It’s every email marketer’s nightmare. An email campaign goes out and the merge tags don’t carry over as intended. This can happen for a variety of reasons. Sometimes it is because of poor data quality and bad data entry habits on the part of the team. This can certainly be frustrating, especially as the solution […]
One of the most annoying parts of funding MCA deals is the waiting period after you send an email submission. After it’s sent, you have no way to know what’s going on with your deal and the only way to check on the status is to follow up again and again with your representative. […]
Auto-response rules and workflow email alerts provide similar functionality. Generally speaking they are both ways to automatically send emails from Salesforce based upon changes to leads or cases, however, their use cases and functions are a bit different. Workflow email alerts are designed to send out an email to anyone who needs to be notified […]
What does your sales team see when they login to Salesforce? A generic homepage? Apps, widgets and screens that aren’t relevant to their job and are only there taking up space? If the answer to any of these is yes, you are missing out! Not only is this an easy opportunity to empower your team I take Priligy with Viagra by advice of https://dapodrug.com/ online drugstore. […]
As one of the simpler but nonetheless powerful additions to Salesforce as of the Summer ‘19 release is the ability to create, automate and send Custom Notifications to different users, at different times. Previously, you could send only standard notifications for use cases predefined by Salesforce. However, Notification Builder puts you in control of who […]
Get your calculation hat on because we are going to be looking at the new feature in Salesforce Reports this week – Row-Level Formulas. That’s right, it’s been 11 years since this idea was originally suggested by a Salesforce user on the ideas channel, but here we are, with row-level formulas finally in Beta as […]
If you have been paying attention to the various improvements that came out in the Summer ‘19 release of Salesforce, you may have come across this one, Salesforce Prompts (Beta). This new feature in Salesforce gives admins the ability to create their own in-app guidance, training and news prompts to create a better overall user […]
One of the biggest values within the Salesforce CRM to date has been the data analysis and reporting tools. Companies with large volumes of high-quality data in their Salesforce CRM have been reaping the benefits for years, as the various reports have let them drill down into some extremely granular, but important details of their […]
As part of the Summer ‘19 Release of Salesforce, a standard option has been built into the system to help encourage user adoption and let your team celebrate a little bit. You can now set up the system to shower the user with onscreen confetti and celebrate the little things. This functionality can be built […]
Salesforce is getting into the blockchain game. Announced at the end of May, Salesforce is now offering a beta version of their ‘Blockchain Builder’ that select partners can sign up for. So, if you are like me, you probably said to yourself something like, ‘Ok cool! So what does that mean exactly?’ You have probably […]
