Category: Salesforce

Salesforce Customer Portals Customer portals in Salesforce are platforms where customers can view their account information, submit and track support tickets, and access resource libraries. So what is customer portal in Salesforce? These web-based portals allow customers to access Salesforce services and information without having to contact customer support. Uses for Salesforce Customer Portals You can use…

How to Register Users on a Website There are two ways you can register users on your website. The first is using a web builder or a content management system, these should come with a built-in feature to register users – for example, WordPress provides a customizable built-in user registration form. The second is to code your…

Businesses focusing on elevating their customer service and support strategies opt for a Salesforce Service Cloud customer portal. And we can see why! One of the most significant advantages of creating a customer portal is that you can provide self-service options to customers, employees, and partners. Self-service options such as access to account information and order tracking…

Before diving into the features, benefits, and capabilities of Experience Cloud from Salesforce, let’s ensure we know what it is. Let’s get started! What is Salesforce Experience Cloud? The Experience Cloud is a cloud-based platform from Salesforce. You might know it by its previous name, Salesforce Community Cloud. Nonetheless, the Experience Cloud was created to help businesses…

SharePoint vs Salesforce SharePoint and Salesforce Experience Cloud are two enterprise software platforms that are suited to different purposes. SharePoint is a content and collaboration tool that is suited for sharing and managing files, documents, and other content. This platform includes document versioning, team collaboration, and search features. SharePoint is a good option if your business needs…

What is a Partner Portal in Salesforce? A partner portal is a separate website where organizations can share Salesforce information and collaborate with external partners, for instance, resellers, distributors, suppliers, and other non-employee stakeholders. Non-partners do not have access to this website, and Salesforce portal users cannot own partner accounts. Join us in the article below to…

Salesforce POS System Salesforce POS is a cloud experiences solution that combines your point of sale system with your Salesforce CRM. The Salesforce retail management POS system allows you to regulate your inventory, sales, and customer data in a single platform. The Salesforce retail point-of-sale system offers a variety of features, including: If your business is looking…

Partner Relationship Management Salesforce So what is PRM exactly? Partner relationship management system is a set of processes and strategies you can implement with Experience Cloud to optimize and manage your relationships with third-party partners. These partners can range from distributors, resellers, system integrators, and more. Partner manager software can help your business automate many manual tasks…

Are you intimidated by the mere thought of creating a marketing campaign for your business? Whether you’re introducing a new product or service, trying to increase brand awareness, generate leads, or boost sales, there are many important factors to consider. Objectives First and foremost, it’s crucial to establish clear, measurable objectives for your campaign. Your goals should…

Salesforce Vendor Portal Vendor management enables your organization to drive service delivery, control costs, and manage vendor relationships from end to end. If your business is missing a 360-degree view of your vendors and their corresponding data then your business needs to consider vendor management. Salesforce Experience Cloud includes features for managing procurements, onboarding, and contract management….