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Guide to the ON24 + Salesforce Integration (for Account Engagement Admins) | Salesforce Ben
Share this article…ON24 is a cloud-based digital experience platform that enables users to create digital events such as webinars. With its advanced technology, ON24 ranks highly on “Platform Popularity” in G2’s Webinar Software category, and is among the top ten for “Satisfaction” and “G2 Score”.… Read More … Here are highlights from article Guide to…
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Pei Mun Lim on the Skills of a Business Analyst – Salesforce Admins
Enhance your business analyst skills by listening to the Salesforce Admins Podcast. Tune in for insights on emotional intelligence and active listening … Here are highlights from article Pei Mun Lim on the Skills of a Business Analyst – Salesforce Admins 1. Two critical skills for business analysts: – Active listening – Emotional intelligence 2.…
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Email Campaign Efficiency: Tips for Saving Time and Boosting Results
Let’s organize the chaos — making your life easier when it’s time to launch an email campaign. Here are a few email campaign tips … Here are highlights from article Email Campaign Efficiency: Tips for Saving Time and Boosting Results Key Areas: 1. Using an email brief – Start with a brief description of the…
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Evaluating Account Hierarchies in Salesforce | Salesforce Ben
Share this article…Account hierarchies in Salesforce help build and visualize large corporate family trees with subsidiary accounts. Native Salesforce is a great tool to get started, however, there are critical data architecture and process considerations that affect the usability and functionality of more complex account… Read More … Here are highlights from article Evaluating Account…
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Salesforce Backup & Restore – Technical Potpourri from Sudipta Deb
Salesforce’s Backup and Restore solution is now widely available, over two years after it was first announced at Dreamforce ’21. A customized backup tool is essential as businesses rely more and more on cloud computing. Salesforce consequently released a native backup and restore offering … Here are highlights from article Salesforce Backup & Restore –…
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Salesforce Flows – 31 Features Introduced in Winter ’24 Release
In Salesforce Winter ’24 Release, there were 31 features related to Salesforce Flows. Here is a quick overview of these with screenshots … Here are highlights from article Salesforce Flows – 31 Features Introduced in Winter ’24 Release 1. Clear and concise instructions – The article provides step-by-step instructions that are easy to understand and…
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Account Engagement Lightning Builders and Scoring Categories
Account Engagement Scoring Categories and Lightning Builders are two great features to amp up your marketing and segmentation. Here’s how … Here are highlights from article Account Engagement Lightning Builders and Scoring Categories 1. Issues with combining Account Engagement Scoring Categories and Lightning Builders: – Scoring Categories rely on Account Engagement folders, but Lightning Builders…
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A Salesforce Admin’s Guide to Dreamforce 2023 – Salesforce Admins
Join us in person or on Salesforce+ September 12-14 to learn, connect, and have fun at Dreamforce 2023. Read on to discover the top sessions for Salesforce Admins … Here are highlights from article A Salesforce Admin’s Guide to Dreamforce 2023 – Salesforce Admins 1. Admin Keynote at Dreamforce: – AI + Data + CRM…
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End of Support for Twitter/X from Salesforce – Technical Potpourri from Sudipta Deb
As early as August 23, 2023, X, the company formerly known as Twitter, will discontinue Salesforce’s public API access for the Social Accounts, Contacts and Leads feature … Here are highlights from article End of Support for Twitter/X from Salesforce – Technical Potpourri from Sudipta Deb 1. Importance of integrating Social Accounts, Contacts, and Leads…
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#SalesforceWinter24 – View Report and Dashboard Details From the Analytics Tab
#1MinuteTip #SalesforceWinter24 Use Asset Details to view metadata for your reports and dashboards, such as create date and owner … Here are highlights from article #SalesforceWinter24 – View Report and Dashboard Details From the Analytics Tab 1. Identify the task or problem: – Determine what specific task or problem you need guidance on. – Clearly…