Techila Service, Author at Techila Global Services - Page 6 of 13

Archive for author: Techila Service


Difference between workflow and process builder

Several automated business processes need to get updated and pushing off notifications as well as alerts. Therefore, we should know the difference between the workflow and process builder to work best with thes...


Salesforce Real-Time Projects Examples

Salesforce projects help manage contacts and customer relationship management across a variety of potential customers. The Salesforce real-time projects deliver the project management task with the help of a pr...


What is the difference between trigger and workflow?

Many times, we feel a need for automating the process based on the results of a call. At that particular moment, we can take the reference of the workflow rules, or sometimes we executive process through trigge...


Salesforce Demo Updated for 2021

What is a salesforce demo? Salesforce demo demonstration is significant for making the best sales and marketing campaigns that act as a driving force in attracting a huge number of clients and investors....


Difference Between Salesforce Customization Vs Configuration

We are aware of the fact that salesforce is one of the powerful tools that work in relationship with customer management dealing with all the aspects right from the Salesforce customization up to the configurat...


Dynamic Action Button without changing record type/ layout

With the new release of salesforce spring ‘21, one can hide show the button based on any field. (1) On Page edit, once clicked on Highlight Pannel, you would be able to see need to upgrade the Dynamic ac...

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Salesforce Outlook Integration | Outlook Integration Implementation Guide

Data and communication are the pillars of Salesforce. The CRM platform allows users to keep a track of their customer database and use the same to have personalized interactions with every customer. As email ha...


Jira Salesforce Integration | How to Connect Jira and Salesforce

Jira Salesforce Integration The biggest advantage of Salesforce integrations is that the users get a single unified platform to carry out multiple processes, helping them get their work done in a faster ...


Salesforce Data Loader Date Format

Salesforce is all about data management. It allows the users to record, store, track, and analyze specific data sets that belong to the customers catered by an organization and the organization itself. It is th...


Salesforce Customization – The Ultimate Guide

Being the large and complicated platform that Salesforce is, developers and administrators need to tailor specific aspects of the CRM platform’s user interface to suit the needs of their clients. This may inclu...