Using Login flow, we can participate and change login process of Salesforce. To explain more, lets consider below problem definition which we will try to solve using login flow in this post. Problem definition : Customer has implemented IDp initiated SSO. Whenever any user is logging into corpo...
In order to find your “login and password for Zapier”, go to lemlist –> settings –> integrations –> scroll down to “Zapier”. Step#3 – Add new leads to Salesforce Now we need to add new leads to your CRM pipeline, so here is what you need to do. Connect Calendly ...
How Salesforce Flow Makes Workflow Automation Simpler and Faster 3 min read Explore related content by topic Marketing Automation Salesforce India Get our monthly newsletter for the latest business insights. Sign up now Just For You Boost your B2B Sales Outreach by Creating Powerful Email Template...
A sales process is a series of steps that move a sales rep from product and market research all the way through to a closed deal — and beyond. The number of steps in the sales process may change depending on the type of industry you’re in, what product you’re selling, and who yo...
situations. In this article, I’ll share my learnings and experiences on how I have run and participated in projects as a Salesforce freelancer. It doesn’t matter if you enter at the beginning, middle, or end phase of a project, if you know which questions to ask, you’ll be fine!
is measured by a combination of the probability of a perceived threat or opportunity and the magnitude of its impact on objectives”. With this combination of elements to consider, we dive into the top Salesforce project risks that bubble up along the delivery path, and how to mitigate them....
In the rest of this post, we’ll go over the five flow loop elements in more detail and, in parallel, I’ll tell you a story about two 12-year-old girls named Data and Flow. Their story reiterates key concepts about flow loops. At the end, play a matching game to test your compr...
As a Salesforce Admin, you can deactivate the flow that sends the “New Case Created” email, which will break the cycle and stop the infinite loop. However, this means you have to wait for one of your support reps to let you know it’s happening before you can act. If the loop ...
A business plan explains what you’re doing, while a sales plan explains how you’ll do it. For example, a business plan might state that you intend to achieve $5 million in sales by the end of your third year in business. The sales plan will describe how you’ll do so. So, start...
Salesforce CMSis a cloud-based platform designed for creating and managing personalized content across multiple channels. Integrated seamlessly with other Salesforce tools, Salesforce CMS empowers businesses to deliver consistent messaging throughout the customer journey. Its scalability, AI-driven recommenda...