Salesforce CRM Blog

TECHNICAL | BUSINESS | GENERAL

Creating Custom Salesforce Lightning Apps

Creating Custom Salesforce Lightning Apps

A distinct function of the Salesforce Lightning Experience is that it offers inside sales and sales management teams the ability to create custom apps. If you're new to the Lightning Experience, you may not know what Lightning apps are or how to use them, so let's...

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Benefits of Salesforce and Epicor Integrations

Benefits of Salesforce and Epicor Integrations

Integration solutions between Salesforce and Epicor can be revolutionary for any company wanting a comprehensive solution between their ERP and CRM platforms. The benefits extend beyond improving internal communications and customer relations, and in most cases,...

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Logs and Records in Salesforce-Epicor Integrations

Logs and Records in Salesforce-Epicor Integrations

In a previous blog on concurrency issues in Salesforce-Epicor integrations, we looked at handling round-robin updates in the integration and troubleshooting tactics. Along the same lines, there are some best practices your team can employ to gain detailed information...

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How Can We Survive as a Business Today?

How Can We Survive as a Business Today?

During this time of isolation, every business can benefit from a redirection of attention, whether you're a local Fortune 500 company or a small business. It begins by asking yourself the following questions: What do I need to do to change my business model?Can I...

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CRM Trends to Watch in 2020

CRM Trends to Watch in 2020

Customer Relationship Management (CRM) has become the premier technology for business and the fastest growing software industry. While their popularity continues to grow — roughly 91% of companies with 11 or more employees now use CRM technology — so do the features...

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Configuring Salesforce Home Tabs

Configuring Salesforce Home Tabs

As a Salesforce Partner, we get asked all sorts of questions to support our client base. Recently a set of excellent questions was asked by one of our clients, "How do I change the layout of the home tab, and what is included on the home page?" "Is it based on user...

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Best Practices to Empower Your Salesforce Team

Best Practices to Empower Your Salesforce Team

Empowering your team with the knowledge to develop better products and services, improve the customer experience, and increase opportunities is the key to using best practices with Salesforce. You have invested in Salesforce but implementing across your team has been...

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Optimized Customer Engagement with Salesforce

Optimized Customer Engagement with Salesforce

Data is the lifeblood of creating an ideal customer experience, and it's the best way to develop long-lasting relationships with returning customers. No matter what your market looks like, having concise data for customer profiles is essential to winning their trust...

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How to Shop for a CRM System

How to Shop for a CRM System

Customer Relationship Management (CRM) software has evolved from a niche business system for helping companies maintain and grow relationships with new and existing clients organization-wide tools. Most CRMs these days can help with customer relations and include...

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Salesforce’s New Cloud Opportunities

Salesforce’s New Cloud Opportunities

Cloud-centric business is blowing up right now, and no matter what your industry is, the cloud is making its way in. However, cloud solutions need to be different for each business, and Salesforce is making headway around customized cloud services for various...

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Common Interruptions for New Salesforce Admins

Common Interruptions for New Salesforce Admins

So your company is new to Salesforce, and your team wants the most out of their new CRM promptly. Like any new system, though, you and your team must understand what they need to do to leverage the benefits. When it comes to Salesforce, implementation is pretty...

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Contact Naming Conventions in Salesforce

Contact Naming Conventions in Salesforce

In Salesforce, you need insight into your business and your data and that starts with the people you're doing business with. In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you're doing business with,...

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Merging Unrelated Records in Salesforce Lightning

Merging Unrelated Records in Salesforce Lightning

Salesforce has great features that allow you to prevent duplicate records from being added. Using a combination of Duplicate Rules and Matching Rules, you can prevent duplicates from being added and also merge existing duplicate records that exist. However, you can...

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Tips for Data Migration to Salesforce

Tips for Data Migration to Salesforce

Migrating your data to Salesforce should be considered a serious task. Migrating bad data causes adoption problems, customer relationship issues, decrease review and diagnostic problems. A data migration strategy should be put into place that includes stakeholders...

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