Dreamforce is the annual event of Salesforce which brings together developers, partners and enthusiasts. Dreamforce 2019 was a great hit and here’s everything you need to know about it.
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Formula in Salesforce comes to the picture which automatically determines the value of fields, based on any given condition. Check out this article to know all about Formula in Salesforce!
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As we all know, SAP and Salesforce are two best-in-class software solutions which complement each other. While the former is a complex & robust application for enterprise resource planning, later is a flexible CRM application which aims at making the job of customer-facing representatives, easier. Check out this Webinar on Best Practices for Integrating SAP and Salesforce!
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When data is stored in Salesforce, it occupies Salesforce memory. One can easily access data stored in external systems with the help of Salesforce Connect. It allows you to view the data, modify the data and search for the data existing on the external system in real-time without copying it to Salesforce. Check it out now!
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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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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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Salesforce has helped thousands of businesses to manage their customers better and help gain quality leads and grow their businesses. Salesforce is one of the most popular CRMs around, and businesses around the world use it to improve their avenues and enhance their bottom lines.
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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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SalesForce announced the launch of Lightning Partner Communities in November, 2016, delivering a best-in-class platform for companies looking to accelerate channel sales from their partners. The CRM giant says that the new programme will allow companies to ‘arm resellers, franchisees, channel teams and more with the same tools that make their own direct sales force successful’.
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The worst thing that can happen when you are using a CRM is that your data is in bad shape. This is why you need to ensure that your data is in good shape. One way to do this is to avoid duplicate records by setting up duplication rules!
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