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All About Automation

Category: CRM

How-to-Create-a-Flow-in-Salesforce

How to Create a Flow in Salesforce – Step by Step Guide

Flow is an application inside Salesforce that automates a business process by collecting data and performing...

December 10, 2018

How-to-Create-Sharing-Rules-in-Salesforce

How to Create Sharing Rules in Salesforce

When you want to share a record with multiple users who are connected by horizontal hierarchy,...

September 20, 2018

Understanding-Roles-in-Salesforce

Understanding Roles in Salesforce

Role represents the hierarchical model of an organization. It'll not give any permissions to users. It...

September 18, 2018

Create-Reports-and-Dashboards-in-Salesforce

How to Create Reports and Dashboards in Salesforce

Salesforce report is a list of data generated based on the criteria defined. A dashboard is...

CRM Comparison 2018

CRM Comparison Chart 2018 – Infographic

For any growing company, a CRM is a must-have tool that organizes and manages all the...

Best-Salesforce-Appexchnage-apps

Top 16 Salesforce AppExchange Apps

Salesforce is one of the leading platforms that businesses use nowadays to scale up with efficiency...

how-to-sync-invoice-from-sap-business-one-to-salesforce

How to Sync Invoices from SAP Business One to Salesforce

In this article, we are going to go through the steps involved in the flow of...

Sync-Quotes-from-Salesforce-to-SAP-Business-One

How to Sync Quotes from Salesforce to SAP Business One

In this article, we are going to see how to create a ‘Quote’ in Salesforce and...

Syncing-Order-from-SAP-Business-One- to-Salesforce

Syncing Order from SAP Business One to Salesforce

In this article, we are going to go through the steps involved in the flow of...

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