Interact with the external data using External Objects in Salesforce Speak to a Cloud Professional Imagine your company just implemented Salesforce and uses data from multiple external sources to power the CRM. In such a case, employees often switch from Salesforce to other external sources, due to which their productivity takes a severe hit. This …
by admin Let’s Sync your Calendar with Salesforce Speak to a Cloud Professional Setting up meetings is inescapable at most companies. But if you have to keep adding those meetings to different platforms manually, the time wasted adds up, which can get frustrating. Don’t add those meetings to other platforms; you might lose track of those meetings. …
by admin Learn more about Einstein Bots and how they can help Speak to a Cloud Professional Artificial Intelligence, or AI, has become the savior for many companies, whether for customer service, marketing, or sales operations. We can be sure that technology will stay at the heart of any organization and support humans in its most interactive …
by admin We have a surprise for you! Speak to a Cloud Professional Amplify your reporting tactics with our free Sales Reports package.You can never overestimate the importance of sales reports. It’s time you take the guesswork out of your business decisions and get a clear view of where your company stands at every level of your …
by admin Let’s automatically route leads and Customer tickets to your teams with Omnichannel Speak to a Cloud Professional Suppose you’ve worked in the Salesforce ecosystem for a long time, whether as a developer, admin, or user; it’s likely that you’ve heard of Salesforce Omni-Channel. But do you know what it is and how to set it …
by admin Love the enthusiasm! But you’re here too early, even for an early bird. Come back when the calendar tells you to. Meanwhile, checkout the previous articles. Love the enthusiasm! But you’re here too early, even for an early bird. Come back when the calendar tells you to. Meanwhile, checkout the previous articles.
by admin Use Dynamic Forms to reduce the clutter from your Page Layouts Speak to a Cloud Professional Salesforce has been slowly migrating pieces of the standard Sales Cloud platform from Classic into the new Lightning framework since the dawn of Lightning in 2014. But there’s one feature that remained heavily rooted in the past, and that …
by admin Let’s learn what Heroku and Heroku Connect is Speak to a Cloud Professional Salesforce and Heroku are two of the most potent platforms actively used by businesses.Connecting Salesforce to Heroku allows you to get Salesforce CRM data to update the Sales Cloud automatically. The integration saves time and ensures your sales teams always have the …
by admin Salesforce Kung Fu Brown Belt: Take a break and wrap up your backlog Speak to a Cloud Professional What a knowledgeable journey – great going! So far, you’ve increased your capabilities of working with Salesforce exponentially. Let’s look at the ground you’ve covered. You learned about: Refining your customer feedback strategy with Salesforce Surveys …
by admin 
