Never Miss a Beat: Notifications for Prospect Removal in Sales Engagement Cadence
Big Idea or Enduring Question: How do you notify the lead owner when someone removes a lead from the Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Understand the Change Data Capture Understand ActionCadenceTracker object Subscribe to Change Events Using an Apex Trigger Call an Autolaunched
Automatically Assign New Leads to a Sales Engagement Cadence
Big Idea or Enduring Question: How do you automatically assign newly-created leads to a Sales Engagement Cadence? Objectives: After reading this blog, you’ll be able to: Work with the ActionCadence object to find out about a Cadence. Assign a Sales Engagement Cadence to a lead or contact. And much more.
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
Send, Log, Repeat: Logging Email Alerts as Activities
Big Idea or Enduring Question: How do you log emails sent with the ‘send email’ action? Objectives: After reading this blog, you’ll be able to: Use record-triggered flow to send out an email alert. Use the “Send Email” flow action. Use email template with the “Send Email” action without creating
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
The Best Alternatives to Salesforce Experience Cloud
Big Idea or Enduring Question: What are the best alternatives to Experience Cloud on the market? And is it possible to find a no-code tool that empowers you to build fully customizable portals and apps? Objectives: After reading this blog, you will have: An understanding of Salesforce Experience Cloud, including
How to Pass Salesforce Service Cloud Consultant Certification Exam
It has been more than nine years since I passed the Salesforce Service Cloud Consultant exam. In the past few months, many people reached out to me asking for guidance and a path to becoming a certified Service Cloud Consultant. That gives me an idea for writing a blog post
JotForm – Powerful Online Forms and Workflow Automation for Salesforce
Salesforce is the most robust and comprehensive sales, marketing, and operations based CRM solution available. The limits of what you can do with your customer data — once it’s in Salesforce — are bound only by your imagination and skill in navigating the ecosystem. But no two organizations are the same. Each