Salesforce is the Number One Solution for Complete Customer Service. Each of these features is offered by Salesforce Desk. Desk is an out-of-the-box, all in one support application that provides mobile support, case management, multi-channel support, and productivity tools. Through syncing with...
In order to understand better about how the approval process works in Salesforce, let's take a closer look at the nodes used therein. As mentioned earlier, one of the most common use cases of the approval process is to control access to records. But there might come times when you'd wa...
Developers Coding With Agentforce for Developers: A Salesforce Architect’s Review By Henry Martin February 17, 2025 Data Cloud Account Unification and B2B Targeting in Salesforce Data Cloud By Anu Pandey February 17, 2025 Newsletter: Find us on:...
Salesforce Commerce Cloud is a very effective platform as it enables users in handling many storefronts through just one back-end for many parts of the world. Users can manage various languages, currencies, and tasks that are important for handling storefronts meant for clients/customers in dif...
Enhancing SFDC case creation experience: opening cases in new tabs Auto-case creation in Salesforce now opens all new cases in a separate tab, regardless of contact status (known or unknown). Previously, cases for known contacts opened in edit mode within the current tab and closed upon saving...
Salesforce might feel a bit alien-like to you. But that’s why we’re here, to help you understand even just a smidge better what this service is and how it can simplify your business by a great deal. To put it shortly, it enhances the communication factor in your company and grants...
What is a sales pipeline? A sales pipeline is a visual representation of where each prospect is in thesales process . It helps you identify next steps and any roadblocks or delays so you can keep deals moving toward close. A sales pipeline is not to be confused with the sales funnel. Th...
You should measure goal attainment over time in order to make sure each rep has consistent performance. Show trends over time. By trending rep performance over time on their Scorecard, you can see whether or not they are improving on their KPIs. What are the use cases for a sales rep ...
In line with Salesforce’s mission to speed up development for specific verticals with their Industry Cloud, they have also created packaged solutions for healthcare, financial services, and retail. These look to provide template solutions which quickly accommodate common integration use cases for thes...
an inside sales individual within a department may handle the legwork of creating and organizing sales appointments for outside sales personnel, otherwise known as lead generation. In some cases, inside sales personnel may be used toupsellincumbent customers by adding ancillary ...