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Automation

Tag Archives | Automation

App of the Week – Speed Up Your Data Entry with Custom Object Lead Conversion

Frustrated by a long and tedious process of converting data and custom objects from your leads into Accounts, Contact and Opportunities? Doing all the conversion by hand can take time, or possibly require a developer to do some customized work. That is exactly what Custom Object Lead Conversion can help you avoid. The app provides […]

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App of the Week – Simplify Salesforce permissions with Permission Assignment Rules

If you’re a Salesforce administrator, you know how difficult it can be to manage a complex permission structure for your business. Standard Salesforce permissions can fall short when you want to have both limited visibility of a record, but also grant access to a larger team based on roles and profiles. In that case, you’re […]

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Tip of the Week – Salesforce Omni-Channel is better with Lightning Editions

Getting work out to the best agents in real time is always a challenge, and Salesforce has addressed that challenge with Omni-Channel. Omni-Channel seamlessly streams Leads, Cases, and most standard and custom Salesforce objects directly to the correct agents based on specialty, availability, and current bandwidth. The problem is that to get the most out […]

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