The features of Salesforce: Mass Quick Actions on Related Lists
Introduction Managing Contacts is an application feature that reduces multiple contacts with the same individual and is highly favored in ...
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…
Transform Ideas into Success with Salesforce AppExchange & Consulting
The root of the matter is that in contemporary conditions in the social environment, the adaptability and innovative activity become ...
Salesforce Update: More Custom Objects for Greater Customization
Recently, Salesforce has released a feature called an extend limit that enables a user to add more custom objects to ...
2024 Salesforce Opportunity Stages Guide: Maximize Sales
It is therefore imperative to gain a grasp of the various Salesforce Opportunity stages in the course of selling through ...
SAP & Salesforce Integration: Improve Data Quality & Revenue
Your company’s operations can be completely transformed by integrating SAP with Salesforce. The benefits include improved data quality, better productivity, ...