Henry Dubin is the founder of sales consultancy What's Next, where he helps high-growth tech companies build great sales teams and go to market. He previously worked in sales at Salesforce. Dubin has given up his dream of becoming the next teen pop sensation, but he's living a new drea...
Learn to manage prospects from lead to close in Sales Cloud. When sales and marketing work together, and leads are quickly prioritized and qualified, you can set your reps up to close more deals. Trailhead:Leads and Opportunities Learn how to power your sales process in Salesforce. From using...
Once all required signatures are captured, the document is automatically sent back to Salesforce and stored within that opportunity This automatic document management eliminates the need for manual uploading and ensures that all signed documents are securely stored in Salesforce. Signed documents are ...
Data collected in your surveys can provide powerful insights into your customers’ levels of satisfaction and engagement, visit here to know how to push survey data directly into Salesforce.
Here is a step-by-step guide on how to setup MFA in Salesforce for all internal users in the org as of 2024: Navigate to the Setup menu and enter “Identity” in the Quick Find search box. Then, choose the option for “Identity Verification.” ...
Further, add the name of workflow which in our case is ‘Salesforce to SendPulse’. Nevertheless, you can always name the workflow according to your requirements. Step 4: Setting Trigger for Salesforce to SendPulse Integration Further, you have to choose an app to add SendPulse subscribers from...
What is Apex String Class in Salesforce? Salesforce Developer Resume Examples for 2024 Everything You Need to Know About Salesforce Queues Approval Process in Salesforce: A Step-by-Step Guide Salesforce Career Paths: Why is Salesforce a Good Career Choice?
I always wanted to learn more about Apex but didn’t really know where to start. Bear in mind: I’ve been working in Salesforce for a long time and this was before Trailhead was around. So I started off simple, exploring what sort of tasks I could do more quickly with Apex than I...
How to create a task in Salesforce There are a lot of ways to create tasks in Salesforce, and the good news is that none of them are wrong. That said, I'll walk you through how to create a new task from the Tasks tab. In the left sidebar, click the arrow button in the top-...
Although the desktop clients for Salesforce aren’t a reality anymore, that doesn’t mean you can’t still reap some benefits. For instance, you can use the 90-day trial to experience a huge slice of this service. Some of the features are not available in the trial, but that shouldn’...