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Salesforce Live Agent: Salesforce Live Web Chat is a channel that facilitates communication between clients and agents, enabling them to receive the assistance they require at their convenience. In this blog, we’ll learn how to use this fantastic feature that Salesforce provides us with right out of the box and how to set up web
Salesforce Lookup Fields: Among the many field types you might have is a Salesforce lookup field. In essence, when you create a lookup field, you connect the field’s values to another object (like a table). Just a few, they can be used to establish a relationship for tracking, look up a value on linked lists,
Salesforce CTI: Computer Telephony Integration is referred to as CTI. Interaction between a computer and a phone system is made possible by CTI technology. The majority of call centres that handle a lot of incoming calls employ CTI. Call centres can use CTI to handle all phone calls using computers. Salesforce CTI is a solution
Salesforce Big Objects: Large-scale record query performance is limited in Salesforce. Particularly when processing queries and system performance suffers—let’s say you have more than 10,000 entries per object—because of your big data. That’s where Salesforce’s Big Object comes in. enters the scene. Let’s find out what a Salesforce Big Object is. By using Big Objects,
Surveys in Salesforce: Learn about Salesforce Surveys with us. Customer satisfaction is the primary goal of any business, regardless of size, as they are the foundation of any enterprise. Any interaction with a client is an opportunity to find out about any problems they may be having and address them; a survey is a great
Salesforce Dashboard: A sales dashboard is a graphic depiction of sales information, usually in the form of a graph or chart. It is housed inside a business’s CRM or sales analytics software and compiles pertinent metrics for a quick view of how sales are doing. A dashboard, when used consistently, may show sales teams where
Person Accounts in Salesforce: Person accounts allow for the keeping of personal data in a record that can function as an account when needed by merging specific contact and account fields into a single record. “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record,” according to
Salesforce Territory Management: If you are a sales team manager, you want everything to go as smoothly as possible. You want the business revenue to blossom like wildflowers, your team to be the greatest, the sales to pour in, and a contented sales staff. That would have been the best-case scenario without a sure, but
Salesforce Merge Contacts: In Salesforce, is it possible to link a contact to numerous accounts? People frequently have multiple employers. The important thing to remember is that one of the people you work with encounters your company in a variety of ways that could need to be recorded in Salesforce. (Many connections or affiliations). Organizations
Salesforce Knowledge: Informational pieces called knowledge articles constitute the foundation of your Salesforce knowledge base. Articles may cover procedure details, such as how to return your product to its factory settings, or frequently asked questions, such as what amount of storage your product can support. Internal writers and seasoned service representatives write the articles. After
