Category: Integrations
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….
Is your organization using Salesforce? It’s the world’s most used customer relationship management (CRM) platform. Did you know that you could have many more data analysis, reporting, and document generation options when you integrate your Salesforce system with Microsoft Excel? Microsoft Excel is also a hugely popular and successful application used to work with data in spreadsheets….
Salesforce Export to Excel Exporting data from Salesforce to Excel is useful when you want to work with your Salesforce data in the Excel format. Salesforce does offer several methods to export your data for document generation depending on your needs. You can create and run reports in your Salesforce and export the report to Salesforce. The…
A Salesforce Excel Connector’s first and most important advantage is that it can help you import and export data between Salesforce and Excel spreadsheets. This valuable data flow functionality is essential for keeping your business spreadsheets up-to-date with the latest information so that you can conduct accurate data analysis. An added bonus is that when you generate…
Welcome, if you are reading this article then chances are you are working with electronic and digital signatures in your business. Want to know more about how to be fully compliant? Well, you have come to the right place! In this short guide, we discuss the difference between e-signatures and digital signatures, explain Title 21 CFR Part…
If you are looking to create advanced Salesforce forms for your WordPress website, then a Gravity Forms Salesforce integration is your go-to plugin! Gravity Forms is great for creating and working with web forms since the interface is simple and has an array of elements for you to utilize, which include text fields, dropdown menus, file uploads,…
