This document provides a step-by-step guide to configure document generation functionality in Microsoft Dynamics 365. It describes: [1] how to create and configure document templates by selecting entities, downloading templates, and tagging fields; [2] how to provide a UI for users to select templates; and [3] how to implement a CRM plugin using Open XML SDK to populate templates with CRM data. The goal is to generate documents like sales quotes and invoices by extracting and populating relevant CRM data using predefined Word templates.
Integration Of SurveyMonkey With SalesforceCloud Analogy
SurveyMonkey is online survey software that allows you to create and run professional online surveys. It is a very powerful and well-known online application used to collect feedback, opinions, criticism, and suggestions from the general public and customers.
Cloud Analogy is a Salesforce Consulting Company, which has a team of certified Salesforce experts, and works in the areas of integration with various third-party tools and data migration.
What are the tools and techniques for managing Big Data in your OrgCloud Analogy
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Skuid is an application which helps us to create pages and applications fast without coding but by pulling data from multiple sources which are faster and we don't need Visualforce
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You may have heard a lot of buzz about Lightning Bolts listed on the Salesforce AppExchange. You might be wondering what are they? How they are useful for How businesses? can you use them with the Salesforce CRM platform?
Salesforce CPQ Quote it Fast, Sell it RightCloud Analogy
In this presentation, we will discuss Salesforce CPQ Quote it Fast, Sell it Right.
Useful if your business contains product that changes in response to the presence of other products on your quote
The document proposes enhancements to manage expired social media assets in Sprinklr. It suggests:
1) Making the expiration date field mandatory and delivering notifications based on the date.
2) Granting users options to request extensions for expired assets and adding a "Pending Extension" status.
3) Creating client settings that configure the "Add Social Asset" window to include the above functionality, such as expiration validation, notification settings, extension requests and a status section.
This document provides a step-by-step guide to configure document generation functionality in Microsoft Dynamics 365. It describes: [1] how to create and configure document templates by selecting entities, downloading templates, and tagging fields; [2] how to provide a UI for users to select templates; and [3] how to implement a CRM plugin using Open XML SDK to populate templates with CRM data. The goal is to generate documents like sales quotes and invoices by extracting and populating relevant CRM data using predefined Word templates.
Integration Of SurveyMonkey With SalesforceCloud Analogy
SurveyMonkey is online survey software that allows you to create and run professional online surveys. It is a very powerful and well-known online application used to collect feedback, opinions, criticism, and suggestions from the general public and customers.
Cloud Analogy is a Salesforce Consulting Company, which has a team of certified Salesforce experts, and works in the areas of integration with various third-party tools and data migration.
What are the tools and techniques for managing Big Data in your OrgCloud Analogy
The document discusses tools and techniques for managing big data, including understanding how to optimize queries, leverage indexes, create skinny tables, develop metadata tables, and push processing to the client side. It also defines big data as large data sets that are processed more efficiently than with traditional tools, and notes big data has the properties of volume, velocity, variety, variability and complexity. Analyzing big data can provide insights into consumer preferences and opportunities to increase business growth.
Skuid is an application which helps us to create pages and applications fast without coding but by pulling data from multiple sources which are faster and we don't need Visualforce
Introduction to salesforce lightning boltCloud Analogy
You may have heard a lot of buzz about Lightning Bolts listed on the Salesforce AppExchange. You might be wondering what are they? How they are useful for How businesses? can you use them with the Salesforce CRM platform?
Salesforce CPQ Quote it Fast, Sell it RightCloud Analogy
In this presentation, we will discuss Salesforce CPQ Quote it Fast, Sell it Right.
Useful if your business contains product that changes in response to the presence of other products on your quote
The document proposes enhancements to manage expired social media assets in Sprinklr. It suggests:
1) Making the expiration date field mandatory and delivering notifications based on the date.
2) Granting users options to request extensions for expired assets and adding a "Pending Extension" status.
3) Creating client settings that configure the "Add Social Asset" window to include the above functionality, such as expiration validation, notification settings, extension requests and a status section.
Tips To Make The Most Out Of Salesforce CRMCloud Analogy
Salesforce Marketing Cloud, a robust digital marketing tool, offers a wide range of capabilities to assist organizations of all sizes to get more value out of their marketing efforts.
