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Salesforce - CX Demo - Page 79
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Category: Salesforce

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How to Build a CI/CD Pipeline for Salesforce

Digital transformation and the shift to online operations means companies are increasingly reliant on Salesforce to manage many of their operations. New business requirements and opportunities are steadily increasing the workloads for Salesforce teams. Against this backdrop, teams are turning to CI/CD to automate manual… Read More

How to Send a GIF on Slack: Animate Team Chats Now!

Having joined the Salesforce family this summer, Slack’s integration with Salesforce has been a hot topic all year. For the more visual communicators out there, “Giphy for Slack” is a particularly exciting new collaboration.  As the undisputed home of GIFs, stickers, and clips, Giphy has… Read More

Document Management in Salesforce: The Ultimate Guide

Managing documents and information is part of every business process. However, many business processes run on multiple IT systems, which means that documents can be created and stored in a number of different places. For these business processes to run smoothly, everyone involved needs to… Read More

Customer Self-Service with Salesforce: 5 Top Tips

We all know that customers lose trust if your customer service is not up to scratch. The increasing number of customers that switch brands due to insufficient or poor customer service is not something new. According to customer retention statistics, 33% of US consumers abandon… Read More

Salesforce Validation Rules for Sales Cloud and Service Cloud

Validation Rules in Salesforce verify that the data entered by a user meets certain criteria before the user can save the record.  Salesforce Admins set up the rules as statements that must be ‘true’ for the record to be saved – in other words, the… Read More

Your Guide to Salesforce Roles & Responsibilities

With the Salesforce ecosystem expanding at such a rapid rate, IDC predicts that by 2024, 4.2 Million new jobs will have been created. As Salesforce also expands its product suite through innovation and acquisition, the landscape of Salesforce roles and responsibilities is constantly changing. There… Read More

[Webinar] 5 Amazing Use Cases for SMS & WhatsApp on Salesforce

SalesforceBen.com is pleased to be teaming up with Mogli SMS to bring you a free webinar to discuss use cases of SMS & WhatsApp, and how to choose the right app. SMS & WhatsApp are 2 of the most widely used digital communications platforms in… Read More

Create Lightning Web Components (LWC) Using Quick Actions

In a user-centric world, we enable our users to do more by placing the right information in the right place at the right time. From the Summer ‘21 release, you can now invoke a custom Lightning Web Component on a record page using Quick Actions!… Read More

Salesforce Web Forms: Guide to 3+ Options

Web forms are essential for capturing and importing both prospect and customer data into your Salesforce org. You can add forms on your website and landing pages, as well as portals like Salesforce Community (Experience Cloud), or embed via third-party applications.  When it comes to… Read More

Merge Duplicate Records in Salesforce Lightning

The ability to merge duplicates in Lighting has been around since the Winter ‘22 release and yet many people are unaware of this feature or how to use it effectively! There is very little content out there on this topic and we are here to… Read More