airSlate’s native integration with Salesforce addresses the most challenging tasks for businesses looking to automate their document workflows within their Salesforce organization. It allows for building end-to-end, multi-step, and multi-branch workflows inside Salesforce to automate document generation, routing, approvals, notifications and storage. airSlate makes no-code document workflow automation an easy
Category: App Reviews
Make the Most of Salesforce DevOps Center
The moment many Salesforce professionals have been waiting for has finally come: Salesforce DevOps Center GA! But before you install DevOps Center in your org and start using it to deploy metadata, let’s discuss how to make the most of it. Some of the most important ways to maximize DevOps
Fighting Revenue Leaks by Revealing the Power of Data
Our latest article discussed why revenue leakage is a data-related problem and how admins play a crucial role in tackling it with their technical know-how and problem-solving experience. Without complete and up-to-date Salesforce data, you can’t see the big picture of your pipeline, so you miss out on opportunities and
Let go of Change Sets and Try This Instead
Salesforce change sets are widely used today to move changes from sandbox to production. And why wouldn’t they still be used? In many cases, they provide an easy way to deploy metadata without knowing Git, XML, etc. But once your project or team gets to a certain size, you’ll start
The Salesforce Admin’s Role in Preventing Revenue Leaks
Are you sure that no revenue is leaking from your business? Most likely not, and you have reason to think so. Revenue leakage is a common business problem: 42% of companies leak revenue, according to MGI, and EY says companies lose 1% to 5% of realized EBITA to leakage each
5 Ways to Turbocharge Your Customer Interactions with an Appointment Scheduling Application
In today’s world, customer engagement stands at the forefront of business innovation. The world’s top companies are leveraging scheduling automation and the power of data and analytics to maximize client interactions; having a strong data engine that empowers connections between business teams, prospects, and customers is an absolute must for
Speeding Up Bulk Update Records using Data Action Platform
As Salesforce administrators, we often create, update, delete or convert records; these are time-consuming activities. For example, You have got a business use case to create tasks for open opportunities for which the close date is less than a week. Your colleague is seeing your help to convert 200 leads.
Easier and More Scalable Salesforce Integration with Declarative Webhooks
What is a Webhook? Whenever two separate systems are connected, they can communicate with each other through the internet by sending and receiving messages. One of the systems can be the receiving system and the other the sending system, but sometimes they can switch roles depending on the integration. The