Slaesforce FAQ

what are plugins in salesforce

by Rosalyn Zieme PhD Published 2 years ago Updated 2 years ago
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A plug-in adds commands or features to Salesforce CLI. For example, the plugin-auth plug-in provides the sfdx auth commands. Salesforce CLI plug-ins are npm (Node.js package manager) packages. Node.js is a JavaScript runtime environment that supports execution outside of a browser.

As Salesforce is the world's leading CRM platform and WordPress is the most-used content management system, it makes sense to integrate the two as best as possible using Salesforce WordPress plugins.
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Full Answer

How to create custom app in Salesforce?

Create an App

  • Learning Objectives. Create a Salesforce app that includes standard collaboration and analytics features.
  • Introduction. In this project, you learn how to build an application on the Salesforce Platform from start to finish, without writing any code.
  • Launch Your Trailhead Playground. ...
  • Create an App and a Custom Object. ...

Is there a Salesforce Gmail plugin?

  • We are integrated with Gmail.
  • We are using Lightning.
  • We have tried with users related to Salesforce records and users not related to Salesforce records.
  • Tried uninstalling & disconnecting email/calendar account.

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to use custom setting in Salesforce?

Custom Settings Methods

  • Usage. Custom settings methods are all instance methods, that is, they are called by and operate on a specific instance of a custom setting.
  • Custom Setting Examples. The following example uses a list custom setting called Games. ...
  • Hierarchy Custom Setting Examples. ...
  • Country and State Code Custom Settings Example. ...

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How do I add a plugin to Salesforce?

Follow these steps to set up the Analytics plugin for Salesforce command-line interface (CLI) for your CRM Analytics development project.Enable Dev Hub in your org so you can create and manage scratch orgs from the command line. ... Install the Salesforce CLI. ... Create a Salesforce Developer Experience (SFDX) project.More items...

What is Salesforce used for?

Salesforce, Inc. is a famous American cloud-based software company that provides CRM services. Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.

Why Salesforce?

One of the reasons that Salesforce is so popular is that it is packed with features like no other CRM software; features such as contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics and an intuitive, mobile-ready dashboard.

What is Apex in Salesforce?

Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.

What is Salesforce lightning?

Lightning (Salesforce Lightning) is a component-based framework for app development from Salesforce.com that is designed to simplify processes for business users, who typically do not have programming experience.

What are 6 benefits of Salesforce?

The 6 Greatest Benefits of CRM PlatformsTrustworthy reporting.Dashboards that visually showcase data.Improved messaging with automation.Proactive service.Efficiency enhanced by automation.Simplified collaboration.

Who is Salesforce biggest customer?

The largest Salesforce customers in the United States are the following:Amazon Web Services.American Express.U.S Bank.The Hershey Company.Toyota.L'Oreal Americas.T-Mobile.The New York Post.More items...•

What is the number 1 CRM in the world?

SalesforceWorld's #1 CRM - Salesforce IN.

Is scheduling important in Salesforce?

Whether your association is hosting a conference, sending out communications to members, or planning additional opportunities, scheduling is an essential part of your process. Creating an effective schedule becomes much more manageable when you can do so directly within Salesforce.

Does Salesforce have a digital marketing tool?

Digital marketing is a challenge for many associations, but the right tools can help. You already know that Salesforce offers powerful tracking and reporting capabilities for your marketing campaigns. Adding the Marketo suite of marketing and email automation tools to the mix is a smart move for any association.

Is Fonteva a Salesforce app?

Because Fonteva is a native Salesforce app, that is, software built entirely on the Salesforce platform, the integration is seamless. This translates into several major benefits for your association. As a true-cloud solution, Fonteva Membership software is always up to date.

Today's best Salesforce deals

Get Salesforce from $25 per user/mo (US-only link) Salesforce is the CRM software market-leader for good reason: it offers a comprehensive suite of customer relationship tools, excellent integration, and unrivalled customization. Follow this link to find out more.

1. Outlook, Gmail & Office 365 Sidebar

Access Salesforce directly from your email provider or office application with Outlook, Gmail & Office 365 Sidebar. (Image credit: Cirrus Insight)

2. Free Outlook and Gmail Integration

Use this free sidebar to access Salesforce directly from Outlook or Gmail. (Image credit: RevenueGrid)

3. Geopointe

Use Geopoint for any geolocation-based data needs. (Image credit: Ascent Cloud LLC)

4. Veloxy

Integrate geolocation features into your sales data for free with Veloxy. (Image credit: Ascent Cloud LLC)

5. Invoices for Salesforce

Create your own customized invoices directly from Salesforce with this plugin. (Image credit: Kognoz)

6. Quickbooks Online and Desktop Integration for Salesforce

Use Quickbooks Online and Desktop Integration for Salesforce to directly link your Salesforce and Quickbooks databases. (Image credit: Kognoz)

Why to use plugins?

Salesforce CPQ is a powerful tool where without writing a single line of code, you are able to provide your Sales People a solution making their life easier, to make your sales activities traceable and to make sales cycle shorter.

What is a plugin?

You may think of a Salesforce CPQ Plugin as a component that is build of a set of Salesforce technologies: APEX, JavaScript, LWC. That component is designed to help with a specific use case in a very narrow/specific CPQ functionality. Typically, the interface between the plugin and Saleforce CPQ is defined.

By Marcin Krzych

Author of "The CPQ Implementation Guide" book. In IT since 2007, In Salesforce ecosystem since 2011, In Salesforce CPQ projects since 2016.

Why is Salesforce add on important?

Salesforce add-ons help you manage your business better. While we all know that CRM is an important tool to manage and nurture our customers, we need to remember that every CRM has its deficits. Moreover, it is not possible to include all the features you could dream of in a CRM. Using add-ons help in creating a CRM that is completely customized ...

What add-ons do you need for Salesforce?

You will also need to edit documents, sign them, and engage in cross-platform file exchange. A good add-on for your Salesforce is Adobe EchoSign, which lets you edit, track, and do other things with documents that are important too.

What is Box for Salesforce?

With a number of additional features and an easy integration method, Box for Salesforce is one of the most popular add-ons that companies use today. Of what good is a CRM if you are not able to share or edit customer-related files through it?

What is Mailchimp for Salesforce?

MailChimp for Salesforce is uniquely designed to help you turbocharge your email marketing campaigns, and track them easily. You can easily access campaign reports ...

What is Salesforce Community Page Optimizer?

The Salesforce Community Page Optimizer (Developer Preview) analyzes your lightning based community/apps and identifies performance optimization opportunities. Use the information to refine your design and improve performance for your members.

What is Salesbolt for Salesforce?

Salesbolt for Salesforce in Google Chrome is a LinkedIn to Salesforce Chrome Extension that helps you to save time when selling and focus on the more important tasks at hand.

What is Salesforce admin check all?

Salesforce Admin Check All is an extension that enhances the Salesforce Setup pages by adding “check all” checkboxes to various checkbox lists. This enhanced functionality helps make some setup tasks more efficient by potentially saving administrators from having to manually check each checkbox in a list individually.

How often does Salesforce refresh?

Salesforce only allows you to refresh Dashboards daily, weekly, or monthly. With Enhance Salesforce Dashboard, you can now have “up to the second” real time information and set auto refresh frequency/duration.

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