to us with questions about which app would solve a particular problem, and as part of our AppExchange business we are often trying apps to learn what to do (and not to do) when building our own.
5 Hottest Updates in Salesforce Summer ’24 for Admins
Salesforce has 3 major releases every year: Spring, Summer, and Winter. The Summer 24 release is rolling out in 3 stages: May 17th, June 7th, and June 14th, respectively. Sandboxes will be updated on May 10, but if you want to get hands-on early, you can sign up for a preview org by following the link below. Getting to the good stuff, there are some major quality-of-life updates for Admins, features like the automation app, Einstein for Flow, Field tracking history, personal labels, and improved permission set interfaces, to highlight a few.
Product Launch: CloudAnswers Shop Builder
Are you looking for an easy way to launch an ecommerce shop? Our new app, Shop Builder, is now in public beta! We’re looking for companies that want to build an online shop but don’t want to spend thousands building it out.
Tips for Becoming a Salesforce Developer
Interested in becoming a Salesforce developer? In this blog post Jagmohan has put together his favorite tips and resources to get started in the world of Salesforce development.
A Day in the Life of a Project Manager at CloudAnswers
I'm Emily, and I've been a project manager at CloudAnswers for the last two years. It can be a nebulous role, but I like to say I act as a bridge between the product vision and tangible results, whether that is building a custom app for a client or one of our own Salesforce products. My typical day revolves around managing tasks, ensuring progress, and maintaining standards while adhering to project timelines.
Create a Custom Lightning Component for Alert and Confirm Dialogs
As front-end developers, there can be numerous instances when we need to display a prompt, a confirm dialog, or a confirm dialog with some input control to accept some value from the user. If you happen to be a Salesforce developer reading this article, you must have had such a requirement while writing lightning components.
5 Northeast Dreamin’ Sessions Admins Don’t Want to Miss
Northeast Dreamin’ is the premier Salesforce User conference in the Northeastern United States and happens annually in New Hampshire. If you’re not familiar, Dreamin’ events are small regional Salesforce conferences that take place around the world. So you would expect informative sessions, but I wa
SF Admin 1 Year Blog post
It’s been one year since I started working as a Salesforce administrator, and I have learned a lot. From getting a solid grasp on Flow to learning how to use SOQL queries or even the simplest formulas in Excel. My perspective is unique since I work as a consultant, meaning I work with many different
Creating a Custom Component to Update Experience Cloud Profile Photos
Are you looking for a lightning component to set or update a community user’s profile photo? If yes, please read this article for a guide that makes it simple. A profile photo adds a personal touch to the profile and helps others easily identify the person behind the profile. In the context of profe
When and how should I use entry criteria VS decision elements in Flows? #admins
Both entry criteria and decision elements are great ways to filter records down to get exactly what you need, but there is a time and place for each. First, let’s take a look at their strengths and limitations. Then we’ll dive into how and why to use each with a business problem that is solved by us
How to ensure your team’s work passes UAT
Getting stopped in your tracks by not passing User Acceptance Testing (UAT) is rough. All that hard work only to run into a bug or find that your solution doesn’t actually fit the needs of the client.