The document describes several Salesforce projects including:
1. The Sales Congo project which is a flex-based system to store sales organization information and analyze it to make decisions. It uses Apex and Visualforce.
2. The Invoice System project which generates quotes, orders, and invoices in PDF for the UK and USA with fixed and recurring invoices.
3. The Cloud Budget project which is a budgeting system using Apex and Visualforce that reduces expenses. It has several modules like income, expenses, accounts payable/receivable, and fixed assets.
4. The Davinci Template project which creates email templates in Visualforce to attach proposals to emails based on sales reps.
Stephen Stanley of the Good Cloud team presents his version of the Salesforce Winter 24 release highlights, to the SFWelly trailblazer community, October 2023.
The document provides an overview of the Summer'15 release from Salesforce. It outlines 16 new features, including the ability to convert leads to contacts from the Salesforce1 app, increased character limits for Chatter group information fields, customizing the Salesforce1 action bar, and receiving in-app notifications about posts to groups in Salesforce1. It provides details on setting up and using each new feature.
In this presentation, we will discuss the Salesforce and Jira Integration. With the help of Jira Integration, it is easy to create, update, or delete the Jira tickets with name, priority, issue types, and vice-versa.
6 July 2023 - Stephen Stanley presented a fantasic summary of his opinion of the best features of the Salesforce Summer 23 release. This included some demos. He covered such features as permission sets, retirement (mostly) of profiles, dynamic forms, flows, new report and dashboard features as well as the best new stuff for sales and service cloud.
This presentation discusses the Summer 19 release features from Salesforce. It includes an agenda that covers new platform features, improvements to Sales Cloud, Service Cloud, Flow, Analytics, Community Cloud, and references the official Salesforce Summer 19 release notes. The presentation is intended for the Fremont Salesforce User Group and includes time for hands-on demos and Q&A regarding the new features.
Salesforce Integration With Mailchimp (1).pptxCloud Analogy
The MailChimp and Salesforce joining permits you to begin making email crusades from the leads and contacts in your Salesforce CRM. With the combination, it's genuinely simple to make list divisions in MailChimp with synchronized Salesforce lead and contact records. This reconciliation likewise permits you to see crusade reports, oversee endorsers, make custom questions, and that's just the beginning.
Follow beneath slideshow for simple mix And Configuration Mailchimp In Salesforce
Plan and create quality content for your landing page campaigns with this template. Placeholders and guidelines will help you draft persuasive content and ensure accountability for critical elements that aid conversion.
Jax, FL Admin Community Group 05.03.2023 Deck.pdfMarc Lester
Jax, FL Admin Group Presents: Spring '23 Release Highlights
Presented by: Rich Englhard
About this event
Join us to get some key highlights from the most recent Spring '23 Release that will impact and provide value to most Orgs. These updates are already available in your Sandbox and Production Orgs as of February 10th at the latest.
Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce.
Some features in Spring ’23 will affect all users immediately after the release goes live, which are already available in your Sandbox and Production Orgs. If you haven't already done so, consider communicating these changes to your users so they understand the updates and know how to best take advantage of them.
Other features require direct action by an administrator before users can benefit from the new functionality.
Learn about some of each of these features and enhancements and which ones will benefit your organization the most.
After the learning portion of our event, we will be heading over to Burrito Gallery in the Brooklyn community for Networking. Drinks and appetizers will be provided.
Creating Reports and Dashboards in Hubspot CRM requires some steps that need to be followed to get effective results. Check out the steps and benefits that you can get by using Hubspot CRM.
The document provides an overview of Office 365 administration. It describes the key components of Office 365 including Exchange, Lync, and SharePoint. It also summarizes the main functions and interface of the Office 365 Admin Portal, including managing users, licenses, and service settings. The document outlines how to add, edit, and manage multiple users from within the Admin Portal.
Redefining eCommerce experiences with Commerce CloudCloud Analogy
In this presentation, we will discuss Redefining eCommerce experiences with Commerce Cloud.
For API integration in commerce cloud the best practices state to use Services here is how to create services, profiles credentials to use in code.
