Author: Kritik Garg
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Effortlessly Generate PDF Quotes with Salesforce in 20 min
In sales, it’s important to provide potential customers with a clear and professional quote for the products or services offered. Salesforce, a popular customer relationship management (CRM) platform, has the ability to generate quotes in PDF format. This makes it easier to share and review quotes with customers. In this article, we will go over…
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Salesforce Experience Cloud Templates: Designs That Drive Engagement
Salesforce Experience Cloud is a powerful platform for building engaging digital experiences for customers, partners, and employees. But where do you start? The answer is simple salesforce experience cloud templates. These pre-built templates provide a foundation for creating stunning, functional, and user-friendly sites, portals, and communities. They come with industry-specific layouts, components, and features that…
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Salesforce Site Builder: Create a Stunning Public Site
Salesforce is a popular CRM platform that offers a variety of features and tools, one of which is the Salesforce Site Builder. Previously known as Salesforce Sites and Site.com. It allows users to create and manage websites and web applications that are directly integrated with their Salesforce organization. Over time, it has evolved into a…
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Salesforce Extension for Gmail: Features That Supercharge Sales
The Salesforce extension for Gmail is a helpful tool that lets users view and manage their Salesforce data directly from their Gmail inbox. This removes the need to switch back and forth between Gmail and Salesforce, saving a lot of time for sales reps and professionals who use Salesforce to manage customer relationships. In this…
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Salesforce Gmail Integration: Must-Know Tricks for Sales Teams
Salesforce is a powerful CRM platform that helps businesses manage their sales, customer relationships, and marketing efforts. Gmail, on the other hand, is one of the most widely used email platforms in the world. Integrating these two tools, it offers big benefits to sales teams and businesses by making their workflows more efficient, improving communication,…
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Salesforce Lead vs Opportunity: Which One Should You Focus On?
In the world of sales, managing potential customers effectively can make or break your business. In Salesforce, two key terms you’ll often come across are “Leads” and “Opportunities.” While both represent prospects and they are at different stages in the sales journey. Understanding Salesforce Leads vs Opportunities is key to converting more leads into successful…
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What Is Integration? 5 Big Benefits of Salesforce Integration
What Is Integration? Each enterprise has unique requirements and the software they use works differently. They are designed in different languages and possess their customized business logic, data storage, security, and visual representation. This is where Salesforce integration solution comes in. Salesforce integration establishes and handles entire communication between Salesforce CRM and other apps, using…
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Salesforce Customer Community Vs Customer Community Plus
In Salesforce, creating an effective and engaging platform for your customers to interact with your business can be achieved through the use of Customer Community and Customer Community Plus licenses. These are designed to provide companies with a platform to engage with their customers, but they come with varying features, functionality, pricing, and use cases.…
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Email to Case in Salesforce
Imagine a customer sends an email asking for help with a product issue. Instead of manually opening the email, creating a support ticket, and assigning it to the right team member, Salesforce’s “Email to Case” feature automatically converts that email into a support case. The system captures the customer’s request, organizes it, and assigns it…
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Salesforce Experience Cloud – Build Free Public site
Today, having just a website isn’t enough for businesses. They need dynamic online spaces to engage with customers, partners, and employees. That’s where Salesforce Experience Cloud steps in. It’s a flexible platform that enables businesses to build personalized communities, portals, and websites. In this guide, we’ll walk you through everything you need to know about…