Salesforce Tips, News, Announcements | Techila Blog

What are the subsidiaries in Salesforce?

We often come across the word subsidiaries and especially Salesforce subsidiaries. Before understanding what salesforce subsidiaries are, we would like to answer what are subsidiaries. Subsidiaries are the micro-companies present in the corporate world belonging to some other company known as a parent company. The subsidiary company is also known as a wholly-owned subsidiary and they […]

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Difference between workflow and process builder

Several automated business processes need to get updated and pushing off notifications as well as alerts. Therefore, we should know the difference between the workflow and process builder to work best with these automation strategies. After finding out the difference between process builder and workflow, will go ahead with the interfaces and carry out the actions […]

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Salesforce Real-Time Projects Examples

Salesforce projects help manage contacts and customer relationship management across a variety of potential customers. The Salesforce real-time projects deliver the project management task with the help of a product selection tool for requesting the free shortlist lying among the best software of the customer relationship management system. It takes a small amount of time for […]

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What is the difference between trigger and workflow?

Many times, we feel a need for automating the process based on the results of a call. At that particular moment, we can take the reference of the workflow rules, or sometimes we executive process through triggers. It becomes important for us to take out the difference between workflow and trigger in Salesforce to work smartly […]

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Salesforce Demo Updated for 2021

  What is a salesforce demo? Salesforce demo demonstration is significant for making the best sales and marketing campaigns that act as a driving force in attracting a huge number of clients and investors. By grabbing their attention towards your quality and dedication to timely delivery of the associated assignment, these salesforce demos are efficient […]

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Difference Between Salesforce Customization Vs Configuration

We are aware of the fact that salesforce is one of the powerful tools that work in relationship with customer management dealing with all the aspects right from the Salesforce customization up to the configuration of all the processes inside the business. Many times, it is in the practice that people use configuration and customization in […]

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Dynamic Action Button without changing record type/ layout

With the new release of salesforce spring ‘21, one can hide show the button based on any field. (1) On Page edit, once clicked on Highlight Pannel, you would be able to see need to upgrade the Dynamic action, as per below screenhot         (2) Once its enabled, you will be able […]

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Salesforce Outlook Integration | Outlook Integration Implementation Guide

Data and communication are the pillars of Salesforce. The CRM platform allows users to keep a track of their customer database and use the same to have personalized interactions with every customer. As email has now become an integral part of business communication, CRM platforms have been focusing on personalized communication through emails and using the […]

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Jira Salesforce Integration

Jira Salesforce Integration | How to Connect Jira and Salesforce

  Jira Salesforce Integration The biggest advantage of Salesforce integrations is that the users get a single unified platform to carry out multiple processes, helping them get their work done in a faster and more effective way.   One such fruitful collaboration is the Jira Salesforce integration. Here, a CRM platform joins hands with an […]

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Salesforce Data Loader Date Format

Salesforce is all about data management. It allows the users to record, store, track, and analyze specific data sets that belong to the customers catered by an organization and the organization itself. It is this data stored in specific Salesforce objects that helps the users in providing personalized services to their customers and obtain valuable insights about […]

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