The document provides guidance on creating and managing service requests (SRs) in Maximo. It includes information on permissions, accessing Proliance, SR templates, required fields, and statuses. SRs should be used to track work for site transitions and include details like current status, test results, and next steps. Medium and large projects require more extensive documentation of scope, risks, plans, and requirements.
Get the best Microsoft Teams Employee Onboarding Guide for your business. Read the guide to know how microsoft teams add ins can help in improving employee onboarding
This dynamic PowerPoint presentation will guide you through the fundamentals of Salesforce Flows and empower you to harness their full potential. From understanding the basics to mastering advanced techniques, this presentation is designed to equip you with the knowledge and skills needed to streamline processes, automate tasks, and drive efficiency within your organization.
Through engaging visuals, real-world examples, and step-by-step demonstrations, we'll explore various aspects of Salesforce Flows, including record-triggered flows, screen flows, and more. Whether you're a beginner looking to kickstart your journey with Salesforce Flows or an experienced user seeking to deepen your expertise, this presentation has something for everyone.
Join to the Group: https://trailblazercommunitygroups.com/salesforce-admin-group-karachi-pakistan/
The document provides an overview of the Winter '14 release from Salesforce. It highlights enhancements to Chatter such as archiving groups, increased post and comment character limits, and new rich link providers. Improvements to Sales Cloud include the new Salesforce Console for Sales and enhancements to the Salesforce for Outlook side panel like event association and send and add emails. The release also features new capabilities for Analytics like historical trending to analyze opportunity and custom object data over time, and the Analytics API. Force.com development enhancements include increased storage limits for sandboxes and changes to sandbox naming conventions.
Zendesk Integration With Salesforce .pptxCloud Analogy
At the point when deals and backing cooperate, your clients win. Zendesk's pre-fabricated combination with Salesforce provides your groups with a solitary perspective on your clients so you can have better discussions and close more arrangements.
Top Salesforce Integrations For Businesses In 2022Cloud Analogy
The document discusses the top Salesforce integrations for businesses in 2022. It describes how integrating Salesforce with other applications like Mulesoft, Outlook, Hubspot, SAP, Mailchimp, Zendesk, QuickBooks, and Airtable can streamline business operations by enabling data sharing and automating workflows between systems. Integrations help deliver seamless customer experiences, establish consistency between teams, and provide insights for improved forecasting and performance.
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Semelhante a Create Questions with Survey force App
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Salesforce Marketing Cloud, a robust digital marketing tool, offers a wide range of capabilities to assist organizations of all sizes to get more value out of their marketing efforts.
The document describes several Salesforce projects including:
1. The Sales Congo project which is a flex-based system to store sales organization information and analyze it to make decisions. It uses Apex and Visualforce.
2. The Invoice System project which generates quotes, orders, and invoices in PDF for the UK and USA with fixed and recurring invoices.
3. The Cloud Budget project which is a budgeting system using Apex and Visualforce that reduces expenses. It has several modules like income, expenses, accounts payable/receivable, and fixed assets.
4. The Davinci Template project which creates email templates in Visualforce to attach proposals to emails based on sales reps.
Stephen Stanley of the Good Cloud team presents his version of the Salesforce Winter 24 release highlights, to the SFWelly trailblazer community, October 2023.
The document provides an overview of the Summer'15 release from Salesforce. It outlines 16 new features, including the ability to convert leads to contacts from the Salesforce1 app, increased character limits for Chatter group information fields, customizing the Salesforce1 action bar, and receiving in-app notifications about posts to groups in Salesforce1. It provides details on setting up and using each new feature.
In this presentation, we will discuss the Salesforce and Jira Integration. With the help of Jira Integration, it is easy to create, update, or delete the Jira tickets with name, priority, issue types, and vice-versa.
6 July 2023 - Stephen Stanley presented a fantasic summary of his opinion of the best features of the Salesforce Summer 23 release. This included some demos. He covered such features as permission sets, retirement (mostly) of profiles, dynamic forms, flows, new report and dashboard features as well as the best new stuff for sales and service cloud.
