Category: Salesforce Admin
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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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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…
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What is a Security Token in Salesforce
Salesforce is one of the most popular used CRM platforms in the world, and with its wide use, strong security is very important. One key part of Salesforce security is the security token. When accessing Salesforce via third-party applications or tools, just a username and password might not be enough. This is where security tokens…
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10 web forms that integrate with salesforce
Introduction Web Forms That Integrate with Salesforce make it easy to collect data and send it directly to your CRM. Save time and improve your workflow with these smart tools These web forms are perfect for businesses of all sizes, helping you manage leads, customers, and feedback effortlessly. Start using them today to simplify your…
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Salesforce Change Set : A Complete Guide
Salesforce is one of the most powerful customer relationship management (CRM) platforms. But, as you build and customize Salesforce for your business, you may need to move changes from one Salesforce org to another. This is where Salesforce Change Set come in. In this guide, we’ll explain everything you need to know to use Salesforce…
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What is Salesforce Sandbox Template?
One important tool that helps to simplify the process of creating sandboxes is the Salesforce Sandbox Template. This template lets you choose the exact configurations, data, and settings that you want to include when creating a sandbox. A well-designed template makes sure your sandbox is set up quickly and the same way each time. In…
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Address Fields in Salesforce – How to Create and Manage
Introduction In Salesforce, the standard address field is a compound field that allows you to store and manage address information for records. It is called the “Address” field type and is commonly used in various standard and custom objects. The Address field in Salesforce is a combination of multiple sub-fields that together represent a complete…
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How to Connect Live Agent Chat to Service Cloud Console
In this 10-minute guide, we’ll walk through the essential steps to set up Live Agent and integrate it into the Salesforce Service Cloud console. Following these best practices will have your team up and running with integrated chat support in no time. Before checking out this post check out How to Implement Salesforce Live Agent…
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Salesforce’s Sales Path: Your Blueprint for Sales Success
Sales Path, within the Salesforce ecosystem, is a tool specifically designed to guide sales representatives through the stages of the sales process. It provides a structured approach by displaying the key stages and fields for each step of the sales cycle. This feature is especially beneficial in ensuring that sales teams adhere to best practices…
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What is the sales process in Salesforce? How to Create
Introduction In Salesforce, the sales process refers to a series of stages and steps that a sales team follows to convert leads into opportunities and ultimately close deals with customers. By using a sales process, your sales reps can take potential customers from being unaware of their needs to purchasing your products or services to…