PhoneIQ | Blog: Salesforce Category

5 min

Benefits of enabling mobile access in Salesforce

Salesforce’s promise of mobile CRM is dual, offering not just mobile data access but, perhaps more importantly, the ability to use your CRM as a platform to construct and complete a mobile strategy.

Jun 30, 2022

Divya Chauhan

Salesforce

10 min

Retirement of Process Builder and the future with Flows

Salesforce ended up supporting Workflow Rules, Process Builder, and Flows. Remember the days when only Workflow Rules could do Outbound Messages? Now, we are coming to a period where all these three automation tools’ capabilities are being supported into one – Flows!

Jun 21, 2022

Pamela Joyce Kiang

Salesforce

7 min

How to solve Salesforce Flow errors

Flow is the greatest automation tool in an Admin's appliance. You can easily implement things into the system and make things happen automatically without any input/interference from your users. But Salesforce flows can be scary as there is plenty of room for errors and faults…

Jun 17, 2022

Divya Chauhan

Salesforce

7 min

Why and How to set Campaign Member Status on Salesforce

A Campaign Member is a Salesforce object used to record when a Lead, Contact, or Person Account is part of a Campaign. This way, Campaign Members enable one-to-many data relationships between Salesforce Campaigns and objects.

Jun 15, 2022

Divya Chauhan

Salesforce

7 min

Salesforce Queues explained

Got a huge number of leads coming in but facing problems distributing them among the sales execs? This might be because you don't know about the queues. So let’s see what they are.

Jun 14, 2022

Divya Chauhan

Salesforce

7 min

Salesforce Roll-Up Summary Fields on Lookup Relationships

A roll-up summary field, as the name suggests, aggregates data from related records. Different calculations are possible with roll-up fields. You can count the number of related records or find a maximum, minimum, or sum of a field in the related records.

Jun 13, 2022