Does Conga Integrate with Salesforce? Yes, Conga Collaborate seamlessly integrates with Salesforce, enabling users to generate documents from data-driven templates. This integration reduces document creation time, minimizes user errors, and ensures content consistency. How Does Conga Composer Work in Salesforce? Conga Composer simplifies document generation in SFDC by providing easy access to available data. Fields
Need a quick refresher on the difference between an action plan template and Salesforce action plans in Salesforce? Here you go. Like Related Posts Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Alphabet Soup of Cloud Terminology As with
Let Salesforce’s artificial intelligence help you and your team focus on the right opportunities so you can close more deals with Einstein Opportunity Scoring. Each opportunity in Salesforce is given a score, from 1 to 99, which is available on opportunity records and list views. Sales reps use these opportunity scores to identify top opportunities.
Work.com was developed in response to the challenges posed by the Coronavirus Pandemic, offering support to companies and communities in safely resuming their operations. At its core, Work.com features a command center that empowers users to make informed, data-driven decisions regarding the safety of various activities, such as reopening offices. Seamless integration with Tableau allows
Due to extensive customer feedback in the early part of last year, we Salesforce reintroduced their Salesforce Data Recovery Service. During that time, we learned that many of you depended on this functionality for your backup and restore strategy, as there were no other Salesforce native capabilities available.
What is the Salesforce Chatter app? The Salesforce Chatter app is a real-time social collaboration application within the Salesforce platform. It facilitates seamless communication among employees, by allowing them to converse, share information, and collaborate effectively. Chatter serves as a secure workspace where users can establish networks, share files, and provide status updates. Is Salesforce
What is data loader in Salesforce? A Salesforce data loader is a client application used to insert, update, delete, and export large amounts of data to, within, and from Salesforce. The application can also move customer data from one system to another, upload new data in bulk, and export records to backup or move it
Analytics Builder → Datorama Reports for Marketing Cloud: Introduced in the January 2021 Marketing Cloud release, Datorama reports replace the Discover Reporting Tool. These reports, available as an app in Marketing Cloud with a Datorama account created in the background, offer pre-built dashboards, making campaign and journey reporting more straightforward. Datorama Reports for Marketing Cloud
What is a duplicate checker in Salesforce? Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found. Some tools for checking and catching duplicate Salesforce records include: Duplicate Check is
Introducing Einstein Automate, a comprehensive workflow automation solution by Salesforce, empowering individuals and businesses to boost productivity. With AI-infused bots, flows, and components, the new Flow Orchestrator transforms intricate processes into dynamic, industry-relevant experiences. Moreover, the new MuleSoft Composer for Salesforce enables every member of an organization to seamlessly integrate data from multiple systems into
