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Attach CSV files to Salesforce Report Subscriptions

Attach CSV files to Salesforce Report Subscriptions

by | Aug 13, 2020 | Blog, Sales, Salesforce, Salesforce Admin

Whether your a Salesforce Admin or User you have most likely set up a report subscription to send yourself or your team a reminder. Perhaps you have one set up for Opportunities with no activity over the last 7 days. With the latest Summer Release, 20′ people...
What is Salesforce Einstein Opportunity Scoring?

What is Salesforce Einstein Opportunity Scoring?

by | Jun 18, 2020 | Blog, Sales, Salesforce, Salesforce Admin

You might have heard that Salesforce has released some exciting new Einstein features. One exciting feature that customers now have access to is Einstein Opportunity Scoring. What is Salesforce Einstein Opportunity Scoring? Salesforce Einstein Opportunity Scoring is a...
Task Queues Have Arrived: Here Is How You Can Use Them

Task Queues Have Arrived: Here Is How You Can Use Them

by | Apr 10, 2020 | Blog, Salesforce, Salesforce Admin

Task Queues is an essential feature that admins and users have been waiting for, for quite a while now. Salesforce recently launched it during the Spring ‘20 Release in response to overwhelming user feedback. It has since proven to be a big hit for a number of...
How To Generate More Leads With Salesforce

How To Generate More Leads With Salesforce

by | Mar 25, 2020 | Blog, Sales, Salesforce, Salesforce Admin

As one of the leading CRM systems on the market, Salesforce enables you to automate virtually all types of lead nurturing and customer management processes.  To guide you on how to set up your Salesforce org for lead generation, we’ll be going over 4 easy steps that...
How Does Salesforce Manufacturing Cloud Improve Production, Procurement, Distribution and Revenue?

How Does Salesforce Manufacturing Cloud Improve Production, Procurement, Distribution and Revenue?

by | Mar 20, 2020 | Blog, Salesforce, Salesforce Admin

Salesforce Manufacturing Cloud is a relatively new cloud designed specifically for businesses in the manufacturing sector. It enables your ops and sales team members to collaborate effectively with a centralised view of client requirements and the market. This, in...
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