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Access useful articles, whitepapiers, how-to, guides, best practices and more on this blog. Have a nice reading
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.
April 12, 2024
5 Min Read
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.
March 22, 2024
5 Min Read
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.
March 4, 2024
6 Min Read
5 Northeast Dreamin’ Sessions Admins You 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
November 10, 2023
5 Min Read
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
November 7, 2023
8 Min Read
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
October 10, 2023
5 Min Read
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
May 25, 2023
4 Min Read
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. These things are bound to happen sometimes, but if it’s a regular occurrence, it can mess with your
May 4, 2023
3 Min Read
Salesforce Admins: Make QR Codes and Barcodes in Salesforce
Unlock the power of QR codes and barcodes (aka zebra codes) in Salesforce. Add them to your page layouts, email templates, communities (aka experience cloud), portals, and printed templates. This can be accomplished by a junior admin with a simple formula field — no code required. Read more if you w
February 1, 2023
2 Min Read
Sidestep the 2000 record limit in server-side pagination using Apex
Have you ever tried implementing server-side pagination using Apex with Salesforce SOQL limit and offset clauses? If yes, then you might already know that Salesforce SOQL doesn’t support offset values more than 2000. That means you can’t load more than 2000 records even if they are spread across mul
November 2, 2022
7 Min Read
Extending React Data Table’s Functionality with Custom Components
At CloudAnswers, we use the react-data-table-component for managing data in tables. It is quite good when it comes to pagination, sorting, and other important features. However, there were missing features in the original component, so we decided to add some func
October 25, 2022
5 Min Read
5 Northeast Dreamin’ Sessions Admins Don’t Want to Miss
Open Source Updates — Friday Oct 6, 2022 Photo by Hannah Busing on Unsplash As developers, we often see the same problem through multiple projects. When time permits we like encapsulate the reusable code into an app and/or github repo so we and other developers don’t have to go through the same work
October 7, 2022
1 Min Read
What is Salesforce DevOps and how does it impact your organization?
Lets begin with 'DevOps' definition. It is a collection of practices that integrate software development (Dev) and operations (Ops) to help teams produce, test, and deliver software faster and more reliably. Think of developer operations like you think about sales operations, or marketing operations - it’s the tools and processes that enable the department’s work. Since its inception in 2009, the word "DevOps" has been used to describe a combination of cultural ideas, practices, and tools that strive to shorten the development life cycle and improve software quality.
June 9, 2022
11 Min Read
Salesforce Lead Nurture Campaigns
Lead nurturing is all about discovering what your customers value and then offering it to them in an automated fashion and watching their behavior to see when they are ready to purchase or get involved with sales. Lead nurturing includes identifying their needs and giving value to potential customers throughout their interactions with your organization. That is encouraging leads to stay in touch until they are ready to take the next step
June 3, 2022
5 Min Read
Tips for Becoming a Salesforce Admin
Before starting my career as a Salesforce administrator, I had never even heard of Salesforce. I was just some kid who went to a trade school and worked at Best Buy. One day my dad had told me about this software that he was working with called Salesforce. He told me how you didn't need a college degree, no schooling. All you needed was the dedication to learning the software and $200 to pass the exam.
May 19, 2022
6 Min Read
Sales Activity Reports in Salesforce
Reporting on Sales Activity can be frustrating due to the complexity of capturing and reporting on all the different things going on, but being able to find the pulse of your sales team is priceless. We hope these ideas have inspired you to create some powerful reports. If you have any questions, feel free to start a chat with us - it's on this page to the lower right!
April 21, 2022
7 Min Read
How to build a Customer Churn Rate report in Salesforce
The churn rate is the total percentage of customers that join up and subsequently leave within a specific period. The churn rate is undesirable since it indicates that you're losing consumers. Customer churn rates may be divided into two categories: voluntary and involuntary. People who unsubscribe for their reasons, such as being dissatisfied with the service or no longer requiring it, are referred to as "voluntary churn." Involuntary churn can occur due to problems like payment failure that cannot be attributed to a customer intentionally canceling.
April 14, 2022
4 Min Read
The hidden costs of duplicates in Salesforce
A company's future success depends on making data-informed decisions quickly and effectively. Companies that don't follow these practices may be at a disadvantage. According to reports, poor data management costs organizations an estimated $3.1 trillion in the United States yearly.
April 3, 2022
6 Min Read
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 24, 2022
8 Min Read
Creating automated reports in Salesforce
Creating automated reports in salesforce. Schedule and send reports to non-salesforce users, to any email, in Excel format.
March 10, 2022
3 Min Read
The truth about duplicates in Salesforce
How do I manage duplicates in Salesforce? Duplicate records in your database are inescapable - between list imports, employees entering data, and all the automated inbound sources, there will inevitably be duplicate records. It is critical to have a plan to evaluate and correct these duplicates regularly. Salesforce duplicate management offers built-in capabilities to help users avoid entering the same data across several devices or sources. Salesforce's duplication management rules assist in discovering possible duplicate records across accounts (business and person), contacts, leads, and custom object records.
February 21, 2022
7 Min Read
Does reporting really matter?
What are the benefits of reporting? Business reports provide essential information to management, such as spending, profit, and growth. Reports deliver valuable information that the business can utilize to generate future predictions, marketing plans, assist budget planning, and improve decision-making.
January 21, 2022
6 Min Read
How to coordinate marketing and sales by avoiding duplicates in Salesforce
If you are in charge of handling client data, you have almost certainly dealt with the hassles that duplicate data causes. Whether the duplicate data entered your system due to clients filling out forms, manually inputting data, or importing it from other platforms, the implications are the same and highly expensive.
December 12, 2021
8 Min Read
How to edit the Opportunity Team in Salesforce?
An Opportunity Team is precisely what it sounds like: a group of individuals working together on a single opportunity. It gives you 100% control over who is working on what contact/deal/transaction and their responsibilities.
November 27, 2021
5 Min Read
Flows vs Workflows vs Process Builder - Process Automation in Salesforce
Historically, providing a smooth customer experience has been difficult, time-consuming, and frustrating with manual procedures and disparate systems. However, with a 360 degree view of the customer and a bit of automation, it is all easier. This article discusses process automation in Salesforce, how it can help businesses, and actionable tips.
November 18, 2021
6 Min Read
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Lead Rotator Added to PowerPack
#### Lead Rotator added to PowerPack Cloudan...
February 1, 2017
1 Min Read
Case Merge Added to PowerPack
Case Merge added to PowerPack <iframe s...
January 26, 2017
2 Min Read
Announcing PowerPack AppExchange App
When you have worked in over 100 orgs you get...
November 12, 2016
2 Min Read
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
Lead Nurturing Checklist
You operate or work within a medium-sized bus...
June 10, 2014
3 Min Read
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