Salesforce Connect is a comprehensive integration tool, offering users access to external data through the utilization of external objects and three distinct adapters: cross-org, OData, and Apex custom adapter. This tool ensures seamless data integration across system boundaries, allowing users to view, search, and modify data stored outside the Salesforce org. For instance, if data
Apple’s Privacy Changes: A Call for Email Marketing Innovation As Apple’s new privacy features roll out, email marketers face a pivotal moment. Here’s how to adapt and innovate in response. The announcement of Apple’s new privacy features earlier this summer sent shockwaves through the email marketing community. These changes, set to debut in the upcoming
In December 2020, Salesforce made its largest acquisition to date by purchasing Slack for $27.7 billion. Slack is a business messaging app that facilitates direct communication among colleagues and enables collaboration through dedicated channels designed for specific purposes, such as project management or regional office discussions. Salesforce acquired Slack with the aim of transforming business
A sales pipeline is as an organized and visual method for tracking potential buyers as they progress through different stages of the purchasing process and buyer’s journey. Typically depicted as a horizontal bar or funnel, it delineates the various stages of a company’s sales process. With Salesforce Sales Cloud, you gain access to comprehensive pipeline
Salesforce asset states period is back to back. An asset state period (assetstateperiod) represents a time span when an asset has the same quantity, amount, and monthly recurring revenue (MRR). An asset has as many asset state periods as there are changes to it (asset actions) during its lifecycle. The dashboard and related pages show
What are the basics of Salesforce? What do users need to know? Salesforce is a cloud-based Customer Relationship Management (CRM) software for managing customer relationships and integration with other systems. This SaaS tool helps to create custom solutions for marketing, sales, services and ecommerce as per business requirements. Salesforce, Inc. is a famous American cloud-based
A DMP uses first-, second-, and third-party data, stored temporarily, creating an audience profile. Data is obtained from various online and offline sources, and mobile sources. A CRM system is typically managed by a sales team, with limited data integration. Is CRM a DMP? While a DMP uses anonymous, third-party data, a CRM and a
Can Salesforce handle asset management? Absolutely. You can efficiently manage assets through both the Consumer Goods (desktop) and the Consumer Goods offline mobile app. Salesforce asset management features tools to manage all your assets in a single pane of glass. To guide you through the process, follow these steps: Create Asset Templates and Asset Types:
