Transforming Your Salesforce CRM with Comprehensive Account Planning – Building an Account Plan In the area of customer relations, maintaining existing clients proves more cost-effective than winning new ones. Your existing client base serves as a crucial revenue source, ideally providing predictability and reliability in your book of business. Strategic account planning is pivotal in
Einstein Vision: Enhancing Document Personalization with AI Introduction to Einstein Vision Harness the power of artificial intelligence (AI) to personalize documents with Salesforce Einstein Vision. The latest updates allow you to extract structured data from custom forms and invoices using Einstein OCR (beta), revolutionizing how you handle and process documents. Extract Data from Custom Forms
Elevating Salesforce Integration with Webhooks: A Security-Focused Guide In the current digitally interconnected landscape, efficient business operations demand seamless communication between systems. While custom integrations excel in outbound communications from Salesforce to distributed applications, the need arises for systems to send data back into Salesforce in real-time. Enter webhooks, a solution to this challenge. Understanding
The Salesforce Platform, formerly known as Force.com, serves as the foundational framework that spans the Sales and Service Clouds, offering robust capabilities for tailoring standard Salesforce products. Within this platform, you have the flexibility to construct custom data tables using custom objects, initiate automation through Flow, and design personalized user interfaces utilizing the Lightning App
The landscape of Salesforce has undergone significant growth beyond its humble CRM origins, yet assumptions about the data within Salesforce orgs often remain unchanged. This is crazy when you think about the original Customer Relationship Management system and how many apps it had to connect to in order to actually manage your customer relationships. Protecting your
Salesforce CPQ, now known as Revenue Cloud, became part of Salesforce through the acquisition of Steelbrick in 2015. CPQ, which stands for “Configure, Price, Quote,” goes beyond the basic functionality of Opportunities Products & Quotes. It empowers customers to sell intricate combinations of Salesforce products. Salesforce CPQ and billing bring many front office and back
