Can we add a chatter free user as the account or Opportunity owner?
Requirement Sometimes we have several Chatter Free User Licences are available and we think to use for a placeholder or …
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Supercharge Customer Experience with the Power of Zendesk To Salesforce Integration
INTRODUCTION Salesforce CRM is a leading customer relationship management platform trusted by businesses worldwide. With its comprehensive suite of features and cloud-based infrastructure, Salesforce CRM empowers organizations to effectively manage customer interactions, drive sales, and deliver exceptional customer experiences. Zendesk support is a well-known ticketing system specifically designed for tracking, prioritizing, and solving customer support…
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Transforming Event Networking: From Business Cards to Salesforce Leads in Seconds
The Pain Point — Manual Entry of Visiting Cards Why Events Create a Lead Management Nightmare In today’s fast-paced business world, connections are everything. Our client regularly participates in industry events, conferences, and networking meetups — meeting hundreds of prospects in a matter of days. Naturally, they collect just as many business cards. But here’s…
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How We Solved Real Estate CRM Pains: A Seamless Migration from Podio to Salesforce
📍 Client Overview Our client is a rapidly growing US based real estate investment company specializing in lead generation, property acquisitions, and dispositions. They have thousands of Agents and Brokers, Realtors in their CRM – Their teams manage complex workflows involving agents, buyers, and sellers across multiple locations. They have following processes in built in…
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CTI Five9 and Salesforce Integration Guide
Five9 is cloud contact center software for inbound, outbound, blended, or multi-channel operations. This solution includes management capabilities such as campaign management, quality monitoring, real-time and historical reporting, and call recording. Combine the power of Five9 seamlessly within the Salesforce Omni-Channel widget to empower your contact center with real-time intelligence and automation. Enable agents with Einstein…
How to choose best CRM for your business
Understand your need first If you’re looking for dedicated customer relationship management (CRM) support Marketing Operation, Sales Operation, Service and …
bypass Multi factor authentication for Salesforce User login
Requirement Bypassing Multi-Factor Authentication (MFA) for Salesforce user login is not a recommended or standard practice because it compromises the …
Knowledge Template in Salesforce Lightning Knowledge
Salesforce Lightning Knowledge provides a robust framework for creating and managing a knowledge base that supports your customer service and …
Integrate React App in Salesforce: A Comprehensive Guide
Introduction Salesforce is a robust CRM platform, and integrating it with a modern front-end framework like React can enhance user …