Posts Tagged ‘crm systems’
TIP OF THE WEEK: Clone a Sandbox
Salesforce now offers the ability to clone an existing sandbox. When cloning a sandbox, the existing data and metadata that you have in the current sandbox will be copied to a new sandbox. Below are scenarios where you may need to clone a Sandbox: When you require the same data and configuration for a different environment…
Read MoreWeDid: Booker Appointment and Twilio SMS Integration
Challenges The Customer tracks their clinic appointments via the Booker application and wants to send confirmation via SMS to clients who’ve made appointments with their respective clinic. Their clients are given the opportunity to confirm/cancel appointments through the SMS they receive. Twilio is the engine that is used to send outbound SMS and capture…
Read MoreTIP OF THE WEEK: Salesforce using Lead Notification Emails to Company Email Address
Are you looking for the ability to send emails to a general company email address (ie: sales@yourcompany.com)? Are you hoping this will be generated whenever a Lead is created? Salesforce might only allow Lead Assignment Rules to send email to use a queue, but here is our way around it: Use Workflow/ Process Builder. …
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