Unearthing Salesforce Platform Capabilities

In the dynamic landscape of Salesforce development, where data processing and manipulation are at the heart of business operations, efficient handling of large datasets becomes imperative. Salesforce Batch Apex classes emerge as a powerful solution to tackle these challenges by allowing developers to process records in smaller chunks, optimizing resource utilization and maintaining system performance. In this article, we will delve into the world of Salesforce Batch Apex classes, understand its various methods, explore its advantages and disadvantages, and learn how to schedule batch jobs using the Cron scheduler. Understanding Batch Apex Batch Apex is a specialized form of Apex code that allows for the processing of large volumes of data in a more manageable and resource-efficient manner. Unlike traditional Apex code that operates on all records at once, Batch Apex divides the data into smaller batches or chunks, processing them sequentially. This approach not only helps in preven...

Salesforce Rebate Management tool is a powerful tool for businesses to streamline their rebate process. It helps businesses to manage their rebate program more efficiently by automating the entire process. The tool helps businesses to provide rebates to their customers based on their purchases, which ultimately helps businesses to increase their sales and revenue. In this article, we will discuss the benefits of using Salesforce Rebate Management tool and how to set up benefit mapping. Benefits of using Salesforce Rebate Management Tool 1. Automate your rebate process – The tool automates the entire rebate process, from creating rebate offers to calculating payouts, which saves time and eliminates manual errors. 2. Increase customer loyalty – By offering rebates to your customers, you can increase their loyalty and encourage repeat purchases. 3. Improve sales performance – The tool helps businesses to increase their sales performance by incentivizing their sales team to sell more pro...

The manufacturing industry is undergoing massive digital transformation post covid era. Companies are trying to innovate their businesses so they can succeed. Manufacturers are looking for solutions that helps them to better understand their customer in manufacturing supply chain operation. With advent of CRM analytics, artificial intelligence customers are looking to gather actionable insights, so they build more trusted relationships with their customers. Salesforce Manufacturing Cloud is a platform that helps you manage your entire book-of-business and customer service lifecycle, while increasing collaboration and transparency between sales, operations, and partners. Image Source: Salesforce Trailhead Without cloud CRM in place few of the challenges faced by manufacturing customers are : Birds eye view of planned and actual product revenues and quantities Flexibility to change sales plans based on factors such as production issues, customer requests, and recession Visibility into pr...

When your org fulfilment is completed by salesforce through honeywell sparta systems, its time for you to perform TrackWise Digital (TWD) platform package installation in your sandbox org . Before you install other TWD packages, its mandatory you need to install TWD platform packages. During TWD platform package installation, you can receive failed package notification error via email sent to your mailbox. The error would be as shown in screenshot. Error : Dependent class is invalid and needs recompilation Class CMPL123.Mocks : Invalid type : Content Note Resolution to fix the failed package error : You can get rid of this error by enabling notes in your org . Steps to enable notes 1. Go to setup 2. Under search section , type notes as shown :   3. Click on ' Notes Settings ' option . 4. You will see below screen with ' Enable Notes ' parameter unchecked . 5. Check( enable) the ' Enable Notes ' parameter and click save. 6. Re try installing the TWD platform pac...

Salesforce’s new Hire Me button will help simplify how Trailblazers hire and get hired in the Salesforce Ecosystem. Individuals will be able to indicate interest in new work opportunities on their Trailblazer.me Profile, while hiring managers will be able to simply click on the Hire Me button to message and connect with potential job candidates. It’s the quick, easy, and straightforward way to discover and connect with Salesforce experts. The introduction of the Hire Me button will empower Trailblazers to identify as job seekers and to connect with organizations that need their expertise, and to make it easier for hiring managers to connect with potential job candidates.” The initiative by Salesforce is to prepare 20,000 new Trailblazers for jobs in the Salesforce ecosystem by 2028. To begin with displaying a badge to get Hired by prospective employers who can see I'm available for work and directly message you about work opportunities , follow below steps . 1. Login to your trail...

 https://www.awsquality.com/order-and-contract-management-in-salesforce-service-cloud/

Extension Requests are TWD records which are used in situations where a time-sensitive record cannot be completed on time. Extension Requests contain information about the change, a proposed due date, Justification for Extension, justification for No Impact and Requested by fields. When Extension Requests are approved in the workflow the proposed due date from extension request record should be updated on parent record. The parent record can be one of the following (Action, Audit, Quality Event, CAPA, Change Control, Standalone CAPA, or Complaint) and shown in the screenshot. The defect as a patch is not made available in latest versions of release but only through QPA installation only. For customers upgrading to Summer 21 and later this patch cannot be used directly through URL installation but needs manually intervention and hands-on customizations to take advantage of the patch. Root cause of the issue: The process builder automation responsible to update Parent Due Date from Exte...

A Document Management System (DMS) is Sparta TWD managed package application which is used to manage all corporate document with activities such as create, edit, upload, and manage the corporate documents. The application comes with pre-defined workflow process like review and approval process which could be used to make document effective before the document is made available to all the business users. The TrackWise Digital Platform application must be installed for DMS to work, and TWD platform application must be installed prior to installing DMS application. With Salesforce has three major releases per year, Sparta also releases 3 releases in a year with major enhancements and features. With such releases more and more features are made available to their customers without impacting business. With DMS packaging being upgraded thrice a year there could be possibility the administrator could face one of the known errors during DMS package upgrade in salesforce orgs which is:...

Document management systems (DMS)   is one of the known solutions pharma organization use to manage their internal quality processes and store/ track all documentation related to quality. By using cloud-based product we have advantages over documents getting lost, outdated version rendered to stakeholders, irregular audit tracking like who made the changes and when. These qualities are necessary for good quality software as part of internal adulting process. The document are uploaded into the DMS system by DMS administrators. The document must go through a pre-defined workflow review process before it is made EFFECTIVE and made available for end users for training reference. The workflow lifecycle for DMS workflow approval cycle includes a) Draft, b) In Review, c)Under Approval and d) EFFECTIVE. Once the document is EFFECTIVE, the document is locked for further editing. The document is later used for internal training and can be printed and shared with internal users for performing...