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Automation

Tag Archives | Automation

App of the Week – Opportunity Merge

Do you have multiple salespeople working with the same clients or accounts? Or maybe you have deal terms regularly changing and so end up creating lots of opportunity records in Salesforce. Either way, the Opportunity Merge app will save you a lot of time and headache. With this app from the AppExchange, you can quickly […]

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App of the Week – Round Robin Assigner

Round robin assignment is nothing new, and there are plenty of apps out there that either feature assignments, or are devoted specifically to them. However, this is the only one that comes directly from Salesforce. Built by Salesforce Labs, the Round Robin Assigner can take any object and assign it in order, to your group. […]

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Pardot Dynamic Lists vs. Automation Rules

Pardot B2B Marketing for Salesforce is an extremely powerful tool. You can link thousands of prospects and leads to your CRM and engage with them in all sorts of ways. However, with great power comes great… confusion? Specifically, how do you know which automation tool to use for each situation? Pardot features a couple of […]

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App of the Week – Jitterbit Data Loader for Salesforce

Feeling bogged down moving files and data between systems? Is setting up the file transfers complicated, and error-prone? With Jitterbit Data Loader for Salesforce, you can dramatically reduce the time and effort required to automate the import and export of critical business data from Salesforce CRM, force.com and all business-critical databases and files – whether […]

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Using the New Salesforce Flow Builder

Quality workflows are one of the things that makes Salesforce so useful. A good admin should be able to take just about any routine process and streamline it via a workflow. As we reviewed in this previous post, the flow builder is an intuitive and visual way of automating processes, saving time and money, all […]

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