Archive for 2017

Highlights of Significant Changes in Einstein Analytics Winter ’18 Release

Posted by Dr. Shiulee Chakraborty | Posted On December 21st, 2017 |Salesforce, Salesforce Einstein

There is excitement in the world of analytics over the newest features of Einstein Analytics Winter ’18. In this release, the UI has been updated again. The changes mainly involve the import wizard and the addition of two more connectors. I have tried to summarize the release notes with all the new and improved features..

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3 Things You Need to Know Before Integrating Salesforce with Anything

Posted by Rajanikanth Damera | Posted On December 7th, 2017 |Salesforce

Integration is the process of connecting at least two applications or systems running on common or different platforms. Integrating two systems lets them talk to each other and share data. You cannot sync data or move data between different systems without integration. The sharing of data is one of many benefits of Salesforce integration. Integration..

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What Are the Benefits of Salesforce Integration?

Posted by Rajanikanth Damera | Posted On November 29th, 2017 |Salesforce, CRM

In today’s technology-driven world, many organizations depend on at least one mission-critical system. For example, Salesforce, as a customer relationship management system (CRM), holds important data about your prospects and customers. Furthermore, it provides reports and dashboards to help you make smarter decisions. If that data disappeared tomorrow, it would be a nightmare that no..

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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 |Salesforce, CRM

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 |Salesforce, Salesforce Lightning, AppExchange, SMS Marketing, Lightning Experience, Nonprofits, Open SMS Pro

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 |Salesforce, Custom Development, AppExchange, App Development

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

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 |Salesforce, CRM, Salesforce Lightning, AppExchange

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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