What’s Quick Action? In Salesforce, a Quick Action is a powerful feature that allows users to perform specific tasks or update records directly from a record’s detail page, a list view, or a related list. Quick Actions enable users to streamline their workflows and perform common actions without navigating to a separate page. What can […]
In today’s business landscape, companies utilize a multitude of applications for various functions such as Sales, HR, Finance, Operations, and Service to improve operational efficiency. While these applications address specific business challenges, the lack of communication between them creates a siloed architecture, resulting in fragmented customer information. Salesforce plays a pivotal role in resolving this […]
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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Businesses feel the need to set up Salesforce Data Migration in the following situations: Replacing old and outdated CRM with Salesforce.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 […]
Einstein Bots is now available in 180 countries on the world’s largest messaging app, WhatsApp. Einstein Bots Salesforce can interface with WhatsApp to deliver messages to your customers, just like they do with SMS. Bots can also use automation to bring complex cases directly to agents, all on WhatsApp. The native nature brings tons of benefits: […]
PAIN POINTS Whenever a new Account is created in Salesforce, Billing team has to create a new customer manually in Stripe. Whenever billing detail is changed at stripe, manually the details are transferred to Salesforce in custom fields of Account. A lot of manual work and scheduled data correction SOLUTION As mentioned in logical diagram, […]
