Admins

Data drives today’s customer experience, as businesses compete to improve their services. The problem is that if you don’t manage your customer data well, you won’t be able to take…

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DLRS (Declarative Lookup Roll-up Summaries) is an important managed package for building roll-up summaries between lookup relationships.The open-source tool provided by Andy Fawcett makes defining roll-ups using standard user interface…

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Marketing Cloud allows you to create simple or complex customer journeys based on subscriber engagement (or data in the Marketing Cloud database, or other systems).In the Journey Builder, you can…

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It’s possible to create simple or extremely complex, depending on what you’re looking for.We will begin with Flow basics, before focusing specifically on how you can get started using Salesforce…

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To understand a topic better, data is collected from specific sources. There is a wide variety of these processes across industries. Data can be collected through surveys, focus groups, observational…

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Salesforce, which is often referred to as “Customer 360”, allows businesses to connect different parts of their business to Salesforce, giving them a 360-degree view of their customers. Salesforce provides…

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Metadata is your Salesforce org’s fundamental basis, allowing you to control key business processes, important permissions, and security settings. While most Salesforce backup providers safeguard data such as client data, do…

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Using Salesforce Path, you can see a record’s progress through a process in a chevron diagram, along with key fields and guidance for each stage. It can be used on…

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The processing of payments is an essential part of the operations of any modern business. Salesforce is used by more than 150,000 companies as their CRM, so handling billing through…

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