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Salesforce Telephony Integration

Aircall and Salesforce Integration

Aircall offers inbound screen-pop and automation call logging.  Run outbound list dialer campaigns from any Salesforce list of records or reports. Aircall and Salesforce Integration. Use the Aircall Salesforce integration to place and receive phone calls directly in Sales Cloud or Service Cloud. With the Aircall Salesforce integration all calls are automatically logged directly into

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Salesforce Success Story

Case Study: Salesforce Innovation for Hospitality

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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Snowflake Database

Snowflake Database

What is Snowflake Database? Snowflake Database serves as the repository for an organization’s structured and semi-structured data sets, facilitating processing and analysis. It offers automated management of various aspects of data storage, including organization, structure, metadata, file size, compression, and statistics. Snowflake: The Global Data Cloud Platform Snowflake stands as a unified global platform powering

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Salesforce and Wrike

Salesforce and Wrike

Can Salesforce and Wrike Integrate? Is this a project management solution? Absolutely! Wrike offers a seamless integration that empowers you to efficiently manage tasks related to closing deals and streamline internal processes such as requesting work from other teams and tracking work progress. Why Integrate CRM with project management tool Wrike? Integrating Wrike with your

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Salesforce Flow

Salesforce Flow

Flow serves as a comprehensive platform designed for the creation and management of automated processes and workflows throughout the entire Salesforce ecosystem.  Users harness the capabilities of SFDC Flow to construct personalized processes triggered by various events, including new record creation, task completion, or specific field updates. This flexibility empowers organizations to streamline and automate

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Salesforce developer

Salesforce Developers

Salesforce serves over 150,000 customers across diverse industries, providing a Customer Relationship Management (CRM) platform and Salesforce Customer 360 that are instrumental in ensuring efficient business operations globally. Developers leveraging Salesforce technologies play a crucial role in solving intricate problems for customers, employing both code and Salesforce’s no-code tools. This context refers to all developers

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Salesforce Service Cloud

Salesforce Service Cloud Explained

Service Cloud, developed by Salesforce, functions as a powerful customer relationship management (CRM) tool explicitly tailored to bolster a business’s customer service operations. This platform streamlines communication between customers and companies, utilizing channels such as email support, live chat, and phone interactions to aid customer agents in promptly identifying and resolving customer issues. Service Cloud,

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Salesforce Managed Services

Automation Tools in Salesforce

What are the types of automation in Salesforce? What are the Automation Tools in Salesforce? The automation capabilities offered by Salesforce are based on two main categories: process automation (workflows) and data operations (data loading and cleansing). There are four main automation tools that Salesforce offers, each tailored to a specific purpose. What is an

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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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Batch Job Behavior

Batch Job Behavior

By automating specific actions  that you’d normally have to manually initiate, batch jobs make processing large amount of data less tedious and time consuming. If you’ve ever noticed data from batch jobs processes ‘out of order,’ we’ll go over why that’s the case.  Inconsistent Batch Job Behavior Resolution Inconsistent behavior of batches is because batch Apex

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Salesforce Page Design

Compact Page Layouts in Salesforce

Compact page layouts in Salesforce serve to showcase the essential fields of a record when minimal details are required. They dictate which fields appear in the highlights panel at the top of a record. A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the

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connect Salesforce to external APIs

API Salesforce

What is an API in Salesforce? An API is an Application Programming Interface offered by Salesforce, a leading cloud-based CRM platform. The API allows developers to integrate Salesforce functionality into other applications and business systems, enabling streamlined workflows, automated processes, and greater productivity. In essence, the API is a messenger that pulls information from one

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Salesforce Data Cloud

Data Cloud from Salesforce

What is the data cloud in Salesforce? A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Salesforce Data Cloud, formerly known as Customer Data Platform (or CDP). Empower teams to engage customers, at every touchpoint, with relevant insights and contextual data in the flow of work. What is

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Salesforce and Healthcare

Healthcare Technology Solutions

Healthcare institutions have the golden opportunity to enhance the technology systems implemented over the past few pandemic years, particularly in the realm of virtual rounding—where clinicians utilize collaboration technologies to interact with patients remotely. This approach gained significant traction during the pandemic and is now poised for further growth and refinement. Healthcare Technology Solutions. Healthcare

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