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Email Alerts are not being sent from Salesforce

Description This article outlines how to troubleshoot when some or all of your Users don’t receive emails sent from the Salesforce application. Users may report that Flow, workflow rules or approval processes emails are not being received from a sandbox or production. Debugging Steps If an email alert is not being sent in Salesforce, there […]

Most Common Salesforce Integration Challenges

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 […]

Professional or Enterprise – which Salesforce edition is right for my business?

INTRODUCTION Choosing the right Salesforce edition for your organization is of utmost importance because it can significantly influence your CRM capabilities. This comprehensive guide provides all the necessary information to assist you in making an informed decision. ABOUT BOTH EDITIONS Professional Edition The Professional Edition in Salesforce refers to one of the editions available for […]

Strategies to Safeguard Your Salesforce CRM and Digital Strategy

Selecting a CRM can be a transformative experience with far-reaching consequences, and this statement is not to be taken lightly. The extent to which a software aligns with your customer management approach, its capacity to scale and adapt to your customer service practices, ultimately determines the outcomes, measured by conversion rates, customer lifetime value, retention […]

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Businesses feel the need to set up Salesforce Data Migration in the following situations: Replacing old and outdated CRM with Salesforce.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 […]