Data Transformation Using Dataflow Builder and Importing It into Einstein Analytics

Posted by Dr. Shiulee Chakraborty | Posted On November 9th, 2017|Salesforce, Salesforce Einstein

In continuation with my previous blog on how to prepare a dataset using dataset recipes, the next topic in this series is the transformation of data using Dataflow Builder. Dataflow JSON is set of instructions contained in a JSON file for loading data from multiple Salesforce objects, or existing datasets pulled from an external source,..

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When Is the Right Time to Hire a Salesforce Administrator?

Posted by Rajanikanth Damera | Posted On November 2nd, 2017|CRM, Salesforce

Salesforce holds something valuable that can’t be replaced: your organization’s data. That’s why it’s important to have a resource who knows how to take care of the data. The person who fills this role is a Salesforce administrator (SFA). At a minimum, an SFA does the care and feeding of Salesforce. However, many factors affect..

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What You Need to Know About Salesforce Einstein

Posted by Dr. Shiulee Chakraborty | Posted On October 24th, 2017|Salesforce, Salesforce Einstein

You may have heard about some or all of these: Salesforce Analytics, Wave Analytics, Analytics Cloud, Salesforce Einstein, and Einstein Analytics. In working with clients, we’ve come across the same questions about these products, prompting this article. The best place to start is with Salesforce Einstein. Simply put: Salesforce Einstein is artificial intelligence (AI) for..

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6 of the Most Useful Apps for Nonprofits on Salesforce AppExchange

Posted by Tom Jodis | Posted On October 11th, 2017|AppExchange, Lightning Experience, Nonprofits, Open SMS Pro, Salesforce, Salesforce Lightning, SMS Marketing

Nonprofits are always looking for ways to do more with less. Those using Salesforce can achieve that by putting apps from Salesforce AppExchange to work. This customer relationship management (CRM) system does much more than what comes out of the box. The valuable thing about AppExchange is that the apps are designed especially for use..

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Getting an App on Salesforce AppExchange – Part 3: Publishing

Posted by Srinivas and Rajani | Posted On October 5th, 2017|App Development, AppExchange, Custom Development, Salesforce

This is the final part of a three-part series to help you get an app on Salesforce AppExchange. Part 1 discusses planning for getting an app on AppExchange. During this phase, you’ll define the scope by considering key questions. Armed with your answers and a plan, you move forward with developing your Salesforce AppExchange app…

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Salesforce Pardot vs. Hubspot for Marketing Automation

Posted by Antara Bhattacharya | Posted On September 27th, 2017|Salesforce, Salesforce Marketing Cloud

One of the most common questions Salesforce CRM clients and prospects ask is whether to use Salesforce Pardot or HubSpot for marketing automation. Pardot has one distinct advantage where Salesforce is concerned. Salesforce acquired ExactTarget, which included Pardot. Thus the two systems are natively integrated, which means they work together seamlessly. However, HubSpot can be..

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Salesforce CRM: What You Need to Know to See If It’s Right for You

Posted by Rajanikanth Damera | Posted On September 21st, 2017|AppExchange, CRM, Salesforce, Salesforce Lightning

Customer relationship management (CRM) systems automate sales processes to help organizations start and build deeper relationships with prospects and customers. CRMs are powerful systems so shopping for one is no small undertaking. Ranked the No. 1 CRM platform in the world, Salesforce can be completely tailored to meet each organization’s needs. Salesforce offers a variety..

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How a Nonprofit Uses Salesforce to Grow Sales

Posted by Tom Jodis | Posted On September 7th, 2017|Nonprofits, Salesforce

A nonprofit has found a clever way to use Salesforce to create leads and grow sales. It’s just one of various innovative ways an organization can use Salesforce to be more successful. Here’s how the nonprofit uses Salesforce. Perhaps, it will give your organization some ideas on how to maximize Salesforce to get more leads…

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How to Integrate Salesforce with QuickBooks

Posted by Rathish Abraham Durai | Posted On August 31st, 2017|CRM, Salesforce

According to Gartner, Salesforce leads the CRM market for customer relationship management software. For small to mid-sized businesses, QuickBooks is the leading accounting software. To enhance efficiencies, savvy companies look for ways to connect these systems and make them work together. Benefits of Integrating Salesforce and QuickBooks Integrating Salesforce with QuickBooks makes it easier to..

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Getting an App on Salesforce AppExchange — Part 2: Development

Posted by Srinivas and Rajani | Posted On August 24th, 2017|App Development, AppExchange, Salesforce

Building an app and publishing it on the AppExchange feels daunting. This three-part series walks you through the process. The first part of how to get an app on AppExchange is planning, in which you answer a series of questions and review things to consider. Once you’ve nailed that, you can move forward with part..

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