Salesforce Sales Cloud Archives - Page 8 of 12 - gettectonic.com
Salesforce Sales Cloud

Planning for Einstein Sales Cloud

Salesforce Sales Cloud is a powerful catalyst for your organization’s business expansion, representing a significant investment in the growth of your enterprise. By incorporating Sales Cloud Einstein with your Sales Cloud instance, along with your sales and marketing teams, can operate at an enhanced level of efficiency. The key to success lies in meticulous planning

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Sales Pipeline

Sales Pipeline

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

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Marketing Cloud for Nonprofits

Marketing Cloud for Nonprofits

Introducing Marketing Cloud for Nonprofits: A Comprehensive Overview A brand-new edition of Salesforce Marketing Cloud tailored specifically for nonprofit organizations has arrived – Marketing Cloud for Nonprofits. This specialized edition comes with discounted licensing and includes pre-defined email templates and journeys crafted for nonprofit use cases, with more exciting features planned for future releases. So,

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Salesforce

Approval Process Salesforce

Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record.  An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process.

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Salesforce Sales Cloud

Salesforce Sales Cloud for Sales Teams

Why sales teams need Salesforce Sales Cloud Sales Cloud delivers tools and technologies to aid sales teams so that they can complete their work more efficiently and effectively. These productivity-boosting features are based on core lead and opportunity management, and far beyond.  Sales Cloud helps salespeople automate, manage, and monitor sales processes for optimal efficiency.

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Tectonic Salesforce Services

Merging Duplicate Sales Cloud Leads in Lightning Experience

Considerations when merging duplicate leads in Sales Cloud: Campaigns When merging duplicate leads in Sales Cloud associated with different campaigns, Salesforce preserves the campaign Member Status Updated date for each campaign to which the merged lead belongs. Related Items, Chatter Feeds, and Attachments In the case of merging duplicate Sales Cloud, leads, records linked to

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Salesforce Sales Cloud

Salesforce Sales Cloud Process Flow

Salesforce Sales Cloud, a fully adaptable CRM solution, consolidates customer information into an integrated platform that encompasses marketing, lead generation, sales, customer service, and business analytics. Salesforce Sales Cloud Process Flow saves time. Additionally, it offers access to a myriad of applications through the AppExchange. Here’s a guide on how to set up a Salesforce

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