Category Archives for "Salesforce CRM"

What are the Best Apps to Integrate with Salesforce

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Salesforce is one of the most popular Customer Relationship Management(CRM) tool around and is used by a large number of businesses across the world. However, every business that uses Salesforce also uses other applications to help them with varied business processes such as managing backend operations, frontend interfaces, publishing content, etc. Salesforce integrations for these varied apps help businesses to eliminate duplicate copies of data and streamlines the CRM with the business applications.

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11 Reasons Why your Business Should use Salesforce

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2017 is the ninth year in a row in which Gartner has named Salesforce as a leader in the Gartner Magic Quadrant for CRM. With an impressive performance in 2016 and Q1 of 2017, Salesforce continues to dominate the CRM market. Salesforce was the first to launch a CRM on the cloud and have been the leaders in the Cloud CRM space ever since. The depth of functionality and ease of use were the primary winners for them. Here is why you should use Salesforce!

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Top 3 Salesforce APEX Best Practices

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Salesforce Apex Code is the Force programming language to write custom robust business logic and is executed in the Salesforce environment. Similar to other available programming languages, there are key coding principles and best practices that will help you write efficient scalable code. Here we have discussed the Top 3 Best Practices for framing Salesforce APEX Code!

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What are the Most Popular Salesforce Add-ons?

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Salesforce is a powerful CRM tool that has helped millions of businesses to connect with their customers better and serve them in a professional manner. Salesforce offers various strategies and tools to manage customer relationship, generate leads, and gain insight through analytics. However, using add-ons by third-party developers can put your Salesforce application on fire, almost like giving it a steroid shot in the arm.

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How to Create Salesforce Process Builder

What is a Process builder? The Process Builder is a tool in Salesforce which allows you to easily automate the business processes using a graphical representation of your process as you build it. Automated processes in the Salesforce Process Builder consist of: Criteria that determine when to execute the action groups. Initiate and scheduled actions […]

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What is the Easiest Way to Migrate from Zoho CRM to Salesforce?

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Both Zoho CRM and Salesforce CRM are leading Cloud based CRM Platforms in the market where Salesforce Automation is offered as Software as a Service (SaaS). Often SMEs choose Zoho CRM because it is easy to use with lower cost and their requirements are pretty much straight forward. As the Zoho CRM usage increases, the need for Sales and Marketing Automation arise. It is this point that the organizations plan for a change and the easiest option that they get is Salesforce CRM. Here is the easiest way to migrate from Zoho CRM to Salesforce CRM.

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Buttons and Actions in the Salesforce Lightning Experience

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Moving beyond simple alterations of fonts, colors, icons and user interface, Lightning Experience delivers a better platform to maximize the productivity of sales representatives. Salesforce Lightning Experience is not only going to change user experience; its power-packed features will help companies to sell faster and make better decisions. Salesforce Classic displays actions in the Chatter publisher while buttons are displayed on a record’s details page.

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How to Set up Validation Rule in Salesforce

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Certain business checks need to be in place within the CRM application so that erroneous data cannot be created to start with. Validation rule is a great way to implement business checks without putting in a single line of code. It helps you make your business process efficient by having the correct data in place the first time.

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