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Category: Salesforce

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Is Your Organization Ready to Retire Workflow Rules and Process Builder?

April 28, 2022 / , ,
Is Your Organization Ready to Retire Workflow Rules and Process Builder? Salesforce Automation Tools Currently, on the Salesforce Platform there are three tools you can use to create automation. Those
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Process Builder vs Workflow – Salesforce Insights

December 17, 2020 /
Creating automation to save time and steps for users is extremely valuable. Not only does it buy back time, but it also allows for a uniform process. Historically, Salesforce’s Workflow
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Building a Plan for your Data Warehousing

November 16, 2020 / ,
Integrating data can be a daunting task in the complex environments of today’s business world.  Different business units have commonly been siloed historically, leading disconnected sources of data.  As we
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Why Should I Add Tableau?

October 21, 2020 / ,
In June of 2019, when Salesforce.com purchased Tableau, it was largely overshadowed by political and international news.  But, at 15.7 Billion USD, the purchase was anything but insignificant.   It was
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Different Types of Reports in Salesforce

July 23, 2020 / ,
There are four different types of reports you can create in Salesforce. Each type of report is best suited for showing different types of data in different formats. When deciding
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Save Time By Creating an Email Template in Salesforce

June 11, 2020 /
Salesforce is set up to automate your sales process. One easy and quick way to do that is to set up email templates to use in your sales workflows. With
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The Hype Behind Community Cloud – Salesforce

April 9, 2020 / ,
Since launching Community Cloud in 2013 Salesforce has continued to grow the functionality and extensibility. But what is a Salesforce Community? Communities isn’t a social media application, it’s a customer/employee/vendor/client communication application.  It
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Salesforce Lightning vs. Classic

March 1, 2020 / / ,
Salesforce Lightning or Salesforce Classic? Both are very capable versions of Salesforce and both have their advantages. Currently salesforce is in the process of migrating all of their customers to
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Salesforce Events for 2020

February 18, 2020 /
Since 1998, Salesforce has not only created a world-class CRM, but they’ve built a huge community of salesforce professionals. These professionals range from developers of the platform, business analysts, technical
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Salesforce CPQ Enhances Precision in Closing Deals

January 8, 2020 /
Every organization with a sales team understands the need to close deals quickly and accurately. However, providing precise pricing often gets lost in complicated manual processes or cumbersome approvals. This
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