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
How to Pass Salesforce Certified AI Associate Certification Exam
As a newly minted Salesforce Certified AI Associate, I am sharing my study experiences with you and want you to be the next one to ace it! So, get ready and dive in! 👉 As you are here, you may want to check out the How to Pass Salesforce Certified
Fighting Revenue Leaks with AI, Data, and Admin Power
Revenue leakage is the hidden threat that all businesses face. From the initial stages of lead qualification to upselling and cross-selling, potential income can be lost at any point in the sales funnel to gaps and inefficiencies. In this article, we will explore how artificial intelligence (AI) and data can
How to Maintain Security in Salesforce Data Collection Workflows
Data security should be one of your main priorities if you collect, store, and manage personal information. Protecting data is especially important if your Salesforce data collection workflows integrate with multiple tools, such as a web form builder or payment system. Many regions and industries have strict data privacy laws