How do I enable customer community in Salesforce? From a contact’s detail page, click on the button labeled “Manage External User”. You should get a drop-down that says “Enable Customer User” (assuming you have a Customer Community). Select that option to enable the contact as a Community User. What is community user in Salesforce? How … Read more
Get the most of Hunter by making it work with the world’s most popular CRM Customer relationship management Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers’ history with a company, in order to better improve business relationships … Read more
How does Eloqua work with Salesforce? From Oracle Eloqua to Salesforce Uses contact data in Oracle Eloqua to update contacts and generate sales leads in Salesforce. A sales lead is created for each new prospect captured in Eloqua and for responses from existing contacts to a campaign or other marketing event. Can Eloqua integrate with … Read more
0:25 2:29 DocuSign eSignature for Salesforce – YouTube YouTube Start of suggested clip End of suggested clip And you can delight customers with a modern on-demand signing experience you can use DocuSign easeMoreAnd you can delight customers with a modern on-demand signing experience you can use DocuSign ease signature across multiple Salesforce clouds from any … Read more
DocuSign and Salesforce Integration Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Create documents and add content in DocuSign based on triggers. DocuSign allows you to send, sign, and track Salesforce agreements and approvals from anywhere, on any device. All your Salesforce documents are digitized for your records, following rigorous … Read more
In Salesforce, a discount is applied to the Sales Price of a product in order to reduce the total value of a line item. The discount is limited and controlled by Salesforce to be in the range 0-100%. You cannot have a discount more than 100% or less than 0%. A Discount percentage is entered … Read more
How does Demand Tools identify duplicates in Salesforce? Well, it’s pretty easy. The module includes three separate functions: single table dedupe, DupeBlocker, lead conversion. Full Answer Why demandtools for Salesforce duplicate management? Addressing the two key components of Salesforce duplicate management, maintenance and prevention, DemandTools is unrivalled in its approach to identifying and processing dupes. … Read more
Using Salesforce’s simple, yet powerful, technology, we help our clients dramatically redefine their connections with customers to inspire engagement, preference, and brand loyalty. We’re innovators, designers, and architects of the future who build solutions that put humans front and center. Deloitte Digital + Salesforce Drives Change Full Answer What is the difference between Salesforce and … Read more
Salesforce.com’s cloud-based product enables automatic acquisition and management of CRM records. The Data.com platform enables sharing of contact data (similar to what is found on business cards) among members through its large user-generated database. How does a Salesforce database work? The structure and working of the Salesforce Database help to unravel how Salesforce is able … Read more
Setting up powerful integrations to have your Salesforce to QuickBooks Online synchronized without code. … Simply hitting ’Start’ to have your Salesforce and QuickBooks Integrations initiated and the data sync automatically. The data will be transferred seamlessly in real time between QuickBooks and Salesforce. The connector can handle both standard as well as custom objects. … Read more