Here’s the untold story of managing contact transitions in Salesforce.
1. Key Challenge
– Contacts often change jobs, affecting data integrity.
– Outdated information can lead to missed opportunities and inefficiencies.
2. Best Practices
– Update contact details promptly to maintain accuracy.
– Use automation tools like Salesforce Flow to track and manage contact status.
– Employ custom fields to capture job change history.
3. Benefits
– Ensures up-to-date and reliable data for decision-making.
– Enhances relationship management by keeping track of contact movements.
– Streamlines communication strategies, ensuring they reach the right audience.
To stay ahead, integrate these strategies and keep your Salesforce data fresh and relevant.
You can read it here: https://sfdc.blog/LEhCv
Source from salesforceben(dot)com