In the Spring 12 release, Salesforce added Live Agent to its native platform allowing you to configure and run the Live Agent Operator panel directly from your Salesforce login and store chat transcripts directly on the Account/Contact record with minimal effort. We had the privilege… Read More »Salesforce: Live Agent Integrated
With their recent Spring 12′ release, Salesforce now offers a new “Joined” report format. The new format allows you to cross-reference multiple objects and report types in a single report. This is a powerful addition that greatly expands reporting capabilities, but in its simplest form,… Read More »Salesforce: Joined Reports for Side-by-Side YTD Comparison
Salesforce will soon be launching their Spring ’12 release in early February with over 100 new features for Salesforce users. Some of the new features that we are looking forward to are: Social Accounts, Contacts, and Leads – Get a better understanding of your customers… Read More »Salesforce Spring ’12 Release – What We are looking forward to
Overview: This post covers a method that allows your customers to pass custom date ranges and other filters to a specific report in the Salesforce Customer Portal through simple HTML forms and Visualforce pages. One of the limitations with Reports in the Salesforce Customer Portal… Read More »Salesforce: Dynamic Reports in Customer Portal