Email Service · Email Services · Integration · Lightning · Microsoft Office · Salesforce · Uncategorized

Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook

Effective Time Management is important to achieve success during the Sales process. But there seems to be the problem faced by Sales rep daily while sending and replying Email. Customer Relationship Management (CRM) and email application, meantime as they are separate, sales rep have needed to move between them. This blog will help you to… Continue reading Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook

Lightning · Salesforce

CSV PARSING AND GENERATING CHARTS IN LIGHTNING COMPONENTS

Lightning offers advantage over classic that it allows a lot of client processing thus saving the server side actions. One of the scenarios that I would like to cover is parsing CSV file and generating reports from the data fetched without any server side actions. Let us consider, I have a CSV file (comma separated )… Continue reading CSV PARSING AND GENERATING CHARTS IN LIGHTNING COMPONENTS

Apex · Lightning · Salesforce

Triggering approval process from Napili template

Agenda of this article is to create an Approval process for Napili Template. Assumptions: CustomObject__c object (custom object) is used and have lookup relation to Contact. Component name is “Submit_for _approval” Approval Process is created on the CustomObject__c. CustomObject__c have multiple approval processes set up with different entry criteria. To achieve this, I am creating… Continue reading Triggering approval process from Napili template