Salesforce Optimization Archives - Page 5 of 6 - gettectonic.com
Salesforce Service Cloud Voice

Salesforce Service Cloud Voice Explained

At times, communication is more convenient over the phone. Your customers know that.  And they expect you to know it too.  Salesforce Service Cloud Voice enables agents to handle calls, address customer concerns, and make outbound calls directly from the Service Console. This feature allows companies to efficiently manage customer phone interactions within the Salesforce

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Lightning App Builder

Lightning App Builder

What is a lightning app builder? Lightning App Builder is new software that allows you to build a website in minutes. With LAB, you can design your website with minimal technical knowledge or coding. What are the key benefits of lightning apps? In Lightning Experience, Lightning apps give your users access to sets of objects,

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Salesforce Standard Objects

Salesforce Standard Objects

Standard objects in Salesforce are crafted to support various business functions, including marketing, sales, services, and support. They play a pivotal role in managing workflows and efficiently handling comprehensive data. The following are examples of Salesforce standard objects: Account, Campaign. Contact, and Opportunity. Definition of Standard Objects: Salesforce Standard Objects Identifying and Searching for Standard

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Salesforce AppExchange

Implementing Tools From AppExchange Salesforce

How to install Salesforce AppExchange tools.  Salesforce AppExchange tools are great applications to extend your Salesforce instance. The AppExchange is full of solutions that allow you to easily add extended capabilities to your Salesforce org. Note that you’ll need the permission “Download AppExchange Packages” to do this.  Many organizations will have their Salesforce Administrator or

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Summary Formulas and Row Level Formulas

Summary Formulas and Row Level Formulas

Salesforce report formulas serve various purposes, from grouping records to performing calculations and comparing data. In the Salesforce Report Builder, you’ll encounter two distinct types of formulas: Summary Formulas and Row-Level Formulas. Although they may sound similar, they serve different functions. Summary Formulas operate across multiple records, displaying their results at the bottom of a

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Salesforce Dialer

Lightning Dialer Salesforce

What is Lightning Dialer Salesforce? Lightning Dialer Salesforce offers an outbound calling product with the option to add inbound calling functionality. You can pay for just the total number of minutes your entire org uses (in blocks of 1,000 minutes).  Salesforce recommends first choosing the right Sales Dialer edition for your business needs. Is Salesforce

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Salesforce Objects

Lookup Relationship in Salesforce

What is Lookup relationship in Salesforce? Salesforce’s lookup relationships is a significant capability that allows users to connect two objects and establish a parent-child relationship between them. To effectively manage records, this feature is essential for organizing your data. What are the different types of lookup relationships in Salesforce? A Lookup relationship is a type

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Salesforce formula fields

Formula Fields in Salesforce

Formula Fields are an out-of-the-box Salesforce feature that enables you to manipulate (get more out of) your existing Salesforce data. Since most of us are familiar with Excel, these fields actually allow us to create simple and complex formulas based on data from a record and from its related records. Your custom formula fields require

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Salesforce

Fully Leveraging Salesforce

Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals believe their organization is fully leveraging their CRM system. Sounds pretty good, right?  Despite the prevalent automation and intelligence features within modern CRM systems, sales representatives still invest over 70% of their time in manual

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