The Campaign object is used to store information about campaigns that are run by an organization. In a campaign, we need to connect leads to their respective contacts. So in order to store data about which leads and contacts are included in a campaign, we use the Campaign Member object. Campaign Member is a standard… Continue reading Campaign Member
Category: Salesforce
This article shows how to integrate Salesforce with Tableau (Business Intelligence tool) to set up the data source. In order to get the insights of the stored data on Salesforce Cloud, we can connect it with any Business Intelligence tool to create informative and interactive charts and graphs, and dashboards to provide a comprehensive view… Continue reading Learn How To Integrate Tableau With Salesforce
What is CPQ and why should I be using it? CPQ stands for Configure, Price and Quote. CPQ is an extension of your CRM and it allows you to create structured and scalable sales processes. CPQ ensures that sales reps sell the right product combinations, and it also controls discounting and automates approvals. Implementing CPQ… Continue reading Salesforce CPQ and Billing
The Salesforce Platform currently has three automation tools: Workflow Rules, Process Builder, and Flow. In order to streamline its automation tools, Salesforce will be phasing out Workflow Rules and Process Builder in the near future. While your current Workflow Rules and Process Builders will continue to run, Salesforce will be stopping active development on Process… Continue reading Go with the Flow: Salesforce Is Retiring Workflow Rules and Process Builder
Salesforce is widely recognized as one of the best Customer Relationship Management (CRM) platforms. It is a cloud-based software that enables companies to seamlessly connect with their customers. Salesforce provides several offerings that are developed with the objective of managing all the different aspects of any business. Some of the most commonly used Salesforce products… Continue reading Seamlessly Transitioning to Salesforce
Customer satisfaction is the primary objective for any business. Every business organization not only wants to maximize profit but also excel in delivering customer-satisfactory service. Salesforce CRM is the perfect choice to take customer satisfaction to a new level and build long-term relationships. Salesforce can be leveraged to collect and organize actionable customer data and… Continue reading Elevate Your Productivity With Salesforce
