Salesforce for Outlook Retirement: What You Need to Know and How to Evaluate Alternatives

If your company uses Salesforce for Outlook, change is on its way. Salesforce for Outlook is an integration tool developed by Salesforce to synchronize emails, contacts, tasks, and events between Salesforce and Microsoft Outlook. This tool allows users to view Salesforce data directly within Outlook and vice versa, facilitating easier

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Salesforce Apps with Lightning Web Components

With Salesforce’s impressive compound annual revenue growth (CAGR) of 29.04% over the past decade and holding a significant 23.8% market share in the CRM market, it’s clear that Salesforce technologies, including LWC, play a role in driving business success.  This growth and market dominance highlights the importance of custom Salesforce

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Close Business Deals Fast with Salesforce Document Generation

Big Idea or Enduring Question Automating Document generation via Salesforce can help you close your biggest business deals at speed and scale while maintaining razor-sharp data accuracy. The problem? Salesforce does not have robust native document generation capabilities of its own. This means that in order to leverage the power

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Guide to Salesforce Electronic Signature Solutions

Big Idea or Enduring Question: Integrating your signing processes with Salesforce enables you to automate the process, enhance security, and track the progress of signers within your CRM. The problem is that Salesforce does not have native signing solutions. This means that if you want to integrate your signing with

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Maximizing Salesforce Teams’ Productivity through AI

As Artificial Intelligence (AI) continues to evolve and integrate into various business domains, its transformative impact on the Salesforce ecosystem is particularly significant. This shift is about more than just adopting new technologies; it’s about a fundamental change in how Salesforce teams operate, leading to unparalleled boosts in productivity and

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Beyond Text: Exploring Image Use Cases in Salesforce Flows

Do you know the full extent of the image features you can implement into a Salesforce flow? We’ve completed more than 600 implementations on top of Salesforce, for photo use cases which, more often than not, are using flows. We are very happy to share some of those capabilities with

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Salesforce Velocity with Sweep: A New Operational State of Mind

Salesforce is the world’s leading CRM platform for a reason: it’s constantly evolving and innovating, driving massive growth in the ecosystem. The Salesforce ecosystem for services and products has grown significantly in recent years. In 2021, IDC released a study that found that the Salesforce economy would create 9.3 million

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How to Get Started with the Salesforce Data Cloud: 101 Guide & Use Cases

Data isn’t just a nice extra; it’s essential. Especially now, when businesses are largely operating in digital spaces, the need for good data use is clear. The role of data analytics has become crucial in pushing a business to succeed. It’s important for company leaders to have a strong data

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