This presentation discusses the Summer 19 release features from Salesforce. It includes an agenda that covers new platform features, improvements to Sales Cloud, Service Cloud, Flow, Analytics, Community Cloud, and references the official Salesforce Summer 19 release notes. The presentation is intended for the Fremont Salesforce User Group and includes time for hands-on demos and Q&A regarding the new features.
Salesforce Integration With Mailchimp (1).pptxCloud Analogy
The MailChimp and Salesforce joining permits you to begin making email crusades from the leads and contacts in your Salesforce CRM. With the combination, it's genuinely simple to make list divisions in MailChimp with synchronized Salesforce lead and contact records. This reconciliation likewise permits you to see crusade reports, oversee endorsers, make custom questions, and that's just the beginning.
Follow beneath slideshow for simple mix And Configuration Mailchimp In Salesforce
Plan and create quality content for your landing page campaigns with this template. Placeholders and guidelines will help you draft persuasive content and ensure accountability for critical elements that aid conversion.
Jax, FL Admin Community Group 05.03.2023 Deck.pdfMarc Lester
Jax, FL Admin Group Presents: Spring '23 Release Highlights
Presented by: Rich Englhard
About this event
Join us to get some key highlights from the most recent Spring '23 Release that will impact and provide value to most Orgs. These updates are already available in your Sandbox and Production Orgs as of February 10th at the latest.
Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce.
Some features in Spring ’23 will affect all users immediately after the release goes live, which are already available in your Sandbox and Production Orgs. If you haven't already done so, consider communicating these changes to your users so they understand the updates and know how to best take advantage of them.
Other features require direct action by an administrator before users can benefit from the new functionality.
Learn about some of each of these features and enhancements and which ones will benefit your organization the most.
After the learning portion of our event, we will be heading over to Burrito Gallery in the Brooklyn community for Networking. Drinks and appetizers will be provided.
Creating Reports and Dashboards in Hubspot CRM requires some steps that need to be followed to get effective results. Check out the steps and benefits that you can get by using Hubspot CRM.
The document provides an overview of Office 365 administration. It describes the key components of Office 365 including Exchange, Lync, and SharePoint. It also summarizes the main functions and interface of the Office 365 Admin Portal, including managing users, licenses, and service settings. The document outlines how to add, edit, and manage multiple users from within the Admin Portal.
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In this presentation, we will discuss Redefining eCommerce experiences with Commerce Cloud.
For API integration in commerce cloud the best practices state to use Services here is how to create services, profiles credentials to use in code.
The document provides guidance on creating and managing service requests (SRs) in Maximo. It includes information on permissions, accessing Proliance, SR templates, required fields, and statuses. SRs should be used to track work for site transitions and include details like current status, test results, and next steps. Medium and large projects require more extensive documentation of scope, risks, plans, and requirements.
Get the best Microsoft Teams Employee Onboarding Guide for your business. Read the guide to know how microsoft teams add ins can help in improving employee onboarding
This dynamic PowerPoint presentation will guide you through the fundamentals of Salesforce Flows and empower you to harness their full potential. From understanding the basics to mastering advanced techniques, this presentation is designed to equip you with the knowledge and skills needed to streamline processes, automate tasks, and drive efficiency within your organization.
Through engaging visuals, real-world examples, and step-by-step demonstrations, we'll explore various aspects of Salesforce Flows, including record-triggered flows, screen flows, and more. Whether you're a beginner looking to kickstart your journey with Salesforce Flows or an experienced user seeking to deepen your expertise, this presentation has something for everyone.
Join to the Group: https://trailblazercommunitygroups.com/salesforce-admin-group-karachi-pakistan/
The document provides an overview of the Winter '14 release from Salesforce. It highlights enhancements to Chatter such as archiving groups, increased post and comment character limits, and new rich link providers. Improvements to Sales Cloud include the new Salesforce Console for Sales and enhancements to the Salesforce for Outlook side panel like event association and send and add emails. The release also features new capabilities for Analytics like historical trending to analyze opportunity and custom object data over time, and the Analytics API. Force.com development enhancements include increased storage limits for sandboxes and changes to sandbox naming conventions.
