Tag: how to

  • Using Quip in Salesforce

    Using Quip for Project Documentation in Salesforce This is for teams that use Salesforce and Quip, but want to learn how to leverage Quip’s robust features for project documentation. We cover some best practices for creating collaborative project documentation using Quip for Salesforce. Why use Quip? You might be wondering why your team should leverage…

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  • How to Enable a Seamless Integration Between Marketo and Salesforce

    How to Enable a Seamless Integration Between Marketo and Salesforce

    It is crucial for a marketing organization to be able to manage and communicate with prospects and customers at every stage of the customer journey. To achieve this, you have to have the right marketing tools and processes in place. With Salesforce as the central hub of information for many organizations, ensuring your marketing automation…

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  • How to Create a Dedicated Integration User in Salesforce

    How to Create a Dedicated Integration User in Salesforce

    If you’re not sure what a Dedicated Integration User is or you’re not convinced there’s value in having an Integration User, check out our previous blog post: Why You Need a Dedicated Salesforce Integration User. Today’s post is aimed at Sales Operations leaders and Salesforce Administrators who are interested in the cost savings and increased…

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