Microsoft 365 is quite a popular platform for small businesses; the tools that interest us the most, of course, are Outlook, Access, and Excel, but your Word documents and notes in OneNote can also be of interest. This is how to connect your MS365 account to Einstein. 1. In your Sal...
Agentforce Pricing ROI Calculator Products by Need Back CRM Products Build your Customer 360 and get a complete view of your customers across sales, service, marketing, commerce, and more.Explore AI CRM Sales Service Marketing Commerce Slack CRM Products by Industry Back Industries Get industry-sp...
If you have a custom object as the child in a master-detail relationship, its access defaults to ‘Controlled by Parent’. This means if a user can see the parent record, they can see the child record.Restriction Rules will enable you to selectively share these child records. For example ...
Each business operates on its own schedule – whether it is the usual 9-5, round-the-clock 24/7, or any other time slot. Most users (except workaholics, maybe!) would like to keep working within office hours, so ideally, access to the Salesforce org should be limited to the time ran...
To keep your data as secure as possible, determine access levels by role and make assignments. Migrate your data Using Insightly’s data migration tool, export your Salesforce data and import it into Insightly. Review Walk through your new account with Insightly, learn best practices, and disc...
Airtable will only have access to the Salesforce records that the user who set up the Salesforce automation has access to. How is data transmitted from Salesforce? The data that we send to and receive from Salesforce’s API is transmitted securely via HTTPS and will not be used for any ...
Ensure agents have all the information they need before they interact with the customer. Use chatbots to ask common questions and collect information before an agent opens the case. Give agents a 360-view of the customer with access to prior interactions across your organization, communication pref...
Salesforce provides several APIs to interact with its platform, making it easier to access and manage data. Here are the key Salesforce Platform APIs: REST API TheREST APIallows you to interact with Salesforce data using standard HTTP methods (GET, POST, PUT, DELETE). ...
Want to boost customer engagement via gamification? We explain how you can do it on Salesforce Experience Cloud. 5 min read Written byAnna Babur 06 Apr 2023 Joining Forces for Success: Introducing Our New Sales Engineer, Director with a Wealth of Experience in Salesforce!
Access: You’re the only person who needs to use the app, so you install for admins only. Ready, set, let’s install! In AppExchange, if you don’t have it open already, search for and open the Salesforce Adoption Dashboards listing. Click Get It Now. From the Connected Sal...