Blogs

Introduction   As salesforce admins, you might have used various process automation tools such as workflows, process builders, and flows. There are often questions around what automation tools to use when we come across some requirements.   Salesforce might end all these debates as they......

Customer Requirement   The client is a UK-based company that manages digital marketing for its customers in both Salesforce and another database. The digital marketing teams were manually entering the same details from Salesforce into their database wizard, which in turn activates the campaign in......

Let’s assume that you’re a safe pair of hands and get things done. Let’s assume that you don’t really worry about who gets the credit as long as the outcome is achieved. Finally, let’s assume that you know what your strengths and blind spots are......

What is Omni Channel?   Omni Channel is a tool to manage the priority of work items without writing a code. It’s a flexible, customizable feature.Omni-Channel routes work requests to the most available and qualified support agents in the console.   Where can this be......

Fascinating the visitors to your websites is an important part of digital marketing. A well-designed form taking information about visitors and interest in your services can bring a lot of revenue to your business.   If you are worrying or not knowing about HTML or......

Hello, my name is Jothi, I’m a Salesforce Consultant here at SPT.    As a consultant, I have worked on many projects and provided solutions to our clients and I’m here to share my learnings from one of my recent works.   Custom metadata type:......

Are you tired of signing contracts in paper form and can’t keep track of where we stored the pdf?   Well, you’re in the right place, here is a quick blog that explains how DocuSign e-signature works with Salesforce.   Let’s keep it simple –......

My name is Nambi. I am currently a Software Developer in Sweet Potato Tec. Sweet Potato Tec is a Salesforce consulting company providing services to the UK and US-based customers.     I joined this company on 24 August 2017. We have been conducting free......

  The term – Women Empowerment – has been referred to in many areas of empowering women including education, employment, decision making, health, safety, etc. It is fundamental to the economic and social progress of the local community, state, nation, and planet.   The need......

  My name is Kamala. I work with Sweet Potato Tec, a Salesforce Consulting Company.   In this blog, I would like to share information about our Free Internship Program. I started my journey in Sweet Potato Tec as Intern in Dec 2017 to Jan......

I am often asked the question on when someone should use Agile to deliver Salesforce and Data Projects; I could go the typical consultant way and say: ‘well…it depends!’ – but of course, I don’t want to do that! However, before I could either give......

Firstly, you may wonder why a 65-year retired person embarked on this journey to become a Salesforce Admin.   I(Ananthavalli also known as Ananthi) started the journey with my young friend Kamala for two reasons;  the primary reason is to know about this emerging technology......

‘Connecting Business’ and ‘Sweet Potato Tec’ announce Joint venture to enhance their long-standing relationship  – 03rd August 2020, London, England.   Connecting Business Limited (‘CB’) and Sweet Potato Tec Limited (‘SPT’), are delighted to announce the establishment of a joint venture...

In the age of rapid adoption of new tech tools, it becomes important for one to adapt and evolve during these times of change. The last 3 months had brought in the digital transformation what the industry was trying for the last couple of years.......

Agilan is someone whom I respect a lot, because he has this unassuming personality but has a wealth of knowledge about wide ranging topics. He’s a vivid reader and has the uncanny knack of focusing on the right things which makes him happy. It’s only......

 Let’s begin this blog with a true story about my next author, in his own words below.   “I (Vernon) remember when I met my would-be-in-laws to ask their daughters hand in marriage. The first question my mother in law asked was about my academic......

Some people are gifted with certain things, and some need to put in the extra effort to get there.   At the outset, let me introduce you to this bunch, who put in a lot of effort and successfully manage a lot of uncertainties –......

This blog explains about how duplicate and matching rule work in salesforce.   Overview:   The duplicate rule and matching rule are linked with each other.   What is Matching Rule?   A matching rule defines how duplicate records are identified in duplicate rules. Salesforce......