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Salesforce Security and Privacy

Salesforce Security and Privacy

Tailor Salesforce security and privacy add-on solutions to fit your specific company needs, covering essential aspects such as monitoring and masking sensitive data, implementing backups to prevent accidental or malicious data loss, and ensuring compliance with evolving privacy, encryption, and data residency regulations. Maintaining data privacy and compliance is made easier with user-friendly tools that

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Salesforce Google Drive Integration

Google Drive Integration with Salesforce

Maximize your company’s investment in both Salesforce and Google Drive by bringing your users’ collaborative documents directly to your Salesforce records!  Google Drive integration with Salesforce is simple. As Salesforce analyzes data and generates reports, this integration proves beneficial with real-time updates, business process optimization, multi-level data security, increased storage, and reduced cost. The Salesforce

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Salesforce Genie

Genie Salesforce

Salesforce Genie is a real-time platform that synthesizes customer data, enabling organizations to meet their customer requirements and expectations as and when they change. What is the difference between Salesforce Genie and CDP? Data activation protocols are followed by the Salesforce Customer Data Platform. This helps in order to segment the audience and activate the

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In App Guidance Salesforce

What is Salesforce In-App Guidance? Salesforce In-App Guidance is a pre-built tool empowering Salesforce Admins and power users with Managed Prompts and View All Profiles permissions to create customized training for user enablement or onboarding. These custom prompts are displayed on Salesforce Lightning pages, enhancing the user experience. How much does Salesforce In-App Guidance cost?

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Google Forms to Salesforce

Google Forms to Salesforce

Can I integrate Google Forms with Salesforce? Yes. Google Forms to Salesforce. To connect Google Forms to Salesforce, follow these steps: Note: The exact steps for Google Forms integration may vary depending on your business requirements and Salesforce/Google editions. This insight aims to simplify the process of integrating your Google Forms account with Salesforce for

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Salesforce Nonprofit

Salesforce Nonprofit History

In the beginning, there was CRM software; CRM stands for customer relationship management. Sure, that sounds for-profit, but when you stop to think about it, you realize that the technology can help you track your stakeholder relationships too. CRM technology helps teams at any organization collaborate, gather insights, track important metrics, and communicate internally and externally.

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connect Salesforce to external APIs

Bulk API Salesforce

Bulk API 2.0 provides a simple interface to load large amounts of data into your Salesforce org and to perform bulk queries on your org data. The Bulk API is one of several APIs that Salesforce provides out-of-the-box. It’s a programmatic, REST-based API solution that allows you to work with large data sets in Salesforce.

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Sending Emails Through Salesforce

Marketing Cloud Email Sends and Reports

How do I dispatch Marketing Cloud email sends and reports from Sales or Service Clouds? Once Marketing Cloud Connect is configured, utilize the Marketing Cloud tab to send Marketing Cl;oud emails to campaigns and reports. For Campaigns, Contacts, or Leads, utilize the “Send Marketing Cloud Email” option after integrating the custom Visualforce page into the

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Salesforce Genie Announced

Salesforce Genie Announced

Salesforce Genie announced this year is an innovative data platform recently unveiled at Dreamforce 2022, heralding the world’s first real-time CRM. Genie is the driving force behind Salesforce’s entire Customer 360 platform, delivering hyper-scale, real-time data capabilities. With Genie, any business can harness the power of data to create magical customer experiences, offering seamless, personalized

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Salesforce Data Cloud

What Does Salesforce Data Cloud Do?

Salesforce Data Cloud, formerly known as Salesforce CDP, has rapidly become Salesforce’s fastest-growing, organically-developed product. To understand the vision for Data Cloud, it’s essential to understand the foundational capabilities of CDPs. Salesforce CDP, now part of Data Cloud, has been delivering the following: Customer Disparate Data Consider the typical customer, leaving a robust data trail

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MuleSoft Direct for Industry Cloud

Announcing MuleSoft Direct for Salesforce Industry Clouds

MuleSoft provides the easy-to-use tools you need to automate your way to higher productivity and lower costs.  Announcing MuleSoft Direct for Salesforce Industry Clouds! Salesforce and MuleSoft have introduced a groundbreaking connectivity solution, MuleSoft Direct for Industry Clouds, designed to expedite project delivery and foster innovation within specific industries. This solution empowers both business and

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Salesforce Marketing Cloud Social Studio

Marketing Cloud Social Studio Retirement Announced

Social Studio to Sundown. Marketing Cloud Social Studio Retirement announced. Salesforce is retiring the following Marketing Cloud Social Studio subscriptions (“Marketing Cloud Social Studio Products”) on November 18, 2024. Marketing Cloud Social Studio Products Social Studio (Listen & Engage) – Agency Social Studio (Publish, Listen & Engage) – Pro Social Studio (Listen & Engage) –

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Turn on the Slack Slash Command

Turn on the Slack Slash Command

Introducing the Power of Slash Commands in Slack With the simple use of a slash and a command, you can seamlessly access data from connected apps without ever leaving Slack. The Service Cloud for Slack app streamlines workflows for service teams, enabling them to create new Salesforce records directly from Slack. This reduces the need

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