1. In this video, we walk through how to create a Document Template in WebMerge. In the Document Template, we create variables to store Salesforce.com values, and Email Address to allow the Salesforce Contact to receive the merged document. Lastly, add a button to Salesforce.com in order to trigger the creation of the document, and be forwarded to the Contact. Posted: (http://visaocrm.com)

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  2. In this example, we will connect an Excel spreadsheet with Salesforce.com using Talend Open Studio. From this spreadsheet, we will not only be able to insert new values, but update existing ones using an External ID setup in Salesforce.com. A solution like this is also useful in creating scheduled integration points as well. (http://www.visaocrm.com)

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  3. This walkthrough contains an example of page layout sections conditionally displayed based upon user input, using a VisualForce pages in Salesforce.com. Code can be found here (http://visaocrm.com/?p=158)































    http://www.visaocrm.com

    # vimeo.com/101847358 Uploaded 3,281 Plays 5 Comments
  4. Video walkthrough of using Salesforce.com Integrated Components in Geckoboard. Then, when Dashboard setup is complete, embedding the Dashboard into a Custom Tab within Salesforce.com

    URL: (http://www.visaocrm.com)

    # vimeo.com/101721183 Uploaded 807 Plays 0 Comments
  5. Posted By: Emilio Taylor (http://www.visaocrm.com)

    # vimeo.com/101643880 Uploaded 219 Plays 0 Comments

VisaoCRM

Emilio Taylor

Visao, LLC Channel dedicated to exploring end-user and developmental experiences of CRM solutions on the market today. With a focus on Salesforce.com and SugarCRM, materials presented in this channel are available to spread awareness of the latest CRM…


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Visao, LLC Channel dedicated to exploring end-user and developmental experiences of CRM solutions on the market today. With a focus on Salesforce.com and SugarCRM, materials presented in this channel are available to spread awareness of the latest CRM functionality, plug-ins, and developer topics. New content will be uploaded here, and on our site: (http://www.visaocrm.com)

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