This post is part of a series that explores problems our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: An Active CRM Sync Made ...
Salesforce delivers many powerful features and tools for managing data. But many companies prefer to bulk-update and perform data maintenance with Google Sheets. Google Suite, the business subscriptio...
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, an...
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...
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...
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 almo...
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...
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 companie...
