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 …
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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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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…
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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 display up to 12 key fields at the top of record pages, enhancing user experience by providing quick access to essential information. Unlike the traditional Highlights Panel, this feature offers dynamic visibility rules, enabling fields…
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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 the Lead/Contact-us requests. WP form is good but not very friendly in syncing with CRM which is running in Salesforce. We tried several options below that may give you idea if you are trying the…
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.
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 …
Customized Lead Import Tool for Sales Reps in Salesforce
How quickly you import Leads into Salesforce Org? It’s most crucial part to generate the Leads or buy the Leads …
External image not displaying in Salesforce
Description If an external image is not displaying in a Salesforce or Community (Experience Cloud), this is likely due to …