CPQ

CPQ Comparisons

Salesforce CPQ, Aptus CPQ, and Conga CPQ are three popular CPQ (Configure, Price, Quote) solutions. Salesforce CPQ is a native solution built on the Salesforce platform and provides a range of sales automation and

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Einstein Analytics SAQL Part 1

Einstein Analytics – SAQL –  #1 Year to Date Comparison from Current Year vs Previous Year SAQL : Einstein Analytics if you are Einstein Analytics Developer you would have come across a Data visualization

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Streamlining Salesforce Web-to-Lead Attachments: A Creative Solution

#Salesforce #WebToLead #AttachmentHandling #CreativeSolutions #SalesforceTips #WebForms #SalesforceIntegration #AttachmentProcessing #ApexClass #SalesforceDevelopment #WebDevelopment #DataProcessing #EmailServices #LeadManagement #EfficientSolutions #SalesforceCommunity #TechSolutions #JavaScript #SalesforceConsulting #CRM #AttachmentKey #CustomFields

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Einstein Analytics SAQL Part 2

SAQL Binding    Picklist Binding a = filter a by ‘SF_Acco.ParentId.Name’ in {{coalesce(column(SF_Acco_Name_8.selection, [\”SF_Acco.Name\”]),\”all\”).asString()}}; Static Step Binding String {{cell(toggle_selector_3.selection, 0,\”return_measure\”).asString()}} Static Step Binding Date Range {{cell(toggle_selector_4.selection,0,\”return_filter\”).asDateRange (\”date(‘INVOICEINSTALLMENTDUEDATE_Year’, ‘INVOICEINSTALLMENTDUEDATE_Month’, ‘INVOICEINSTALLMENTDUEDATE_Day’)\”)}} Date binding from Date picker

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Einstein Analytics Dashboard Filters on Record Detail View

Einstein Analytics Dashboard Filters on Record Detail View Lightning Page Filter {‘datasets’:   {‘SF_Wave_Accounts’:   [   {  ‘fields’:[‘SF_Acco.Name’], ‘filter’:{‘operator’: ‘in’, ‘values’:[‘$Name’]},  ‘fields’:[‘SF_Acco.Name’], ‘selection’:[‘$Name’]  }   ] } }’datasets’: {‘SF_Wave_Aging_Account_Profiles_1’: [ {‘fields’:[‘ACCOUNTEXTERNALID], ‘filter’:{‘operator’: ‘matches’, ‘values’:[‘$External_Id__c’]}} ] } } 

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Salesforce Rest API from Google Script

Updating a Record in Salesforce from Google Script Using Rest API Create connected app with oauth scope to full access  authenticateSF1() method returns the access token required for Rest API Call  updatelead() method gets