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San Francisco, Calif., January 24, 2016– Real Intelligence, a leading provider of CRM Applications for Event / Space management today announced that the company’s event registration, badging, and ticketing solution, the Real Events application, is now enhanced with Beam session and track management. “Real Events has always been customer driven. Event Presence is the key […]
Enough with the introductions, for the rest of this post we will look at the best practices and recommendations. Applying these to your Process Builder processes ensures they will be readable and easily maintainable. The declarative nature of Salesforce lends itself to fast and agile development. Especially when we are modelling business processes that often […]
Before you design a process in Process Builder, understand the best practices. REQUIRED EDITIONS Available in: both Salesforce Classic and Lightning Experience Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions Build in a test environment. To test whether a process is working properly, you must activate it. Build and test your processes in a sandbox environment, so that you […]
The new Real Events wizard can automatically dramatically reduces the effort to create an Event and a Campaign at the same time. It then defines the Campaign Member Status Values automatically for each Campaign created. To date this has been a limitation of Salesforce as noted in thisIdeaExchange post. The wizard then automatically present the Campaign […]