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Is It a Good Idea to Implement Document Workflow Automation in Salesforce?
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…
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Best Practices for Importing Data into Salesforce
The most efficient methods for arranging the data before moving it once you’ve decided which method is the best for importing or exporting your data. …
Search records within distance and create appointments on map – Salesforce
Three steps activity : Drop a pin anywhere on map. Enter distance (Radius) to search customer (Any object with Geolocation field) Select records and create…
Pagination of an Infinite List of Records in Salesforce: Challenges and Resolution Methods
Author: Ievgen Kyselov, Salesforce developer at NIX This pagination approach is not new or uncommon, but it's rarely discussed in detail. What I am showcasing…
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Salesforce Field Service Implementation
The possibilities for building a custom field service implementation are nearly endless when considering all the offerings in Salesforce Field Service. This 8-step guide provides…
Learn About Types of Sandboxes in Salesforce
A sandbox is a copy of your organization in a separate environment that you can use for a variety of purposes, such as testing and training.…
How to Set Up Salesforce Essentials
Watch through to the end for a quick link to our Hands-on Workshops and Training. Watch this video for step-by-step instructions on how to get…
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A Four-step Formula for Salesforce Implementation
No matter how big or small your company—or the Salesforce CRM project—success requires planning, commitment, and strong sponsorship from your company’s executive team. It’s also…
Here’s What Makes Up Salesforce’s Customer Base
Recently Mintigo took a close look at Salesforce’s customer data. Their analysis sheds some light on what their customers are up to and how the customers have…
Einstein in Action – Unleash the Power of AI in Salesforce
Drowning in data but thirsty for insights? Salesforce Einstein can be your life raft. This infographic dives into the world of AI for CRM, exploring…
