Salesforce flow application: Setting up and an example

By Nitin Dangwal / February 19, 2021

Overview  Lightning Flows (AKA Flows) can assist you in automating complex business processes and manual data entry. It allows you to work smarter, not harder, by saving your users’ time and ensuring the required tasks are being accomplished.   As a Salesforce admin, flows can be one of the most effective and powerful tools in your…

February 22, 2021
Salesforce flow application: Setting up and an example

Overview  Lightning Flows (AKA Flows) can assist you in automating complex business processes and manual data entry. It allows you to work smarter, not harder, by saving your users’ time and ensuring the required tasks are being accomplished.   As a Salesforce admin, flows can be one of the most effective and powerful tools in your…


Sort Pipeline by Sales stages with Salesforce Tableau CRM (Einstein Analytics)

By Anshul Verma / February 15, 2021

Problem Statement  While working on a recent change with a Tableau CRM sales dashboard, we encountered (a bit late) that the sales pipeline view shows sales stages in the incorrect order. Ideally, you would want the pipeline view to reflect the stage in the same sequence as the sales process (for example Prospect, Propose, Negotiate, Close).  Sales…

February 17, 2021
Sort Pipeline by Sales stages with Salesforce Tableau CRM (Einstein Analytics)

Problem Statement  While working on a recent change with a Tableau CRM sales dashboard, we encountered (a bit late) that the sales pipeline view shows sales stages in the incorrect order. Ideally, you would want the pipeline view to reflect the stage in the same sequence as the sales process (for example Prospect, Propose, Negotiate, Close).  Sales…


Pardot vs Marketing Cloud: Learn what’s right for your Business

By Nitin Dangwal / February 12, 2021

Pardot and Market cloud are the two very powerful platforms provided by Salesforce. Both of them have lots of benefits and if you can explore their full potential, a brilliant performance is what you’ll get in return. The two tools differ in one way or the other and it is important you know which is fit for your…

February 12, 2021
Pardot vs Marketing Cloud: Learn what’s right for your Business

Pardot and Market cloud are the two very powerful platforms provided by Salesforce. Both of them have lots of benefits and if you can explore their full potential, a brilliant performance is what you’ll get in return. The two tools differ in one way or the other and it is important you know which is fit for your…


Pardot with Salesforce: 11 things to keep in mind in 2021

By Nitin Dangwal / February 10, 2021

Pardot is a Salesforce product that offers business to business (B2B) marketing automation. It helps users: Generate more leads and increase their speed through the sales pipeline conduct personalized campaigns better understand the entire marketing/sales process through useful reports  This software as a service (SaaS) works perfectly with the Salesforce customer relationship management (CRM). As…

February 12, 2021
Pardot with Salesforce: 11 things to keep in mind in 2021

Pardot is a Salesforce product that offers business to business (B2B) marketing automation. It helps users: Generate more leads and increase their speed through the sales pipeline conduct personalized campaigns better understand the entire marketing/sales process through useful reports  This software as a service (SaaS) works perfectly with the Salesforce customer relationship management (CRM). As…


7 reasons you need a Salesforce support and maintenance partner in 2021

By Nitin Dangwal / February 3, 2021

Salesforce is a popular cloud-based customer relationship management (CRM) platform. Its solution provides companies with a way to track customer cases and manage tasks and events. It also provides for the customer a way to view their own cases and to communicate with the company. There are many other features that Salesforce provides and they…

February 3, 2021
7 reasons you need a Salesforce support and maintenance partner in 2021

Salesforce is a popular cloud-based customer relationship management (CRM) platform. Its solution provides companies with a way to track customer cases and manage tasks and events. It also provides for the customer a way to view their own cases and to communicate with the company. There are many other features that Salesforce provides and they…


Recurring Billing with FinancialForce and Alternatives

By Nitin Dangwal / January 13, 2021

Enterprise resource planning (ERP) is a type of business management software. It ranges from things like customer relationship management (CRM) to business intelligence (BI). Salesforce is one of the most common CRMs available and is available as a software as a service (SaaS). Force is a cloud platform-as-a-service (PaaS). It shares similar features to Salesforce…

January 13, 2021
Recurring Billing with FinancialForce and Alternatives

Enterprise resource planning (ERP) is a type of business management software. It ranges from things like customer relationship management (CRM) to business intelligence (BI). Salesforce is one of the most common CRMs available and is available as a software as a service (SaaS). Force is a cloud platform-as-a-service (PaaS). It shares similar features to Salesforce…


7 Salesforce Hacks and Shortcuts You Didn’t know About

By Nitin Dangwal / December 4, 2020

So, you’re a Salesforce user? Do you enjoy using it or it makes you more productive? I’m certain that if we took a survey of users right here, we would have an enormous difference in answers. Besides, your company would have invested in Salesforce to assist you in executing your job more effectively, so you…

February 22, 2021
7 Salesforce Hacks and Shortcuts You Didn’t know About

So, you’re a Salesforce user? Do you enjoy using it or it makes you more productive? I’m certain that if we took a survey of users right here, we would have an enormous difference in answers. Besides, your company would have invested in Salesforce to assist you in executing your job more effectively, so you…


Salesforce Data Loader: Import & Export Data

By Nitin Dangwal / November 17, 2020

Salesforce is an excellent platform for customer relationship management(CRM), and it comes with lots of features. One of its most effective tools is the salesforce data loader. The data loader assists clients with the bulk import and export of data. Also, it allows salesforce users to update, insert, delete, or export their records conveniently. How…

February 22, 2021
Salesforce Data Loader: Import & Export Data

Salesforce is an excellent platform for customer relationship management(CRM), and it comes with lots of features. One of its most effective tools is the salesforce data loader. The data loader assists clients with the bulk import and export of data. Also, it allows salesforce users to update, insert, delete, or export their records conveniently. How…


10 Ways Email Services in Salesforce Can Help You Close More Deals

By Nitin Dangwal / October 15, 2020

It’s common knowledge in the tech side of the business world that Salesforce is a powerful customer relationship management (CRM) software solution. For this reason, it is one of the most popular CRMs on the market. It has a variety of different features that help its users increase their sales, one of which, email services,…

February 22, 2021
10 Ways Email Services in Salesforce Can Help You Close More Deals

It’s common knowledge in the tech side of the business world that Salesforce is a powerful customer relationship management (CRM) software solution. For this reason, it is one of the most popular CRMs on the market. It has a variety of different features that help its users increase their sales, one of which, email services,…


Salesforce Report Types for Best Data Visualization

By Nitin Dangwal / October 10, 2020

The Salesforce customer relationship management (CRM) software is one of the most popular options available on the market. An elegant interface and advanced data analytics are just some of the reasons why this CRM is chosen by so many companies globally. However, in order for a business to make the most out of their Salesforce…

February 22, 2021
Salesforce Report Types for Best Data Visualization

The Salesforce customer relationship management (CRM) software is one of the most popular options available on the market. An elegant interface and advanced data analytics are just some of the reasons why this CRM is chosen by so many companies globally. However, in order for a business to make the most out of their Salesforce…