Attach CSV files to Salesforce Report Subscriptions
Whether your a Salesforce Admin or User you have most likely set up a report subscription to send yourself or your team a reminder. Perhaps you have one set up for Opportunities with no activity over the last 7 days. With the latest Summer Release, 20′ people...
What is Salesforce Einstein Opportunity Scoring?
You might have heard that Salesforce has released some exciting new Einstein features. One exciting feature that customers now have access to is Einstein Opportunity Scoring. What is Salesforce Einstein Opportunity Scoring? Salesforce Einstein Opportunity Scoring is a...
Task Queues Have Arrived: Here Is How You Can Use Them
Task Queues is an essential feature that admins and users have been waiting for, for quite a while now. Salesforce recently launched it during the Spring ‘20 Release in response to overwhelming user feedback. It has since proven to be a big hit for a number of...
How To Generate More Leads With Salesforce
As one of the leading CRM systems on the market, Salesforce enables you to automate virtually all types of lead nurturing and customer management processes. To guide you on how to set up your Salesforce org for lead generation, we’ll be going over 4 easy steps that...More blog
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