The Salesforce tool known as DocuSign CLM Files connects your Salesforce and DocuSign CLM businesses. Depending on the security access defined by administrators, authorized users…
What is a Document Workflow? A document workflow is the process of routing, reviewing, approving, and managing documents within an organization. Document workflow software can…
There are some best practices that you must follow while working on flow. They are: Plan your Flow Before you Start Building Write or draw…
Manual workflows, lack of personalization, and siloed data architecture of traditional CRMs prompt businesses to look for advanced CRM solutions. Salesforce is one such platform…
Pardot is a software as a service (SaaS) marketing automation platform by SalesForce offering email automation, targeted email campaigns, and lead management for B2B sales…
Salesforce is one of the most widely used CRM platforms in the world. Small and large businesses use it as it offers various modules, including…
Have you ever wondered if, we can Query Pardot Engagement History in Salesforce by SOQL directly? Answer: No, Because The dataset "Pardot Engagement History" can…
It is important these days for your teams to collaborate more to get expertise quicker and make business processes more efficient, and for this collaboration,…
A flow is a Salesforce application that collects data and performs actions in your Salesforce org or an external system. To automate a business process…
Cyber attacks can lead to loss of revenue, data, and overall business viability, making cyber security crucial for e-commerce. PayPal is dedicated to revolutionizing financial…
Salesforce, the number 1 CRM platform in the world, has historically maintained a strong philanthropic policy. Since its inception, it laid the foundations that would…
As a Salesforce Administrator you’ve probably heard the term ‘Salesforce APIs’ many times and you know that they’re something to do with programming but have…
