Salesforce Connect – Everything You Need To Know
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!
Continue readingWhat are the Most Popular Salesforce Add-ons?
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.
Continue readingHow 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 […]
Continue reading10 Things Businesses Love about Salesforce
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.
Continue readingHow to Set up Validation Rule in Salesforce
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.
Continue readingSalesforce Lightning Partner Community – How companies can sell faster & smarter
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’.
Continue readingSalesforce Duplication Rules – Make them your best friend!
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!
Continue readingSalesforce Einstein: What are the New Features?
No we are not talking about one of the greatest scientist and a sheer genius of all time (Sir. Albert Einstein). In here we are talking about a new AI (Artificial Intelligence) platform introduced by Salesforce built into the very core of Salesforce CRM platform, the basic purpose of which is to deliver advanced AI capabilities to sales, service, and marketing — which will enable anyone to use clicks or code for building AI-powered apps that will get smarter with every interaction.
Continue readingSalesforce Lightning New Features and Updates
Born and bred on the cloud, headquartered in San Francisco, Salesforce as we know is almost an undisputed leader in Customer relationship management (CRM). Few days back Salesforce had announced the release of a new version of its Salesforce Lightning tool with a completely new interface under the tag name of “Winter 17 Release”. Salesforce have added quite a number of new features in this new version.
Continue readingHow to Create a Workflow in Salesforce
Workflows are triggered based on certain criteria. For example, you can define a workflow that if an opportunity of over $50,000 gets created, then an alert should go to the Vice President (Sales). In this example the criterion is creation of opportunities with value of more than the specified amount.
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