Category: Salesforce

How to Use Dataloader.io: A step by step guide

Item 1 – The Export How to Export Using Dataloader.io If you’re new to the world of data loading and Salesforce, fear not – Dataloader.io is here. At first glance, it can be a bit intimidating, but once you’ve gone through the motions a few times it quickly becomes your best friend. “What exactly is…
Read more

 

June 20, 2017 0

Real-time Weather Integration with CRM Data

We live in a data-driven world.  With access to more online systems and information, we are constantly able to find new and creative ways to use insights from data to capture trends, logistics and risks for analysis. More exciting is how we can use this data with our CRM. I’ve been having some fun with…
Read more

 

June 2, 2017 0

Increase Sales Velocity with Communities & Salesforce Knowledge

Salesforce Knowledge consists of content your team can create to help customers answer their own questions either internally, public-facing or through user authenticated portals (your customer portals). As part of Salesforce’s Service Cloud, most organizations use the Knowledge feature to assist customers with self-service to take some of the load off support teams. Read: Implementing…
Read more

 

May 28, 2016 0