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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 […]

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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 […]

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Enhancing Visualforce with Glyphicons: A Comprehensive Icon Integration Guide

Introduction: Icons serve as vital elements in user interfaces, enriching the visual appeal and providing intuitive navigation cues. In the context of Salesforce Visualforce, you can leverage the power of Glyphicons, an extensive set of icons offered by the Bootstrap framework, to elevate the design and enhance the usability of your Visualforce pages. This blog […]

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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 […]

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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 […]

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Solving Healthcare Challenges with Digital Health Platforms

To meet clinical, business, and evolving consumer needs, healthcare and life sciences organizations are focused on care delivery that enables innovation in patient engagement, data and analytics, and virtual care. According to Gartner’s 2022 Industry Cloud Survey, about 40% of IT leaders say they have started to adopt industry cloud platforms, with another 15% in […]

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Dreamforce is 1 Month Away!

Dreamforce 2023 – We are Ready. Are You?  30 days and counting until Dreamforce 2023 kicks off! This year, Salesforce is expecting about 170,000 people to descend on San Francisco, Sept. 12-15.   Opportunities at Dreamforce Each year, there’s always something specific to look forward to and this year is no different. As always, it’s […]

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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 […]

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Multi-Step Approval Process in Salesforce using Standard Setup Wizard.

The approval process in Salesforce is a very important topic and it plays a very important role for the approval of records before it comes to the actual processing. In this blog, we are going to learn the approval process very better with the help of real-time scenarios. So, let’s get started. This is the […]

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Introducing Salesforce Data Cloud and Einstein GPT for the Financial Services Industry

Salesforce Data Cloud is a real-time, unified data platform that helps businesses connect, harmonize, and engage with their customers. It provides a single view of the customer across all channels, enabling businesses to deliver real-time personalized experiences. Data Cloud is powered by artificial intelligence (AI) and machine learning (ML), which help companies to automate tasks, improve […]

Streamline Your Sales Process: A Beginner’s Guide to Building Approval Processes in Salesforce

The approval process in Salesforce is a systematic workflow designed to streamline and manage the approval of various business processes within an organization. It helps to make critical decisions, approve sales discounts, contract approvals as well as many such kinds of requests that need to be approved before coming into process. With the approval process […]

How Can Regional Insurance Carriers Harness the Power of AI?

In today’s rapidly evolving technological landscape, artificial intelligence (AI) has emerged as a game-changer for various industries. One such industry that will be forced to utilize AI solutions to gain a competitive advantage is the regional insurance carrier industry. By harnessing the power of AI, regional insurance carriers can streamline their operations, enhance customer experience, […]

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