If you are looking for a solution to integrate Gmail and Google Calendar with Salesforce.com CRM – there are several approaches and apps available. Integrating Gmail and Calendar with Salesforce is also possible with Salesforce Einstein Activity Capture feature.
[Read more…]Document Merge for Salesforce CRM using WebMerge
What is WebMerge
WebMerge is an online document generation platform created to help users streamline various paperwork processes.WebMerge can help you make Word documents, prepare Excel spreadsheets, set up PowerPoint presentations, and create PDF files on the fly. Moreover, this application offers data routing features, delivery solutions, multiple user access options, data uploading tools, and more.
[Read more…]How to setup Salesforce Field service
What is Salesforce Field Service Lightning
Field Service Lightning (FSL) helps in scheduling the correct person or team to complete the work at the customer’s site at the right time.
[Read more…]Using Formstack with Salesforce
Overview of Formstack
Formstack is an online form building tool. We can create simple, complex or short forms according to your business requirements. Formstack helps you in collecting and storing pivotal information. Formstack allows you to gather information, but it also makes it possible to perform valuable analysis and gain insights regarding the key performance areas.
[Read more…]Salesforce Service – Major issue with File system
Salesforce.com has announced on its website https://status.salesforce.com/ that there is a major issue with Salesforce files. According to Salesforce the issue started at 3.05 UTC the File application in 8 data centers. Due to this issue customers whose servers are in those data centers are not able to read, upload or access files.
Salesforce team has indicated that –
[Read more…]” The Salesforce Technology team has identified an issue with Salesforce files. During this time, clients may experience inability to read or write files and attachments.”
https://status.salesforce.com
Salesforce Implementation Cost | Salesforce Pricing
Cost of Salesforce Products and Implementation Services:
Salesforce is the leader in the world CRM market with an enviable list of clients including some of the largest brands and Fortune 500 organizations. Being in the cloud and SaaS (Software as a Service) model – Salesforce.com is also used by several small and mid-size organizations worldwide. If you are reading this – you are definitely considering or evaluating Salesforce for your organizations.
[Read more…]How to get 10 free Nonprofit licenses of Salesforce
If you are an eligible Nonprofit organization you can get 10 free Nonprofit licenses of Salesforce.com through Power of Use program of Salesforce Foundation. In this post we are explaining about the eligibility and process of getting the free licenses.
[Read more…]Top Seven Features of Salesforce Nonprofit Success Pack (NPSP)
Want to know what are the Top Features of Salesforce NonProfit Success Pack (NPSP)? In this post we will be listing the top seven features of NPSP
[Read more…]Introduction to Salesforce Lightning Scheduler
Lightning Scheduler : In this article we are giving an overview of Salesforce.com Lightning Scheduler. We will be discussing its features, its pros and cons and its differences with Field Service Lightning.
[Read more…]Zoho Desk – Five most underused features
Zoho Desk users use Tickets, Customers, Knowledge Base (KB) and Tasks to serve the their basic requirement. In addition to the common features that are used frequently – here are five most underused features of Zoho Desk.
Zoho Desk can be used more effectively by using the following features.