Salesforce multi-select picklists are notoriously tricky to use effectively. On the one hand, their benefits are understandably alluring. Like single-select picklists, multi-select picklists provide s...
This post is part of a series in which we explore problems that our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: Disorganized ...
Salesforce Forms are a critical component of data management in Salesforce. Users can create, edit, and update lead, account, and contact records through forms. These forms can be customer-facing or i...
Salesforce Activities are used to track the interactions that your team has with Salesforce accounts and the leads and contacts that are related to them. The Activities consist of tasks, events, and c...
Most businesses have some awareness of the importance of customer data cleanliness. Accurate data on your customers and prospects is critical for segmenting customers, injecting data into marketing au...
Salesforce multi-select picklists are notoriously tricky to use effectively. On the one hand, their benefits are understandably alluring. Like single-select picklists, multi-select picklists provide s...
“Dirty data” is a term that describes any piece of data you collect that has issues or errors. For many companies, most records in their database have some issues. A study of clinical data showed erro...
Salesforce Flow represents the future of automation in the Salesforce platform. Growing out of Salesforce’s Process Builder and Workflow features, Salesforce Flow allows you to automate complex busine...
An approval process is a form of Salesforce automation that allows for records to require approval before moving forward through an operation. Approval processes in Salesforce can be used in an almost...
Advances in technology and automation have resulted in less human interaction overall. But in today’s tech-driven world, customers, employees, and executives are looking to connect on a personal level...
Customer data is the core of every business. It dictates the way companies engage with customers and prospects. It plays a role across departments—marketing, sales, success, support—and ultimately def...
