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Asset Management for Private Equity in Salesforce
The demand for private equity organizations for asset management has increased a lot over the years. There is a massive increase of assets to be…
Integrating Salesforce Service Cloud Voice with Amazon Connect: A Step-by-Step Guide
Many users of Salesforce Service Cloud are likely aware of the new AI-driven feature, Service Cloud Voice. Despite the rise of digital communication tools, telephone…
ChannelOnline To Salesforce Integration [EPISODE-1]
We will complete this integration configuration into two phase. Phase 2 is available in EPISODE - 2. ChannelOnline offers customers the ability to integrate with Salesforce.…
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Should You Learn Salesforce in 2020?
The Salesforce industry has been the best-kept secret of our careers with average salaries near $150,000 - but is it still a good technology to…
Salesforce Marketing Cloud Connect: Subscriber Key Migration
We demo how leveraging a subscriber key migration to remove duplicate subscribers from Sales or Service Cloud in Marketing Cloud while minimizing data loss. Explore…
Set Access for Lightning Knowledge ‐ Set Up Salesforce Knowledge
User permissions control access to different tasks. Using permission sets or custom profiles you can grant Ada the article-related permissions she needs. Create a permission…
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7 Must Know Features on the New Salesforce AppExchange
Personalized recommendations, intelligent search, and new solutions are just a few of the exciting new features on the brand new AppExchange. Check it out at…
CUSTOMER SERVICE TIPS: 4 SECRETS TO OFFERING EXCEPTIONAL CUSTOMER SERVICE
When it comes to customer service, our friends at Salesforce have a few tips and tricks up their sleeve. We were thrilled to help them illustrate four…
Benefits of Salesforce Pardot Integration for Sales and Marketing
Learn how the Salesforce Pardot Integration could improve lead scoring & customer journey through automation and other sales & marketing activities!