How to Sync Opportunity Closed Dates with Outlook Calendar
Sales reps spend a lot of their time on Microsoft Outlook. Helping them to access and view all the necessary information in one place goes a long way in saving their time. While Salesforce does have an Outlook integration feature available, there are certain scenarios...
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How To Setup Salesforce Knowledge in FSL App
You can take customer experience to the next level by empowering your field technicians with mobile access to useful information needed to complete their service appointments or tasks. This will not help the technicians deliver services or resolve issues quickly but...
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How Salesforce CPQ Creates Accurate & Professional Quotes.
Many sales teams face problems automating and quickly creating accurate price quotes. Automating the process of creating pricing quotes can be tricky. A one-size-fits-all approach doesn’t fit here as organizations have varied product categories, pricing, and discount...
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Your Data Tells the Story! Visualize With Salesforce Einstein Analytics Dashboards
Organizations now depend on data visualization to communicate information and to influence their audiences. Data visualization allows for visual storytelling, and new advanced capabilities can enable more significant interactions and decisions. In this post, we will...
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Sage Salesforce Connector
The AppShark Salesforce-SAGE Connector enables businesses to create instant connectivity between Salesforce and Sage ERP. The AppShark Salesforce-SAGE integration solution enables organizations to do more throughout the enterprise, simplifying business processes, and...
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Role of Salesforce Einstein in Service Cloud
Nowadays all organizations of all sizes are facing new challenges in giving consistent quality services to their customers. Customer service is a crucial part of any organization. Because it is a vital part of a business, organizations are reconsidering their customer...
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Want to sell more? Tell Me How – Predictive Analytics Can Help You
Predictive analytics is an extension of advanced analytics allowing the user to make predictions about unknown future events. It adopts varied approaches from data mining, statistics, modeling, machine learning, and artificial intelligence to evaluate present data and...
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How to Connect External Data Sources with Einstein Analytics
One of our clients was looking for a Sales Performance Pipeline dashboard capable of connecting to a large external data source. Most admins are experienced in creating dashboards using the data which is available in the Salesforce org, but in this example, the sales...
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Is Your Organization Ready for Einstein?
Data Quantity For every organization, data is the core essence which needs to be managed meticulously. The data captured is wide-spread, cluttered, massive, complicated and disorganized. The errors in the data have to be looked upon and corrected. It is essential to...
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How to Decide if Marketing Cloud is Right for Your Business Needs
Organizations spend a considerable amount of resources and budget on Marketing. Recently, marketing has become largely automated. Although the process has been automated, the marketing team still has to create, curate and set up the automation rules. Multi-channel...
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Things You Should Know About Your Data for Visualization
Data has been portrayed as the raw material for business and the revolution of the 21st century. The volume of information utilized as a part of the company, research, and development are huge, and it keeps on developing. It winds up increasingly hard for a client to...
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Do These 4 Things to Get a Huge ROI on Salesforce
Customer relationship management (CRM) systems help organizations manage all their interactions and relationships with clients and prospects. Used to the fullest, a CRM increases profitability, as users can do more selling and less administration. CRMs accomplish this...
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6 Reasons to Integrate Salesforce with Your ERP
Are you missing out on 80% of the ROI from Salesforce? There is an easy way to change that. You see, more than half of the ROI opportunities come from integration, collaboration, and extension, according to a study done by Nucleus Research. Could it be time to...
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4 Reasons That Will Make You Migrate to Lightning Experience
Upgrading software can be an awesome or blah-some experience. How it turns out all depends on the features, benefits, user experience – and the bugs. Of course, bug-free is the goal! But in the real world, there will at least be some minor ones to work through. The...
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Highlights of Dreamforce 2017
Dreamforce 2017 kicked off with an opening keynote on Salesforce Einstein Analytics and how it caters to diverse enterprises like real estate, health, insurance, philanthropy, IT, and Services. It highlighted new capabilities in the product and the announcement of a...
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How to Find the Best Salesforce Consulting Partner
Your Salesforce customer relationship management (CRM) system should be one of your organization's most prized possessions. The data that lives in Salesforce is unique to your organization, and the CRM holds everything you know about your customers and prospects. But...
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Highlights of Significant Changes in Einstein Analytics Winter ’18 Release
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...
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3 Things You Need to Know Before Integrating Salesforce with Anything
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...
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What Are the Benefits of Salesforce Integration?
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...
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Data Transformation Using Dataflow Builder and Importing It into Einstein Analytics
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...
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