Using Workflow Rules & Process Builder in Salesforce
Learn the best practices and key considerations for real-time Salesforce automation by using workflow rules and process builder.
Learn the best practices and key considerations for real-time Salesforce automation by using workflow rules and process builder.
This month’s insights for sales leaders include intent data, dynamic guided selling, outbound strategy, and account selection.
Salesforce’s Summer ’20 release introduces new changes that will impact Communities with guest user access. Here’s what you need to know to protect your Community.
We’re kicking off our new series of insights and best practices for Salesforce automation. To begin, we’ll be exploring workflow rules, process builder, flow, and apex trigger.
This month’s insights for sales leaders tackle everything from must-attend sales events to sales ops best practices.
Learn about the reasons why Salesforce is a viable, affordable and powerful tool for non-profits.
Find out the 5 best practices when setting up your Salesforce integration in Outreach from Lane Four’s Outreach expert and consultant, Joana Lourenço.
Sales engagement tools have expanded the possibilities of building account-based activity reports that are reliable, meaningful, and actionable. Take a look at these considerations to get the best use out of them.
A functioning contact-only assignment model actually relies on leads. But to make it work at scale, you’ll need help from these four lead management features.
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