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Showing posts with the label Salesforce Lightning

Calling from Salesforce: Use RingCentral

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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!

Points to Remember for Switching Your Salesforce Org From Classic to Lightning

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Hello Salesforce Lovers, This blog helps you in analysing what are the things you need to remember for switching your Salesforce org from Classic to Lightning. Does Your Org Qualify for Lightning Experience? For qualifying your org you must check these Now run the Readiness Check from the Lightning Experience Migration Assistant. From Setup in Salesforce Classic, click Get Started in the Migration Assistant tile (1). On the Check Readiness tab in the Migration Assistant (2). Click Check Readiness (3). The Readiness Check emails the report to your email id and also saves it to Salesforce Files. The report looks like  Now follow the Readiness report and make changes for that are required/necessary for switching the org to lightning. Now follow the below steps to enable Lightning From Setup in Salesforce Classic. Click Get Started in the Migration Assistant tile at the top of the menu. On the Turn It On tab in the Migration Assis...

Whitelist IP Address in Salesforce !

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Whitelisting basically ensures that the firewall will not block your browsers from loading the page. For the security purpose, when you want to access the Salesforce instance from the different location or different computer/mobile/tablet , it requires a Verification Code that has been send to mobile number or emailed to user. To overcome the problem of the verification code, Salesforce provides a solution ie. Whitelisting the IP adresses. By whitelisting your IP address in Salesforce, you will allow all devices to log into Salesforce from that IP address if the proper username and passwords are used.  Here in Salesforce, they are providing us two smart features of Whitelisting the IP Ranges as per the company’s need : Globally Whitelisting IP ranges for the whole Salesforce Org. irrespective of profile Whitelisting IP Ranges for a particular profile so that users having that profile can easily access the Salesforce Org. Now First We will see how to Whitelist ...