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In our digital-first era, businesses require data to be entered into Salesforce quickly, autonomously, and accurately. With this problem solved, all teams in an organization can access, process, and manage information directly from Salesforce for more efficient workplace productivity. Keep reading if you want to upgrade your systems to include zero manual data entry. Our article covers…

Electronic signatures are better for the environment, save nonprofits time and money, and of course, make the signing process a million times easier for donors and volunteers.  Instead of getting swamped by admin and endless paperwork, it’s now the new norm for benefactors to receive a link or email so they can sign documents securely and on…

1. Understand Your Job Role Before you apply for your favorite Salesforce role, reviewing the job description is worthwhile. If you do, you have the opportunity to match your real-life work skills to the responsibilities listed in the job description.  At this point, it will be very easy to see which Salesforce Cloud the company uses and…

What is Data Skew in Salesforce? The term “data skew” describes when one Salesforce record, such as an Account, is related to multiple other records in your Customer Relationship Management (CRM) platform. This data skew could create performance issues or “locking” errors in your CRM platform when there are software updates. If you are interested, check out…

What is Sales Dialer in Salesforce?  It’s a Salesforce tool allowing sales teams to: Top Sales Dialer Features The best part about this built-in tool is that sales reps can quickly perform all these tasks listed above inside Salesforce without having to navigate between various business apps and platforms.  Here are five of our top Sales Dialer…

“Can you notarize a document without the person being present?” is a great question. There are many solid reasons why you want to take this route, which is supported by remote online notarization services.  Join us in the article below to find out more about this notary topic. Let’s get started! What Is Required for a Valid…

In this digital-first era, notarizing documents do not have to be performed in-person. These days, there are super convenient options from notary publics, allowing clients to notarize documents from any location and at any time.  If you were wondering if you can get something notarized online, join us in the article below to explore the latest on…

While notary publics can notarize real estate documents in the United States, there are a few things they should know. Join us in the article below to get all the information. And, if you are looking for other content on this topic, check out our Self-Notarization and Example of Notary Document articles.  But back to our discussion…

Document generation underpins almost every major legal process you can think of, from service proposals to invoices, memorandum of agreements to reports, affidavits to client correspondence, and much more! No matter your legal field, whether it be criminal or civil, family or corporate, environmental or intellectual property, you need accurate and up-to-date documents to keep internal records,…

Salesforce Experience Cloud, previously called Community Cloud, allows legal professionals to build custom online communities and portals branded to their unique web project requirements. For more information on the differences between these Salesforce products, check out our Community Cloud Vs. Experience Cloud article.  But, for now, let’s continue with our current topic. Web portals created with Salesforce…