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Showing posts from December, 2024

Salesforce DML and Database DML operations

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                          DML & Database DML Operations 1. Standard DML Operations (insert, update, delete, undelete): These are the basic operations in Salesforce used to create, modify, or delete records. These operations are used in Apex to perform actions on Salesforce records. insert :     Used to insert new records into the database. // Insert a new Account record using DML  Account acc = new Account(Name = 'New Account');  insert acc; // Using DML insert update :   Used to modify existing records in the database. // Update an existing Account record using DML Account acc = [SELECT Id, Name FROM Account WHERE Name = 'New Account' LIMIT 1]; acc.Name = 'Updated Account Name'; update acc; // Using DML update delete :     Used to delete records from the database. // Delete an Account record using DML Account acc = [SELECT Id FROM Account WHERE Name = 'Updated Acc...

Sales/Service/Marketing/Lead Process

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                                                                CRM Process What is the Sales Process? Sales process is a step-by-step plan that salespeople follow to turn potential customers into actual buyers. It helps ensure every salesperson knows what to do at each stage to close a deal successfully. i:e; Potential customers are people or businesses who are likely to buy your product or service. They have the need for what you're offering, the ability to pay for it, and the authority to make the purchase decision. Stages of the Sales Process Service Process:       Service Process in Salesforce, primarily managed through Service Cloud, focuses on delivering exceptional customer service. It helps businesses efficiently handle customer queries, resolve issues, and enhance overall satisfaction. Steps in the Ser...

The Salesforce Playbook: A Beginner's Guide to Success

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  Introduction Salesforce is a powerful CRM platform that can help businesses of all sizes to manage their sales, marketing, and customer service operations. However, Salesforce can be complex and overwhelming for beginners. What is Salesforce? Salesforce is a cloud-based CRM platform that helps businesses to manage their customer relationships. Salesforce can be used to track customer interactions, automate sales processes, and provide customer support. Salesforce Products and Clouds Salesforce offers a variety of products and clouds to meet the needs of different businesses. Some of the most popular Salesforce products and clouds include: Sales Cloud: Sales Cloud is a sales force automation tool that helps businesses to manage their sales processes. Service Cloud: Service Cloud is a customer service tool that helps businesses to provide customer support. Marketing Cloud: Marketing Cloud is a marketing automation tool that helps businesses to manage their marketing campaigns. C...