Category: Advices

Data manipulation in Salesforce : pragmatic tips for daily use

When it comes to managing your data in Salesforce, there is a lot of content everywhere. How to design your data model, how to assess and manage your data …
February 2020
Advices

Einstein Next Best Action #TexeiTestsForYou

At Texei, we believe that keeping up-to-date with the latest Salesforce features is important, but testing them ourselves is even better. With that in mind, after hearing a lot …
January 2020
Advices

Day 24: New Salesforce feature: how to send a customer feedback from a case without any automation…

Each day we will reveal our “tip of the day” regarding the #Winter20 release. Today, let’s talk about Customer Feedback. What’s new ? Since the Winter 20′ Salesforce release, you …
December 2019
Advices

Day 23- Einstein Bot Knowledge article search #TexeiAdventCalendar.

Let’s talk about Einstein ChatBot. Winter is coming! But we’re not talking about plot twists and battles every Sunday evening (because It’s over! Ok?!!) But about winter 20 release …
December 2019
Advices

Day 21 : Reports of Winter 20: The Count Unique Values in Report Results #Texeiadventcalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new? Hello report lovers! Today we will be talking about an interesting report feature: …
December 2019
Advices

Day 20: Reuse Content Across Campaign Emails with Snippets in Pardot #TexeïAdventCalendar

Let’s talk about Content Reuse. Each day we will reveal our “tip of the day” regarding the #Winter20 release. Icon made by wanicon from Flaticon What’s new? How many times …
December 2019
Advices

Day 19 : New Undo Link on the Delete Record Toast #TexeiAdventCalendar

Let’s talk about Record Restoration. Each day we will reveal our “tip of the day” regarding the #Winter20 release What’s new ? You might have not noticed it but now, …
December 2019
Advices

Day 17: Select the API Version for Lightning Locker #TexeiAdventCalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new? Now you can select the API version used by Lightning Locker across your …
December 2019
Advices

Day 15: Customize Account Teams

Let’s talk about how to Customize Account Teams. Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new? Great news! You can personalize …
December 2019
Advices

Day 13 : Permission sets groups #TexeiAdventCalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new : Permission sets ? Winter 20’ is bringing its share of cool features, …
December 2019
Advices

Day 12: Local development server for Lightning Web Components

Let’s talk about Local development server. Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new? When you develop Lightning Web Components you …
December 2019
Advices

Day 10: Remove a File from a Record Without Deleting It Everywhere #TexeiAdventCalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release.  Icon made by Wanicon from www.flaticon.com WHAT’S NEW Lately when you want to delete a …
December 2019
Advices