Platform Tools

Salesforce Path: The Good & How It Can Be Improved

Salesforce Path is a key Lightning feature.Path guides users along steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal. Path is available for leads, opportunities, quotes, contracts, orders, and custom objects in Lightning Experience. Here is a short list of benefits of this powerful tool as well as features I believe …

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3 Reasons Salesforce Inbox Increases Efficiency & Drives Business

One of the most powerful components of Salesforce is it’s ability to connect all types of software. For Sales Cloud and Service Cloud users, one of the most important connections is email integration. Logging activities, application switching, scheduling meetings all take time. Efficiency is the key to success, and Salesforce Inbox provides the tools for …

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