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Showing posts from August, 2025

Salesforce Data Cloud

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  Salesforce Data Cloud: Powering Unified, Intelligent Customer Experiences Salesforce Data Cloud is a next-generation data platform that consolidates your company’s information into a single, connected ecosystem on the Salesforce Platform. By centralising data from various sources, it enables every team—Sales, Service, Marketing, and beyond—to access a comprehensive, real-time customer profile. This empowers organisations to automate processes, drive analytics, personalise engagement at scale, and safely deploy AI with confidence. Through its robust data unification capabilities, Data Cloud transforms fragmented, siloed datasets into a reliable, easily navigable customer graph. It integrates a wide range of inputs—including telemetry, website activity, email content, PDFs, images, and data from internal or external systems, such as third-party lakes and warehouses. The result is a shared source of truth that fuels intelligent decision-making and seamless, data-driven interaction...

Rollup Helper in Salesforce

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  As we know that  Rollup Helper  is a very helpful & popular app on AppExchange. It is used to get real-time data on hand. We can easily roll up  Salesforce  data – Min, Max, Count, Average, Percent from a child object to a parent object by using this app. Basically, the count, max, and other similar operations on parent objects are only available for the Master-Detail relationship data type. It also allows these features/functionality in the Lookup Relationship. How to use a Rollup helper? Step 1:-  Go to AppLauncher and click on “Visit Appexchange”, search for “Roll-up Helper” and install it. After installing the app, when you see “App Launcher,” you will find an app as “Rollup Helper.” Step 2:-  When you click on the “create” icon, you will get the option on the next page to select the Destination object. Step 3:-  You will get an option to select a targeted field after selecting the targeted object, and also to select the selected object ...