Introduction: In today’s fast-paced business landscape, customer satisfaction and service excellence stand as the pillars of success. Customers demand not only high-quality products or services but also prompt and accurate responses to their queries. This is where Salesforce Knowledge, a powerful feature of the Salesforce platform, comes into play, revolutionizing how businesses manage and provide information to their […]
Posts Tagged ‘salesforce admin’
Connecting with Customers: How to Effectively Send Salesforce Survey Forms
In the previous part of this blog, we’ve seen what Salesforce Survey is, how to enable it and How to Create a Salesforce Survey form. If you are not aware of the Survey forms, you can go with this link. In this part of this blog, we are going to explore the ways through which […]
Mastering Customer Feedback: A Guide to Salesforce Surveys
Introduction: In today’s world, we see that many businesses are emerging everywhere. It can be of any type. It establishes and grows. And, to grow, it requires customers and customers require satisfaction. Both things are interdependent. To keep a healthy relationship with customers, businesses use CRM (Customer Relationship Management) tool. Collecting feedbacks from customers is […]
Demystifying Einstein Bots in Salesforce : The Future of Customer Engagement
Introduction: A chatbot, often known as a bot, is a computer programme that replicates a human conversation, whether written or spoken, and can be a beneficial tool for automating interactions with users. Salesforce Einstein Chatbot is a chatting tool that is driven by Salesforce’s AI. This platform allows businesses to create and deploy chatbots in […]
Effortless Approvals: A Guide to Using Approval Processes within Salesforce Flows
Introduction: In today’s fast-paced business landscape, organizations rely heavily on efficient processes to ensure smooth operations and consistent growth. Salesforce, a leading customer relationship management (CRM) platform, empowers businesses with tools to automate and optimize their operations. One such tool is the Approval Process, a powerful feature that, when integrated with Salesforce Flows, can revolutionize […]
Understanding Salesforce Knowledge: A Comprehensive Guide.
Introduction: Salesforce has provided an effective knowledge base tool called as Salesforce Knowledge which allows users to create and manage articles in Salesforce. With the help of Salesforce Knowledge feature one can write articles and share it securely anywhere and anytime it is needed. The Salesforce Knowledge Base is made up of knowledge articles, which […]
Data Management in Salesforce
Data management in Salesforce deals with importing or exporting data/records in the Salesforce organization. There are many tools available to import the data into Salesforce org. The four most common tools are: Data Import Wizard is a tool available within the Salesforce org Setup. Data Loader is an external tool provided by Salesforce that easily connects to your […]
New Salesforce Mobile Application Configure and Customization
New Salesforce Mobile Application Configure and Customization in Salesforce Org According to reports, 120 billion hours are spent with mobile business apps annually. According to Salesforce, Every month, almost 2 million users run their business from their phones using the Salesforce mobile app. Salesforce planning to retire the Salesforce mobile web experience with the […]
How to Develop Your Salesforce Brand
Salesforce is known to open up doors, not just for the people using the technology at organizations, but also for the people managing it. As a proud Salesforce Admin or Salesforce community manager, make the most of your position! Salesforce (and their partners) offer a lot of opportunities to develop your personal brand and engage […]
7 Salesforce Podcasts for a Powerful Start to Your Day
Take Control of Your Morning There’s no better way to get into the Salesforce-frame-of-mind on a Monday morning than a little pre-work headspace with your favorite tech podcasters. Our team sure does. Tim Murphy wrote about his podcast takeaways and after David Schild recommended the Salesforce Admins podcast to me, I was hooked. (Don’t worry, links below.) […]