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...
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 discus...
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 use Username Password Flow, the next step is to get the access token. To get the access token through connecting with your developer org, use https://login.salesforce.com/services/oauth2/token as the URL to get it and when using the sandbox, use https://test.salesforce.com/services...
Restriction Rules can be used to restrict what records users can see – the clue is in the name! Traditionally, Salesforce was all about opening up record access to users, so where do Restriction Rules fit in and why do we need them?
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...
1. Analyzeallof your Salesforce data Fivetran pulls all the underlying data from Salesforce into a SQL-enabled environment. With access to the full data set, you will be able to transform and display the data, enabling you to deeply understand your CRM operations. Business intelligence (BI) ...
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!
In order to be able to use the powerful CRM, you first have to login on SalesForce account, and, if you don't have an account yet, you might first need to get a SalesForce license and add user to the SalesForce account of your company, in order to give that user access to the ...