Rohan Jha
MemberPopular Salesforce Blogs
5 Best CRM Integrations with QuickBooks for SMBs 2022
It's crucial that your CRM and QuickBooks work together. Due to this, most CRMs on the marketplace have acted and offered a method to integrate…
Look ups and Master Detail
We were done with just the two fields Auto Number and Formula Field, In this section we will move on and consider the other fields.…
Popular Salesforce Videos
What are The Benefits of Salesforce Financial Services Cloud?
Business today is all about relationships. That’s nothing new. But how you go about managing and maintaining those relationships is completely different in today’s business…
Data Import: Prepare your Data for Import | Salesforce
This short video walks you through how to clean up your import files in preparation for getting your data into Salesforce. We'll walk you through…
Connecting to Salesforce in Outlook
Bring together the two platforms you use everyday: Salesforce and Microsoft Outlook. View and work with Salesforce data directly in your Outlook inbox, create Salesforce…
Popular Salesforce Infographics
Salesforce vs. HubSpot: Which CRM is Best For Your Business?
Salesforce has highly customizable lead management and scoring, while HubSpot can get small businesses up and running quickly with lead generation via content marketing. HubSpot…
Salesforce – A Key For Your Industry Solutions
Salesforce endlessly improves the productivity and performance of the company. To enhance the customer experience and generate more revenue in 2018 many industries will be…
Boost Sales and Marketing with Salesforce Einstein 1
Salesforce Einstein 1 is a suite of artificial intelligence (AI) tools designed to enhance business efficiency and decision-making. Around 80% of customers expect companies to…