Category: Titan Workflow

Join us in the article below as we take a closer look at when to use VLOOKUP and HLOOKUP Microsoft Excel functions. How to Use VLOOKUP? This Microsoft Excel function lets you search for values in a table. It can also be used as an automation feature to retrieve values from another column in your table. Many…

The Relative Date feature is super handy if your plan is to create dynamic date ranges based on a date so that users do not need to update date filters manually and regularly. For more information on Relative Date from Salesforce and how it can save your business time, join us in the below article. SFDC Relative…

Are you trying to figure out how to make data-driven decisions in your business? The best way you can is with business analytics tools. They give you insights into the business operations you want to study and let you make informed decisions at the end of the day. Keep reading our article to learn more about how…

Do you need to check if the addresses that you use for dispatching products are correct? The UPS address validation service can help you. It’s a service provided by the United Parcel Service (UPS) and can make the deliveries you provide even better. If you are interested in finding out more about UPS address verification tool and…

The Salesforce Authenticator app gives us two-factor authentication (2FA) solutions to improve security when deploying Salesforce projects. With the Salesforce Authenticator app, we can create fast logins for web projects without abandoning well-thought-out customer experiences. So, What is an Authenticator App? An authenticator app improves the security of online accounts and the services found on your web…

Is Salesforce a CRM or ERP? To get straight to the point, Salesforce is not an Enterprise Resource Planning (ERP) system. ERP software is used in business operations to help employees manage accounting, procurement, project management, risk management, compliance, and supply chain processes. On the other hand, Salesforce is a customer relationship management (CRM) platform to help…

Understanding what leads are in the business world can take your sales strategies and marketing campaigns to the next level. For example, when you know what is a lead and when to approach one, you can turn a potential buyer who is interested in your products and services into an actual paying customer. To find out more…

Let’s begin by eliminating all confusion about “What does SFDC stand for?”. Simply put, SFDC is an acronym for SalesforceDotCom or Salesforce. As we already know, the SFDC platform is hugely popular amongst all types of businesses worldwide to manage customer relationships. Join us below as we explore Salesforce in more detail. SFDC Full Form: What is…

To get the most accurate and latest Salesforce contact data into your email marketing lists, you should consider connecting your Mailchimp and CRM (customer relationship management) accounts. Syncing your customer and lead data between the two platforms is just one benefit of Mailchimp for a Salesforce solution. Join us in the article below as we provide deeper…

It’s important to optimize your work processes so that your sales team can focus on closing deals and driving revenue. With Einstein Activity Capture, you can do just that! This function from Salesforce syncs your data between Sales Cloud, email inboxes, and calendar applications. To find out more about Einstein Activity Capture and how it can remove…