November 23, 2022

Top 7 Salesforce Excel Connector Apps

Salesforce offers a powerful modern interface for managing data, but many companies prefer using Microsoft Excel for bulk updates and general data maintenance. Excel’s functions, advanced features, and familiarity sometimes make it an easy choice.

But this approach is not without problems. The constant process of filtering data, exporting segments, identifying issues, performing updates, and[…]

September 21, 2022

A Guide to Salesforce Forms for Data Management

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 internal forms used by employees to create and update records. Salesforce Web-to-Lead Forms can be integrated directly into your company website, like a contact form, ensuring that customer[…]

August 17, 2022

Salesforce Activities 101: Tasks and Events

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 calendars. Events and calendars are tied together, so we will treat them as one singular feature for this article.

Tasks and events act like record types, each with their own fields that can be[…]

August 05, 2022

How to Avoid the Pitfalls of Salesforce Multi-Select Picklists

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 standardization. They allow you to offer standard options instead of relying on a customer or employee to enter data into a text field.

Multi-select fields are ideal for specific types of situations.[…]

July 25, 2022

Salesforce Flow Cheat Sheet: Guide & Examples

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 business processes and manual data entry.

Flows are multi-step automated logical processes that allow you to create new records, edit, or delete existing records based on criteria that you define. Flows[…]

July 22, 2022

How to Create an Approval Process in Salesforce

 

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 limitless number of ways. Any time a person in your organization needs to check a record for any reason, automating that task helps save time and creates consistent processes.

From granting a[…]

July 17, 2022

4 Powerful Benefits of Salesforce Communities

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 once more.. 

Customers want to build closer, trust-based relationships with the brands and products that they love. Employees, especially in a world that is becoming increasingly driven by remote[…]

June 15, 2022

Salesforce ABM: Associating Leads and Contacts to Accounts

Some of the largest enterprise account-based marketing (ABM) teams in the world rely on Salesforce to execute their ABM strategy.

For many, ABM represents a more structured way to engage with companies and generate more valuable B2B leads. Companies that embrace ABM find that it outperforms other strategies. In a recent survey, 73% of B2B marketers agreed that ABM had exceeded their company’s[…]

April 09, 2021

Salesforce Duplicate Management: How to Automate Salesforce Deduplication

Tired of combing through your Salesforce, HubSpot, or Intercom databases by hand to identify to remove duplicate entries?

Duplicate Salesforce data can be a serious problem. It can be a drain on your marketing budget. It can hinder your sales team. It keeps you from having a single customer view that you will use to guide your interactions with them throughout the customer lifecycle.

A recent[…]

March 11, 2021

How Insycle Solves Common Problems with HubSpot and Salesforce Integration

HubSpot and Salesforce are two of the most popular marketing and sales platforms in existence today. Naturally, each platform specializes in specific areas and provides unique benefits, leading to many companies integrating both platforms into their daily processes.

Ensuring that HubSpot and Salesforce are connected and synced to share data between them is absolutely critical for maintaining a[…]

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