3. Find the right tools to build your app. If you’re not a developer, you’ll find that low-code development tools will help you create a solid app quickly. Find a solution that has robust functionality but that is also intuitive and easy to use.Salesforce Platform Mobilefrom Salesforce...
Learn the key steps to building a sales plan that is adaptable while also empowering your reps to sell efficiently.
When it comes to answering the question: “how do I create a Campaign in Salesforce?”, simply clicking the “Add New” and “Save” buttons, is one small part of a wider operation. Sure, you can create a Salesforce Campaign in seconds, but to create oneproperlythere’s more than wha...
Create a Campaign in SalesforceFrom the Campaigns tab, click New.Enter a name for the campaign.Select a campaign type, such as advertisement, email, webinar,
Here's a tutorial for how to create a report in Salesforce so you can build out custom reporting dashboards with the actionable insights you need.
Salesforce Junction objects are used to model many-to-many relationships between two objects. Learn why it was created and the steps to create one.
Thereafter, the employees should be provided training to boost their skills. It is stated that for building a super salesforce, a business should have a clearly defined sales process. Compensation plays a major role in motivating salespeople.VU...
Sellers can use an existing opportunity in Salesforce or create a new one. First, the seller uploads the document that requires eSignature to the opportunity. Next, the seller adds the signer’s contact details to Salesforce. If the contact doesn’t exist, they need to create it. If the...
Step 2: Create a LinkedIn Group and fill in required information Go to your Groups page from the grid icon in the top-right corner of LinkedIn. Then, click the Create Group button. Fill out the following information when the window pops open: Group name and description Industry and location...
Client onboarding can be a long process of clunky forms and signatures — but it doesn’t have to be! WithFormAssembly and Salesforce, this process can be completely automated and online. In this tutorial, we’ll focus on a generic post-sale process — use this as a starting point for...