When we say “Grow with Salesforce” these are not just empty words! In our work, we use CRM from Salesforce ourselves, which allows us to develop the company and increase employment! A new employee on ME PL Solution board! Welcome!
We presented how to configure Macros in Salesforce settings in the previous post. Now we are creating Macros for records on the Lead object. To make the work of sellers easier, we will make Macros to create a new Task with one click and log information about contact with a potential customer. In the application… Continue reading Create Macros in Salesforce
Customer habits and needs are constantly changing. Is your Customer Service Department doing a good job?
Macros in Salesforce are automations that we can use to reduce working time when entering repeating patterns of actions performed while working on records. One click allows you to send an email, log in a conversation, or create a new task for multiple records at once. This article will be dedicated to setting Macros in… Continue reading How to enable Macros in Salesforce?
Do you know what the sales pipeline is and how to use it for sales planning?
Today’s changes shape our tomorrow. Meet the expectations of different generations and get ready for the challenges of tomorrow!
Previously, we showed how to migrate data using Dataloader IO , in this article we will introduce You to a completely free browser plugin – Salesforce Inspector. Plugin link for Chrome (It is also available for other browsers): https://chrome.google.com/webstore/detail/salesforce-inspector/aodjmnfhjibkcdimpodiifdjnnncaafh It is a very good tool for people managing salesforce organization, but not only. The simplicity… Continue reading Salesforce Inspector – Data migration
Increase the effectiveness of your Salespeople thanks to Salesforce Cloud powered by Artificial Intelligence!
In today’s digital world, trust is gaining importance. Thanks to CRM from Salesforce, you can be sure that the stored data is used in the right and safe way
Import, export, and data update in Salesforce are very important issues that improve the data migration process. There are plenty of solutions in the market for Salesforce helping to throw large batches of information into the organization at once. One such solution is Dataloader.io allowing you to perform simple and more complex data migration operations… Continue reading Data migration w Dataloader.io