Salesforce Ideas and Insights

RECORDED WEBCAST

Streamlined Order-to-Cash using NetSuite and Salesforce CPQ

Join product leaders in a demo of an integrated Order-to-Cash process using Salesforce Configure-Price-Quote (CPQ) and NetSuite systems.

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Salesforce alert — API retirement

Modify or upgrade applications to function with the most current API versions to avoid any disruptions caused by retired versions.

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Favorite Salesforce feature insights

In this month’s feature, we evaluate Spring ’21 release changes to Process Builder, as well as how Optimizer can improve system performance.

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Consider your internal team roles in any Salesforce implementation

Finding a Salesforce partner, part 6: Client participation in a Salesforce project is critical. Roles should be well coordinated.

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Social channels: Meet customers where they are

Digital engagement, part 3: Engage with customer conversations across social channels with Salesforce Digital Engagement.

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Two way messaging with customers

Digital engagement, part 2: Salesforce Digital Engagement connects multiple messaging systems for a seamless customer service experience.

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Engaging with your customers across any channel

Digital engagement, part 1: Connect multiple digital channels into one, easy-to-manage platform seamlessly with Salesforce

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Using partner portals to improve partner relationship management

Creating community, part 5: Create and scale quality, collaborative partner portals using Salesforce Partner Experience Cloud.

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Find ways for self service to improve the customer experience

Creating community, part 4: Build self-service facilities using Salesforce to empower customers and enhance the customer service experience.

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Salesforce Knowledge accelerates the customer experience

Creating community, part 3: Quickly unlock the power of quality customer service interactions through Salesforce Knowledge.