Category: Salesforce

Want to know more about the different signing terms and roles used in business, legal, and diplomatic deals? Join us below as we uncover the differences between signee, signer, and signatory! Signee Meaning: Starting with What is a Signee? The definition of signee encompasses any individual or organization that has legally agreed to the terms presented in…

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…

With a Salesforce and DocuSign integration, businesses can electronically sign and manage documents within their Customer Relationship Management (CRM) platform . But what does this actually mean? Theoretically, your employees will be able to complete the following tasks without leaving the Salesforce ecosystem: Businesses that are dependent on Salesforce tasks to manage their customer relationships find DocuSign…

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…

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…

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…

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…

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…

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…

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,…