Salesforce Winter ’25 Release – Top Features
Dynamic Highlights Panel – Winter 25 release – The Dynamic Highlights Panel, introduced in Salesforce’s Winter ’25 release, allows administrators to ...
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…
Skip Tracing in Real Estate: Why It Matters & The Best APIs to Connect with Salesforce
🏡 Skip Tracing in Real Estate What is Skip Tracing? Skip tracing is the process of finding people—often property owners, tenants, or leads—whose contact details are missing, outdated, or difficult to track down. In the real estate world, it’s a game-changer for agents and investors who want to uncover off-market opportunities, connect with absentee landlords,…
Top Five Free Salesforce AppExchange Apps Every Org Must Have
Introduction Salesforce AppExchange is home to thousands of apps designed to extend the power of your CRM. With so many options, choosing the right ones can be overwhelming. To save you time, we’ve curated five must-have Salesforce AppExchange apps that drive productivity, data insights, and user adoption. 1. Smart Lists AppExchange Link 🔗 Key Features…
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…
A Comprehensive Guide to Integrating WordPress with Salesforce: Best Practices and Methods
Requirement One of the our customer has their website built in WordPress and they are using WP form to capture ...
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 ...
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 ...