Following our previous article on automation tools, this article covers automation using the Process Builder tool in more detail. Process Builder is the newest Salesforce automation tool…
Following our previous article on Salesforce Automation Tools, this article covers automation using the Workflow tool in more detail. Workflows are suitable for a single if/then statement that…
Salesforce is one of the most popular CRM platforms currently available at the market. The company offers its clients a wide range of solutions able…
A Salesforce Implementation can help migrate all your customer, sales and interactions data into one place and standardize business processes. This allows all sales staff…
Salesforce has some great tools to automate our business processes with our human interventions. One of such inventions are WorkFlows which are our today's topic.…
The Salesforce Spring ’19 Release is here, and you’ll now be able to explore the exciting new features and upgrades of the newest release.…
Salesforce has recently launched new features in Financial Services cloud to drive customer engagement across wealth management, banking, and insurance. Salesforce designed Financial Cloud Software to revolutionize…
Salesforce Data Migration — Imagine if you were traveling to an exotic new destination for the holidays. You want to make sure that everything is…
Imagine you are apartment hunting and you enter a house. It is beautifully set-up. All the beds have new linens. Pillows properly dusted and covered.…
If you’ve ever thought how great it would be to have a personal assistant, you should consider exploring Salesforce and its automation features. Imagine having…
Let's have a look on some specific common differences that are mostly used on day to day work in Salesforce. 1. Data Loader Vs Data…
This topic came up again today in reference to a trigger to modify lead assignments. It's always important to keep the order of these events…
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