Developer Community Discussion Posts

Kaizen series

The following are the list of developer community discussion posts that I have authored.

A. In this forum article, I compare and contrast two similar features in Zoho CRM, as well as clarify when to use which.

https://help.zoho.com/portal/en/community/topic/kaizen-54-subforms-vs-related-lists

Link to the article A

B. In this forum post, I list the various field categories in Zoho CRM, and also their limitations.

https://help.zoho.com/portal/en/community/topic/kaizen-1-fields-in-crm-api-18-10-2019

Link to the article B

C. In the following two articles, I demonstrate the various environments available in Zoho CRM, as well as how to manage multiple domains in various applications.

https://help.zoho.com/portal/en/community/topic/kaizen-5-environments-and-domains-in-zoho-crm-part-1-2

Link to the article C1

https://help.zoho.com/portal/en/community/topic/kaizen-6-environments-and-domains-in-zoho-crm-part2-2

Link to the article C2

D. In this post, I demonstrate how and when to use Zoho CRM API to trigger Workflow rules, Approvals, and Blueprints when importing, modifying, or upserting records.

https://help.zoho.com/portal/en/community/topic/kaizen-33-triggering-workflow-rules-approvals-and-blueprints-via-zoho-crm-api

Link to the article D