Category: Titan Workflow

Titan Guide on Salesforce

Salesforce Org Limits: Governor Limits in Salesforce

Salesforce Limits Salesforce imposes a variety of limits to ensure fair use of its resources. The limits you can use will depend on your specific Salesforce edition and the platform you are using. These are just a few common limits that you should be aware of when designing and developing using the Salesforce platform to ensure your…

Titan Guides for Salesforce

What are Salesforce Rest APIs and other APIs?

When developing APIs, it can be overwhelming to know which API to use and when. This article should help make heads and tails of the Salesforce APIs, specifically the REST API and Endpoints. Salesforce APIs Salesforce offers a vacuity of Application Programming Interfaces (APIs) to allow developers to extend the functionality of the Salesforce platform. Using APIS…

Titan Guide for Salesforce Solutions

Creating and Managing Dashboards in Salesforce: A Complete Guide

What are Dashboards in Salesforce? A dashboard in Salesforce is a graphical representation of important data and metrics from your company’s Salesforce account. These dashboards offer a real-time overview of your business performance, helping users to evaluate and analyze data quickly and make informed decisions. Now that you understand what is Salesforce dashboard, here are a few…

Automation Solutions

Order of Execution in Salesforce

What is Order of Execution in Salesforce? The Order of Execution in Salesforce is a sequence of operations that run when a record is being saved or updated. It’s crucial for developers and administrators to understand the order of execution as it can ensure that custom code, validations, and workflows are excused in the right sequence. What…

Experience Cloud Automation Solutions

Salesforce vs. HubSpot CRM | Head-to-Head Review

What is Salesforce? Salesforce is the world-leading custom relationship management (CRM) platform and a cloud-based company that provides businesses with a suite of applications designed to help your organization manage customer relationships, marketing efforts, sales processes, and more. It is one of the most widely used and largest platforms. Key Aspects of Salesforce Salesforce offers robust CRM…

Titan Automation Solutions

What is Salesforce Used For and What Does it Do?

What is Salesforce? Salesforce is the world-leading custom relationship management (CRM) platform and a cloud-based company that provides businesses with a suite of applications designed to help your organization manage customer relationships, marketing efforts, sales processes, and more. It is one of the most widely used and largest platforms. Key Aspects of Salesforce Salesforce offers robust CRM…

Titan Automation Solutions

Using Salesforce Data Loader To Manage your Data

What is the Data Loader in Salesforce? Data Loader is a Salesforce desktop application that allows you to perform bulk data operations like updating, inserting, upserting, deleting, and exporting records. This tool can help you manage large volumes of data efficiently. Key Features and Uses of the Salesforce Data Loader The data loader is a useful tool…

Salesforce solutions from Titan

How to Find Org ID in Salesforce?

What is a Salesforce Organization ID? Your Salesforce Organization ID is the unique identifier associated with your specific instance of Salesforce or organization. The Organization ID is one of several key pieces of information that identifies your organization. Key Points about the Salesforce Organization ID Each Salesforce ID is completely unique whether your org is a company,…

Salesforce Solutions for Automation

Customize Application Permission Salesforce

Salesforce Customize Application Salesforce is the world-leading customer relationship management platform where you can customize your applications to meet your business needs. Customizing your Salesforce applications typically involves making changes to the platform to suit your organization’s unique requirements, business processes, and branding. Key Aspects of Customizing Salesforce Apps First up are custom objects and fields. First,…

Automation Solutions for Salesforce

Exploring Omni-Channel & Salesforce Capabilities

Salesforce is the most popular customer relationship management (CRM) platform that can offer your business Omni-channel data solutions to reach your target audience and provide them with engaging customer experiences. Join us in the article below as we explore Omni-channel and Salesforce capabilities in more detail to find out if they have the solutions for your business…