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Showing posts from March, 2024

What are Platform Events in Salesforce & How to Create Them

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  Salesforce became the #1 CRM in the world by becoming the best in handling data. All of its features and benefits revolve around the same word, and the efficiency with which it works is the bedrock for the massive success of this platform. This CRM gives you the ability to connect various processes and  third-party applications  via a technique that aids in moving real-time data across them. Known as Platform events, this process is the most coherent way to move & update data. Platform Events Platform events exchange information sent through a channel to consumers. Usually, this information is the change that the customers need to know. Need for Platform Events One might think about the need for platform events; Why not ask when you need the information update? The #1 issue with the aforementioned approach is the API call limit. Keeping that into consideration, platform events won’t wait for multiple customer requests for information but will broadcast the changes t...

Streamlining Your Business Operations with Salesforce Mobile App

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  Maximizing customer satisfaction is the need of the hour and what’s better to manage your customers than the #1 CRM platform, Salesforce? The competition is continuously on the rise in today’s business world and augmented customer experience assures you remain ahead in the game. Salesforce, being the world’s most trusted and reputable Customer Relationship Management (CRM) software helps you reach this goal. However, the desktop version restricted its use in the office premises only. To overcome this limitation, Salesforce introduced its mobile application with some advanced features & functionalities. Let’s see how implementing the  Salesforce mobile app  can be profitable for your business- Yield More Potential Leads - Begetting potential leads has become super easy with the Salesforce mobile app. It is power-packed with various underlying features. For instance, you can get access to useful insights about leads, tasks, meetings, or calls using the Lightning mode ...

Tips to Prepare Your Salesforce Data for a Perfect AI Integration

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  Salesforce is the finest   Customer Relationship Management (CRM)   software available today. It lets you keep a proper track of customer interactions and sales data. However, leveraging this data to gain a competitive edge can be a challenging task. Artificial Intelligence (AI) has emerged as a powerful tool with the potential to upgrade your business by improving its efficiency, accuracy, and decision-making. Following the trend, Salesforce also introduced AI to transform the user experience and deliver a comprehensive view of visitors, customers, prospects, or subscribers. However, to secure maximum benefits, you need to ensure that the data is thoroughly clean, organized, and structured for the AI algorithm to understand. Salesforce Integration Partners can help you achieve this goal. Let’s see how you can clean your Salesforce data for a successful AI integration . Filter out duplicate or irrelevant observations The first step in the data-cleaning process involves ...