Posts Tagged ‘salesforce’

  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 […]

We’ve broken down some of the most important email features below so you can start automating emails in Salesforce right away!   Email Templates in Salesforce Salesforce email templates are reusable emails that can be linked to various types of automation. When other things happen in Salesforce, such as creating a new Opportunity, your customers […]

Across industries, so much of marketing effectively comes down to timing — appealing to the right person, at the right place, at the right time. Timing for marketing financial services and products as a financial advisor is especially crucial, as many financial needs follow the timeline of milestones in an individual’s life. But financial advisors […]

Create a standard set of list views to avoid repeat requests or empower your users by teaching them how to create bespoke list views so they can grab and segment data on the fly. List Views in Lightning appear to be very similar to Classic at first glance, but when you dig a little deeper, […]

We’re sure you can relate to at least one of these factors if you’ve been a part of a Salesforce implementation. So, the question is how to ensure the survival of your organization in an era of constant business volatility. The answer to this question, like maintaining personal health, lies in following a defined set […]

Managing Leads in Salesforce makes use of the massive amounts of Lead data generated and allows you to report on it, providing visibility into your Lead processes to help drive decisions. There are many features in Salesforce that you can use to make this entire process faster, more automated, easier, and more successful overall. However, […]

One of the potent aspects of their Salesforce Service Cloud platform, Salesforce empowers enterprises with Salesforce Case management capabilities to assist them in providing better customer assistance. The Service Cloud’s Case Management functionality, which serves to enhance the overall user experience for both customers and staff, is built on the Salesforce Case object. Salesforce Case […]

The ability to provide exceptional customer experiences when interacting with service agents is already enhanced by natively integrating Salesforce with Amazon Connect in Service Cloud Voice. Why stop there? By Integrating Einstein Next Best Action into the agents’ Voice Call Console, Salesforce uses AI (Artificial Intelligence) to empower agents with the knowledge and automation you […]

With the Marketing Cloud Winter ’23 release, Salesforce officially rebranded their Interaction Studio tool (AGAIN) to be known henceforth as Marketing Cloud Personalization. Although it’s been two years since Salesforce first acquired Evergage and rebranded the tool, it’s always been pretty common to hear people say things like “Interaction Studio (formerly known as Evergage).” So […]

What if you could integrate the logic defined in Excel onto a Cloud-based system that was tightly integrated with the rest of your enterprise systems? That would be truly transformational. That’s why expectations were high when Salesforce Lightning Object Creator was announced as part of the 2018 Dreamforce address. Now that Salesforce has made it […]

Salesforce is finally enabling the ability to customize and manage object layouts using dynamic forms with the Summer’20 release, after being one of the most requested suggestions on the Salesforce “Ideas” page.   What exactly are Salesforce Dynamic Forms? Dynamic forms have been introduced as a means of making object layout design more configurable. Users […]

What is a Salesforce Flow Despite the fact that Salesforce Flow has been available for a while, it has recently gained recognition as the sole declarative automation solution that Salesforce Admins and Developers should utilize. It has been around alongside Workflow Rules and Process Builder for a time. To minimize confusion over which tool to […]