Learning Salesforce With Pranav

Follow the below steps for installing and configuring MailChimp for Salesforce and use for Email Marketing: 1. Firstly, Signup for MailChimp by going on https://login.mailchimp.com/signup/ And then go to the below URL and select “Get It Now” for installing MailChimp app in Salesforce https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B3byfEAB 2. Select the Org where you want to install the app 3. Select the checkbox for accepting “Terms and Condition” and proceed with “Confirm and Install” button 4. Now you will be redirected to the salesforce login page, login into the org where you want to install MailChimp app 5. Select one of these there option as per your need, this option gives access to this app to a particular option 6. You must have to grant the access for third party and proceed with “Continue” button 7. The installation process will take few minutes 8. You can verify that the app is installed or not by login into your sal...

Hello Everyone, Salesforce is now-a-days a huge platform for all the developers, administrators and users as well. So in this tech world everyone needs a quick solution for there problems. So here’s an one way  solution for calling from Salesforce . Yes, you are right we are discussing about calling a number from salesforce record. RingCentral intensify your Salesforce CRM experience by  integrating cloud business  communications to: increasing call efficiency, improve workforce productivity, and enhancing customer interaction. It supports for Lightning, Classic and Salesforce1. This app is  available on AppExchange , you just need to install it and make some administrator changes as per their guide also on AppExchange. Here’s an video on how it makes our calling system easy and quick. Thanks Happy Salesforce!

Hello All, here’s another Blog that helps Salesforce Users to send their data in the form of a document for  Electronic   Signature . So my blog describes the very simple way of doing this functionality by using two Third-Party platforms, One is  WebMerge  that generates the document containing the Salesforce record data and Second is  DocuSign  that helps in e-Sign via WebMerge. In this functionality, WebMerge plays a role of a connector between Salesforce and DocuSign. Please follow the below steps to send Salesforce record data for e-sign to DocuSign with WebMerge. Step 1:  Install WebMerge package from  AppExchange + Step 2:  Create and setup your documents in WebMerge by clicking on the tab “ WebMerge Documents ” + Step 3:  Also, setup deliver setting. Click on “ +New Delivery ” button and choose DocuSign from the list of delivery methods available + Also, setup the email address of the signee and the email...

WebMerge  is a great platform that allows our data to populate different types of documents and send it to various other platforms or contact automatically through its enormous integrations with many online platforms Here’s a great feature available for Salesforce to use this WebMerge via its App. It’s a very easy app to configure and use. It gives us wonderful results while using its app in Salesforce. We can populate the  Salesforce record data  into different documents and send to various contacts as well as on various platforms. Now I am giving a very quick and simple guidance of using this app for sending Salesforce record data to different in emails in the form of a document. Steps for sending the email with merge fields from Salesforce via WebMerge: Click on  WebMerge Documents  tab. Create  New  Document. + Choose your Document Type and Click on  Create Document . + Format a Document and click on  Save and Next ...