Product Area: Sales cloud, Customer 360 Platform Industry: Healthcare Project Length (months) – Ongoing: 2 Country: The Netherlands Initial Challenge What specific challenges were you facing with Salesforce before the training? Before the training, we were encountering significant difficulties due to our limited knowledge of the Salesforce system. This lack of expertise was a considerable […]
Product Area: Sales cloud, Customer 360 Platform Industry: IT & Communication Project Length (months) – Ongoing: 4 Country: The Netherlands Introduction Netpresenter: Netpresenter is a pioneering and industry-leading company specializing in employee and emergency communication. Since 1995, Netpresenter has empowered organizations worldwide to achieve their goals through strategic and effective communication. Known for its innovative […]
Business case Johnny, a member of the board at company X, struggles to understand the lead journey within Salesforce. He wants to gain clear insight into how MQL, SQL, and Outbound leads are distributed. Jonna, the Salesforce admin, immediately starts thinking about how she can manage this in Salesforce. Out of the box solution Imagine […]
A service manager has a requirement to measure the actual time spent per ticket so that, at the end of the month, he can send invoices to his customers. Imagine a situation where the service rep needs to register his actual time spent on a ticket. A ticket comes in through email-to-cases and is routed […]
Salesforce offers robust approval processes to streamline your business workflows. In this blog post, we’ll explore how you can enhance standard approval processes to meet specific needs, such as sequential approvals based on roles and dynamic criteria using formula fields. Sequential Approvals Based on Role Hierarchy: By default, Salesforce allows only one approval process to […]
If you’ve been using Salesforce for a while, you’re probably familiar with the routine of searching the web to find the right formula for your business needs. It’s a common task for Salesforce professionals to spend time searching through forums and knowledge bases to discover the perfect piece of code. Sometimes, the formulas you find […]
The Salesforce Winter Release has introduced new features and improvements. Users, especially administrators, will find these updates helpful in making their daily tasks more efficient. The changes include enhanced search capabilities, automation of processes, and improved collaboration within teams. Search Capabilities and Admin Processes: Configure Searchable Objects: Admins can now decide which objects are searchable […]
Imagine a scenario in which your sales rep has the option to manually create a new quote from an opportunity record. When creating a new quote, the sales rep must fill in information fields manually, but there is a trick to configure this in Salesforce so that default values are present when the sales rep […]
We are a proud reseller of Appsago’s Download Security Pro. We believe that stores sensitive information in Files on Salesforce should be aware of the security risk that comes with it. Download Security Pro is the perfect tool to safeguard your sensitive data. In the digital age, data is invaluable. Unfortunately, with the ability to […]
