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Best Practices of Data Migration to Salesforce

Introduction Businesses feel the need to set up Salesforce Data Migration in the following situations: Replacing old and outdated CRM with Salesforce. Moving from different systems for different to a single unified CRM like Salesforce. Requirement to include advanced features and specifications. Demand to use the auxiliary application, database, or storage system along with the […]

Top 4 Ways to Boost Productivity in Salesforce Service Cloud

1. Enable Case Deflection via Self Service Portal | Email2Case Channel » Drop in the number of Cases, decreases the support cost significantly. » In web2case, use standard deflection component: https://help.salesforce.com/s/articleView?id=sf.rss_case_deflection.htm&type=5 » Use auto-response rule to resolve frequently asked questions by embedding the solution/knowledge link in emails. » Use auto-response rule to resolve frequently asked […]

Effective Zendesk to Salesforce Migration

Introduction Salesforce Salesforce is a versatile CRM platform that offers a wide range of features, customization options, and integration capabilities to help businesses manage customer relationships effectively. Salesforce migrations are critical when organizations need to move data and configurations between instances, and they require careful planning and execution to ensure a smooth transition. One of […]