Category: Integrations
Salesforce Web-to-Case forms are a great tool that customer service teams can take advantage of to optimize case management tasks. Join us in the article below to get more familiar with Salesforce Web-to-Case forms and how integrating them into your system streamlines business operations in Salesforce. How To Create Web-To-Case in Salesforce ? Follow our user-friendly guide…
If you have a Learning Management System (LMS) and are signed up to Salesforce, you should consider integrating your platforms to keep all your training material and student data in a single location. This one method of working alone will eradicate manual work for your administrators as they no longer need to submit work to two or…
When you connect Salesforce to Zapier, what do you get? This short article covers just that – how Salesforce and Zapier can speed up your workflows with their combined powerful automation tools. Let’s get started! Salesforce Automation with Zapier Salesforce has been helping businesses optimize customer relationship management (CRM) tasks found in sales, marketing, and customer service…
NetSuite and Salesforce are both two extremely popular and powerful platforms that offer cloud-based solutions for business management. NetSuite caters to organizations of all sizes by providing flexible enterprise resource planning (ERP) software solutions to complete work goals. On the other hand, Salesforce offers cloud-based solutions for customer relationship management (CRM) tasks and processes. Is your organization…
All industries collect data for analysis so that major stakeholders can make the best and most informed decisions. By analyzing data, business teams can gain a deeper understanding of their areas of study, which empowers managers to make decisions based on facts and evidence. If you want to make objective decisions for your business based on data…
Innovation with Salesforce Everyone familiar with Salesforce knows they are the #1 CRM platform available on the market today and excellent for managing your customers, employees, and day-to-day business operations. Although Salesforce offers many tools and built-in integrations, there are some things they can’t do, leaving your business to depend on a third-party app or system that…
Snowflake gives you a cloud-based platform to work with your data. The data warehousing platform works well with data lakes, supporting data in structured and semi-structured formats. With Snowflake, you can analyze data found in JSON, Avro, and Parquet files. To learn more about data lakes and Snowflake, read our article below. We start with covering the…
With a Salesforce and DocuSign integration, businesses can electronically sign and manage documents within their customer relationship management platform (CRM). But what does this actually mean? Theoretically, your employees will be able to complete the following tasks without leaving the Salesforce ecosystem: Businesses that are dependent on Salesforce tasks to manage their customer relationships find DocuSign a…
How to Automate Reports in Excel with Salesforce How to run a report in excel? There are two ways in which you can automate Excel reports from Salesforce data. The first option is to use Salesforce’s Scheduled Reports feature, which lets you set a time for Salesforce to create and email reports automatically. If you would like…
What is an Excel Salesforce Integration? It’s a powerful digital connection between two widely used platforms that work with data. Microsoft Excel helps your business to manipulate, analyze, and report your data with advanced features and tools. Simultaneously, Salesforce provides customer relationship management (CRM) solutions to collect and manage all your data related to customers and leads….
