At Eigen X, we don’t just implement technology, we transform how organizations connect with their clients. A recent success story involves helping a legal services client move from very custom Salesforce legacy live chat system built using Visual force pages, which is slated for retirement in coming years from Salesforce to Salesforce Messaging for Web, delivering a modern, scalable, and compliance-aware solution.
Design with Confidence: Summer ’25 Features That Save Time, Strengthen Security, and Stop Problems Before They Start
Revolutionizing Education: How Data Cloud Enhances Education Cloud
Salesforce Education Cloud is a powerful CRM platform designed to meet the unique needs of educational institutions. It streamlines operations, enhances student engagement, and improves overall institutional performance. However, in today's fast-paced digital world, institutions need more than just data management—they require insights, predictive analytics, and real-time decision-making capabilities. This is where Salesforce Data Cloud comes in, transforming Education Cloud into a cutting-edge platform. Let's explore how Data Cloud elevates Education Cloud through some key use cases.
Leveraging Salesforce Inbound Email Handler for Automated Opportunity Updates
In today’s fast-paced business environment, automating processes can significantly improve efficiency and reduce manual workload. Salesforce provides a powerful feature called Inbound Email Handler that allows you to process incoming emails and perform actions based on their content. In this blog post, we’ll explore how to use this feature to send emails to external users and update opportunities automatically based on their replies.
Reduce Risk: Best Practices for Salesforce Admin Privileges
As a Salesforce admin, architect or CRM leader, one of the core challenges is trying to understand what the advantage is, risk in assigning all users to the default standard salesforce admin profile. Most of the organizations take either of the 2 following approaches. They either assign all admin level users to the standard system admin profile or create a cloned system admin profile and assign all users and never use the standard system admin profile.
Master the Art of Business Rule Documentation in Salesforce: 4 Powerful Steps to Succes
If you are an admin or business analyst trying to identify business rules coded in your salesforce org, there is always a challenge on where to find them, how to identify them and even talk to your developers who can help you identify this in apex and flows. The best practice will be to document this on stories and use tools like Elements cloud for this but we all know how budgets are and it is hard sell to get the leadership buyin for a product. So as an Architect, admin or IT manager who wants to identify business rules in your salesforce org, the question is where to start? How to identify business rules and how can you help your fellow developers and admins to document them? The below blog will provide you guidelines for you to follow.