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Salesforce Meets SMS: An Overview of the Top 5 Text Messaging Solutions
In today's digital age, businesses need to employ every tool at their disposal to connect with customers effectively. One of these is the combination of Salesforce, a leading customer relationship management (CRM) platform, with SMS [...]
5 Essential Apps to Enhance Data Quality in Salesforce
Data quality is paramount for businesses that rely on Salesforce for managing their customer relationships and other mission-critical functions. A clean, accurate, and updated Salesforce instance ensures better decision-making, more effective marketing strategies, and enhanced [...]
Top 10 Useful Visual Studio Code Extensions for Salesforce Professional
Salesforce is a fastest-growing Customer Relationship Management (CRM) platform globally renowned for its capabilities. When working with Salesforce, having the appropriate tools and extensions to facilitate efficient workflows and adeptly manage intricate projects becomes essential. [...]
Top 5 Apps to Safeguard Your Valuable Salesforce Data
As we move deeper into the digital age, data has emerged as one of any business's most valuable assets. Companies across the globe are leveraging data to drive innovation, inform strategy, and generate incredible value. [...]
The Top 5 Salesforce Project Management Apps for Increased Productivity
Project management is the process of planning, organizing, and managing resources to achieve a specific goal. It involves breaking down a project into smaller tasks, assigning those tasks to team members, and tracking progress to [...]
Navigating Document Creation in Salesforce: A Guide to Generating PDFs
A modern business environment thrives on efficient and flexible ways to store, present, and exchange data. One such versatile format is the Portable Document Format (PDF), which is ubiquitous in various industries for its convenience. [...]
Lightning Web Components from Admin Perspective
Lightning Web Components(LWC) is an exciting new technology launched in the Salesforce ecosystem not too long ago. Learning Lightning Web Components as a Salesforce admin has its own advantages. A few of them are: Have [...]
Connect Microsoft Azure SQL Server to CRM Analytics
CRM Analytics, aka Einstein analytics, is a very popular analytics tool. I have used many analytics tools, but when it comes to CRM Analytics has advantages over analytics tools as it is straightforward to use. [...]
A Quick Guide to Learn Tableau Basic Functions
Nowadays, almost every company uses at least one data analytics tool to analyze the data to better understand customer purchasing behavior, sentiments, etc. Such information is very crucial for business growth and planning. Tableau is [...]
How to Access & See Who Viewed My Opportunity
While working with business owners, I found that they want to learn more about how opportunities are moving towards closure and how other reps use the opportunity. Such information helps business leaders improve rep onboarding, [...]
Easiest Way to Add a Table in Lighting Email Templates
In my previous blog, we learned how to use Lightning email builder to create a lightning email template. We have also discovered the usage of merging fields from records, adding HTML (to design email), embedding [...]
Allow Users to Select Multiple Records from a Table in Screen Flow
In the last few years, I have seen Salesforce Flow's massive impact on digital transformation. Customers can now automate the business process using flow without writing code. At the same time, the flow comes with [...]