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Zendesk Integration With Salesforce .pptxCloud Analogy
At the point when deals and backing cooperate, your clients win. Zendesk's pre-fabricated combination with Salesforce provides your groups with a solitary perspective on your clients so you can have better discussions and close more arrangements.
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The document discusses the top Salesforce integrations for businesses in 2022. It describes how integrating Salesforce with other applications like Mulesoft, Outlook, Hubspot, SAP, Mailchimp, Zendesk, QuickBooks, and Airtable can streamline business operations by enabling data sharing and automating workflows between systems. Integrations help deliver seamless customer experiences, establish consistency between teams, and provide insights for improved forecasting and performance.
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Integrating HubSpot and Slack provides teams with a seamless communication tool in HubSpot and important channels of Slack. The HubSpot Slack integration provides customers with a wide range of benefits, such as ease of communication, improving their Conversational Marketing Strategy, timely notification, and more.
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MFA is an effective way to boost protection for user accounts against common security threats. It adds another layer of security to your login process that requires users to enter two or more pieces of evidence to prove their identity.
6 Sales Promotion Tips For Marketing SuccessCloud Analogy
Sales promotion is a predetermined strategy applied for a limited period of time, with the aim of increasing consumer demand and stimulating sales.
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Computer conferences organized by ScienceFather group. ScienceFather takes the privilege to invite speakers participants students delegates and exhibitors from across the globe to its International Conference on computer conferences to be held in the Various Beautiful cites of the world. computer conferences are a discussion of common Inventions-related issues and additionally trade information share proof thoughts and insight into advanced developments in the science inventions service system. New technology may create many materials and devices with a vast range of applications such as in Science medicine electronics biomaterials energy production and consumer products.
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A default auto-signature option and a refuse-to-sign option in HR modules.
Options to divide and merge manufacturing orders, track the status of manufacturing orders, and more in the MRP module.
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2. What is Survey force ?
This is a mobile app that enables the end user to
create questions for a survey that is conducted.
This is to obtain a feedback from the end client.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
3. The Requirements and the Solution
The Requirements
We need to create a survey and there are various
types of these questions that constitute a survey.
The Solution
We make a survey option and there are 4 tabs inside
this option. These are share, edit, header with thank
you and CSS and Results.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
4. 1. Edit Tab
This tab has two subsections
● Add Questions
● Add Subheader and Body
A. Add Questions
We have multiple options here - single select (horizontal), single select
(vertical), Multi-select(vertical), free text and rating options. The user selects
any of the above options say single select (vertical), from the picklist.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
?
5. Single Select (vertical)
On selecting the above question type, you navigate to a different page where
you type the question and you state whether the question is required or not - by
clicking on the checkbox for this field. Now, the user provides the answer in the
box provided and Save the record.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
6. Multi-select Questions
These type of questions are nothing but multiple choice questions. This is as
shown in the below screen.
The user can make multiple choices here, while answering these questions.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
7. Free Text
As shown in the below screenshot, in this type of question, the user can type
an answer in paragraph or in the form of a free text.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
8. B. Add Subheader and Body
This is when the user would like to choose a single header say for two
questions for segregating them into sections. This is explained in the below
screen.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
9. 2. Header, Thank You & CSS
This is the main header section, for customization of the survey form. This is
where the user gives the overall header and the Thank You text.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
10. Uploading a logo for their Organization
cloud.analogy info@cloudanalogy.com +1(415)830-3899
11. The user can also use the above screen for uploading a logo for their organization
here - by clicking on Upload Files and selecting the corresponding picture, as
shown in the below figure.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
12. 3. Share Tab
The form logo that was uploaded in the previous step is what is displayed as in
the Share tab as shown in the below screenshot.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
13. 4. Results Tab
This is useful when the user needs to
review the survey form that is created.
Moreover. We can also create a new
survey based on an account.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
14. 5. Create a New Survey based on an Object in Salesforce
The user clicks on the Accounts object tab and then clicks on Make a New
Survey and add questions to the survey as we have already explained before.
The account name is displayed in the lower part of the form as explained in
the below screenshot.
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15. The user can see the form in the email by choosing the option Email Link with
Account merge option. The email displays the link of the form. The user
navigates to any of the account records and selects a survey account and
enters the email address.
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