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Salesforce Account Plans: The New Feature Your Sales Users Will Love
Effectively managing account strategy, related goals, and stakeholder involvement is something every account manager has to do in order to nurture customer relationships during the sales cycle....
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Discover the New Sales Cloud Mobile Experience
Perhaps now more than ever, modern sales teams expect tools to keep up with their pace, supercharge their productivity, and present the information they need wherever they are working. With so much...
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How to Prepare for a Salesforce Forecasting Implementation
Is your organization ready for forecasting? What can you do to prepare for a forecasting implementation in Salesforce? In this article, I will give guidance to Salesforce Admins who want to implement...
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Transitioning Fields in Salesforce Case Object Using Apex Mapping
People in organizations rely on categorizing data in different ways to make sense of what is happening on a day-to-day basis. As businesses expand, there is an increased demand for more granular...
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Nurture Leads 24/7 With Agentforce for Sales – Now Generally Available
Ensuring that Leads are worked in a timely manner, either by sales or sales development reps, is a goal as old as time across companies of all sizes and industries, and for both sales and marketing...
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Sales Cloud: Top Salesforce Spring ’25 Features
Spring is in the air, and Salesforce’s latest Sales Cloud updates are here to breathe fresh energy into your sales strategies! The Spring ’25 release is blooming with innovative features designed to...
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Supercharge Your Partner Ecosystem With Salesforce PRM
Considering any given company’s range of products across various industries and applications, partners and resellers have the potential to become indispensable collaborators – not only in ensuring...
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Can OpenAI’s Operator Handle Salesforce Admin Tasks?
The conversation about AI agents and their capabilities is at an all-time high, with innovations and new products appearing seemingly every day, stirring interest and curiosity across all industries....
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Sales Cloud Go: Dive Into the New Sales Cloud Setup Experience
Between the numerous amazing updates the previous releases saw across the entire platform, there has also been a significant enhancement to the way teams will be able to discover, review, enable, and...
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Salesforce Spring ‘25 Release: New Flow Approval Process Capabilities
Similar to workflow rules and process builder, Approval Processes have been around for a long time. They help Salesforce professionals build multi-step processes to control how records are approved....
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