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Data and cleansing salesforce

Overwhelming Amounts of Data and the Opportunity For Cleaning Salesforce

Business leaders face an ongoing challenge in dealing with overwhelming volumes of data, which is expected to increase by an average of 22% over the next year, according to over two-thirds of analytics and IT leaders. The growth spans various sources, including third-party data and device data. Managing the increasing and diverse data sources necessitates

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Salesforce

Salesforce Developer and DevOps Acronyms

Here is a helpful glossary of Salesforce developer terms you will often here in relation to Salesforce Development. Acronym Meaning Defintion ALM Application Lifestyle Management “How changes and enhancements are rolled out to Salesforce instances. Having a solid ALM process ensures the org continues to work properly and delivers the most value to end-users. Within

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Salesforce Integration

Salesforce Integrations Explained

Introducing Salesforce Integration – Fundamental Concepts Before diving deep into more the complex aspects, let’s explore the basics of Salesforce Integrations, encompassing three key areas: integration types, integration capabilities, and integration patterns. When we talk about integration, it means to create a connection between a specific Salesforce instance and another database, third party product, or

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Salesforce and Calendly

Calendly and Salesforce Integration

The Salesforce integration helps you close deals faster than the competition by scheduling high-value leads on the spot. Calendly Routing works with your marketing forms and Salesforce records to qualify, route, and schedule meetings. Integration with Calendly provides extra power to your CRM. Salesforce and Calendly can be integrated using Zapier, Boomi, or other integration

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Salesforce Campaigns

Cool Things About Salesforce Campaigns

Salesforce Campaigns are pivotal Salesforce components for marketers, serving as a central repository for campaign recipients, engagement metrics, budget allocations, and ROI assessments. While initially appearing straightforward, diving deeper reveals their intricate integration within your Salesforce environment. Cool Things About Salesforce Campaigns you didn’t know you didn’t know. Cool Things About Salesforce Campaigns Harnessing the

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Formstack Salesforce integration

Formstack Salesforce Integration

Formstack stands out as the preferred online forms provider for Salesforce users seeking efficient data collection and management. Trusted by over 25,000 customers nationwide, Formstack helps streamline data collection, automate workflows, and save valuable time. Formstack Salesforce integration brings the power of Formstack to your Salesforce org. Incorporate automation for data collection, document generation, and

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Salesforce Lightning

Salesforce Lightning Apps and The Utility Bar

Ever considered having a static section in Salesforce for essential items like training links, flows, external links, visualforce pages, phone dialer, and more? Look no further – enter the Salesforce Lightning ‘Utility Bar.’ This insight provides a quick introduction to the utility bar, detailing how to set up and make the most of this handy

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Salesforce Datorama analytics builder

Datorama Salesforce

What is Datorama Salesforce? Datorama is a channel and partner agnostic platform that can help marketing organizations in 6 specific ways: Build a single source of all data, at enterprise scale — augmented with Data Lake and CDP. What is the purpose of Datorama Salesforce? Datorama takes all your raw marketing data and connects and

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salesforce queues for case management

Creating Salesforce Queues for Effective Case Management

Enhancing Support Management through Case Queues: A Practical Example Salesforce Queues for Case Management put the cases in front of the proper teams in multiple Salesforce industry solutions. Scenario: Sunshine Electronics, a leading electronics retailer, is committed to refining its customer support procedures by effectively handling incoming cases and inquiries. The company aims to ensure

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Sending Emails Through Salesforce

What is CCPA?

The California Consumer Privacy Act of 2018 (CCPA) gives consumers more control over the personal information that businesses collect about them and the CCPA regulations provide guidance on how to implement the law. This landmark law secures new privacy rights for California consumers, including: In November of 2020, California voters approved Proposition 24, the CPRA,

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Salesforce Quip Sales Cloud Service Cloud

Quip, Sales Cloud, and Service Cloud

Quip Sales Cloud Service Cloud Quip, the document collaboration platform under Salesforce ownership, has recently announced a deeper integration into the core Sales Cloud and Service Cloud products of Salesforce. Quip helps sales teams accelerate business in real-time. Reimuip’s mobile-first content collaboration platform and word processing programs let’s you create, edit, discuss, and organize your

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lightning

Salesforce Lightning Page Layouts

What do Salesforce Lightning page layouts entail? As previously discussed, Salesforce page layouts play a crucial role in determining the fields visible to users on a record. They enable the addition of fields, sections, links, custom buttons, and various other features. Record types provide the flexibility to offer diverse business processes, picklist values, and page

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Asana Salesforce Integration

Can Asana and Salesforce integrate? Is the Asana Salesforce integration difficult to implement? This integration is available to Asana Enterprise or higher customers who also have a Salesforce Enterprise, or Unlimited account. It’s optimized for Salesforce Lightning but also compatible with Salesforce Classic. Here’s how to set up the integration: Visit Asana for Salesforce in

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