Using Screen Flow as a List View Button for Bulk Editing in Salesforce
Introduction In this comprehensive guide, we will delve into the intricacies of leveraging a Screen Flow as a List View ...
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…
How to Securely Display an Executive Dashboard on Signage at Corporate Headquarters
🚀 The Business Challenge Recently, a client approached us with an interesting challenge. They wanted to display a Salesforce dashboard on a remote signage screen at their San Francisco office — but without: Sharing internal user credentials Exposing unnecessary tabs or navigation Compromising security Allowing broader org access ✅ Security Constraints and Limitations At first…
Salesforce CTI Tools for Real Estate: Cost & Feature Comparison
Why Real Estate Companies Need CTI in Salesforce Real estate companies using Salesforce CRM rely heavily on outbound and inbound calls to verify property ownership, confirm listings, and follow up with sellers and buyers In this article, we compare the most commonly used Salesforce CTI tools for real estate companies based on cost, features, productivity,…
Case Study: Reinventing Donation Processing with WordPress, Stripe & Salesforce
Background A well-established non-profit organization in UK relied on its WordPress website to drive community donations. While the organization had a loyal donor base, their previous automation setup created bottlenecks, inconsistencies, and unnecessary operational costs. So, this case study highlight how we achieved WordPress and Stripe Integration with Salesforce. The Challenge The customer’s WordPress donation…
HubSpot vs Salesforce: Choosing the Right CRM for Your Business Size
Introduction Choosing the right Customer Relationship Management (CRM) system is a critical decision for organizations of all sizes. CRMs are ...
Enhancing Report Accessibility with URL Parameters in Lightning Experience
Introduction: Salesforce Lightning Experience offers a convenient feature that allows users to customize report views by adding filter value parameters ...
Ticket Sync Package: Key to Salesforce and Zendesk Integration
Introduction The integration between Zendesk and Salesforce not only smooths customer support operations but also enhances sales processes. This synchronization ...
Maximizing Organizational Efficiency with CRM Applications
Maximizing Organizational Efficiency with CRM Applications In today’s dynamic business environment, technology stands as the cornerstone of success, enabling companies ...