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Automation

Tag Archives | Automation

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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App of the Week – Salesforce connects to the world with the Salesforce IFTTT Channel

You may have read our post a while back about the Salesforce Chatter Channel for IFTTT (“if this then that), a free IoT (that’s “Internet of Things”) integration tool that lets you automatically trigger actions across internet-connected services and devices based on events – in example, I love that whenever I update my Facebook profile […]

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App of the Week – Supercharge your assignments with Round Robin Lead Assignment for Salesforce

Lead Assignment Rules are your first line of defense. When a new Lead comes in, your assignment rules automatically spring into action to push your new potential business to the right people instantaneously. If you’ve been following the blog for a while, you’ve seen a couple solutions for making your Assignment Rules amazing tools using […]

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