Organize the records in Salesforce by using Personal Labels
Introduction Salesforce has introduced “Personal Labels” feature in Summer’24. Your users can create their own personal labels and tag records …
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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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Optimize Salesforce Costs by Using Partner Community Licenses
Goal Salesforce is a powerful and most used CRM platform, but licensing costs can quickly add up, especially when multiple users need access to different parts of the system. One strategy to optimize costs is by transitioning certain users to Partner Community licenses. This blog explores the benefits, considerations, and best practices of using Partner…
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Auto-Response Rules VS Workflow Email Alerts in Salesforce Service Cloud
deciding between Case Auto-Response Rules and Custom Email Alerts for customer support case acknowledgment emails, both approaches have their strengths. The choice depends on your specific requirements and flexibility needs.
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FINMO to Salesforce Migration: Key Steps and Tips
About Systems Finmo Finmo is a digital platform that helps mortgage brokers manage and simplify the loan application process. This cloud-based platform offers a centralized hub for managing money movement, cash management, FX management, integration, and compliance. Salesforce Salesforce.com is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics and AI.…
How can Partner User access all Tasks in Partner Community in Salesforce
REQUIREMENT To set up a Partner Community where multiple users from the same account can view each other’s Tasks, we …
Managing Salesforce Email QuickAction on Case Feed with Apex
How to Manage Salesforce Email QuickAction on Case Feed Using Apex: A Step-by-Step Guide
Service Cloud User License Features in Salesforce
Description The Service Cloud User license in Salesforce provides additional functionality beyond the basic Case Management capabilities available with a …
Pending Approval Reminder Notification in Salesforce
Pending Approval Reminder Notification in Salesforce