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Blogs

Things You Should Update About Pardot to Optimize Business

On September 29, 2020, Posted by , In Marketing cloud,Salesforce

Pardot is the choice for Salesforce customers who are looking for a B2B Marketing Automation tool. Due to integration with Salesforce core objects, and its reasonable price point makes it accessible to many organizations, and is appealing to new users as an intuitive tool with a minimal learning curve. From…

How to Integrate Shopify and Salesforce

On September 17, 2020, Posted by , In Integration,Salesforce

Organizations need to take e-Commerce platforms to a new height. That’s why moving forward to integrate Shopify and Salesforce.With the help of Salesforce, dealing with unlimited data of e-Commerce became much easier than ever before. Admin will be able to synchronize Customers, Collections, Products, and orders into Salesforce CRM that…

Tips for Salesforce Einstein Bot Configuration !

On September 5, 2020, Posted by , In Einstein,Salesforce,Service cloud

Einstein Bots are part of Service Cloud. They are designed to augment your human call center agents. This enables customers to quickly and accurately interact with agents without waiting for a human agent to become available. Bots provide a chat-based interface to customers which means that they can send messages, ask…

Salesforce Single Sign On

On August 24, 2020, Posted by , In Salesforce

In today’s scenario, an organization has a different number of systems, applications  and resources that are to be accessed by every user. In order to access all resources, applications and services, users must have to login to the application with their username and password separately and If they have to…

Social Customer Service in Salesforce

On July 3, 2020, Posted by , In Service cloud

Now turn your social network posts into cases or leads with Salesforce Social Customer Service. Agents can reply to social network posts right from the Service Console and also higher authority of the organization can join the customer conversations that are happening with service agents from a single platform i.e…

Customization and Branding in Salesforce

On June 23, 2020, Posted by , In Community Cloud,Customization,Salesforce

Branding is a way to inspire the customer, concretize consumer satisfaction, and convey the message clearly. After Salesforce Winter’14 releases any organization that uses Salesforce, can customize the Salesforce login page. What are the Prerequisites? At least one Domain is enabled for your organization. To check this enter Domain Management…

Learn How to Integrate Salesforce and Outlook within Few Simple Steps

On June 19, 2020, Posted by , In Integration

A powerful tool for managing your sales pipeline and keeping track of customer interactions is Salesforce to Office 365 Integration. You can easily access your crucial information from anywhere using the Salesforce Outlook Sync feature. You’ll learn how to use the data in both applications and how to set up…

Build Your Team in Field Service Lightning

On June 15, 2020, Posted by , In Service cloud

Create a Service Territory Service forums help you organize your employees. They usually represent areas where your teams work, such as Los Angeles. They can also be functional areas, such as field sales and field service. So, for example, you can assign a Los Angeles home expert in the Los…

Field Service Lightning in Salesforce

On June 10, 2020, Posted by , In Service cloud

Ever try herding cats? It’s very similar to trying to run a mobile workforce without a field service management system. You’ll find field service management helpful in numerous industries, particularly those that employ mobile workers or contractors. That includes public utilities and transportation, vending machine services, telecommunications, waste management, financial…

Automate Case Management in Salesforce Service Cloud

On June 1, 2020, Posted by , In Service cloud

Suppose there are many cases to solve in an organisation, but priority in some cases are higher on another. Imagine clicking a couple of buttons to make sure the case management procedures just happen. Instead of hoping that someone can forward an important case to the right person (manager) by…