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The End-to-End Salesforce Implementation Checklist | Salesforce Ben
Share this article…What began as a CRM solution focused on sales teams has now evolved into a suite of products, covering not only sales, but also service, field service, marketing, eCommerce, automation, integration, analytics, AI, and more. As Salesforce’s product offerings have grown, so have… Read More … Here are highlights from article The End-to-End…
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Save Time and Boost Efficiency with Slack’s New Modular Automation Tools
Slack’s modular automation tools are a valuable addition to the platform, empowering developers to automate processes and boost productivity … Here are highlights from article Save Time and Boost Efficiency with Slack’s New Modular Automation Tools 1. Introduction to Slack’s new automation tools: – Slack launched new modular automation tools to increase productivity and streamline…
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7 Things That Trip Up New Account Engagement (Pardot) Admins | Salesforce Ben
Share this article…Whether you’re an accidental admin or you’ve been tasked to take over an existing Account Engagement (Pardot) instance, the first few times on this Salesforce tool can be confusing and frustrating. This is especially true if you keep running into issues and errors… Read More … Here are highlights from article 7 Things…
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Guide to Collision Control for Marketing Cloud Admins | Salesforce Ben
Share this article…Collision control, also known as saturation control or frequency capping, restricts the number of emails someone can receive from your organization in a given period of time. This is to avoid ‘marketing fatigue’, the phenomenon where people become increasingly tired of your marketing,… Read More … Here are highlights from article Guide to…
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Salesforce Function – Product Retirement Announcement – Technical Potpourri from Sudipta Deb
Salesforce Function is a service of the platform that lets Salesforce developers create code that connects data and events. It can run on-demand with an elastic scale in a Compute environment and can be integrated with low-code and pro-code services to deliver an agile and unified Salesforce Experience … Here are highlights from article Salesforce…
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How to Use Salesforce to Manage Your Documentation – Salesforce Admins
Elevate your documentation with Salesforce—a cost-effective, customizable, and scalable solution. Start building your dream app today … Here are highlights from article How to Use Salesforce to Manage Your Documentation – Salesforce Admins 1. Salesforce for documentation: – Often overlooked despite being a viable option – Available at no extra cost to your business –…
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Key Considerations When Writing a Salesforce RFI/RFP | Salesforce Ben
Share this article…Requests For Information (RFIs) and Requests for Proposal (RFPs) are a useful approach for teams evaluating Salesforce tooling – they allow you to quickly source information on features, workflows, and pricing from a range of vendors. But, some teams find that this process… Read More … Here are highlights from article Key Considerations…
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Improve the Customer Experience With Resource Planning & Management in Salesforce | Salesforce Ben
Share this article…Salesforce is well known as a system that provides a 360-degree view of your customer, but what it’s not known for is resource planning and management, despite the fact that this critical process can significantly affect the customer experience. In this article, we’ll… Read More … Here are highlights from article Improve the…
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5 Design Musts for Account Engagement Users
In this post, we’ll delve into five design musts that can elevate your Account Engagement-powered campaigns and help you create impactful email and landing page experiences … Here are highlights from article 5 Design Musts for Account Engagement Users 1. Use responsive design to engage across devices: – Ensure that your email and landing page…
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15 Salesforce Product Insights from True to the Core ’23 | Salesforce Ben
Share this article…True to the Core sessions are highly anticipated and consistently popular. These sessions could be described as an “ask me anything” to Salesforce executives and product managers, where the audience can ask even the thorniest questions and get a transparent response. True to… Read More … Here are highlights from article 15 Salesforce…