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The Cost of Misconception: Why Differentiating Administrators and Business Users Matters
Technical solutions are a critical component of a well-run organization. But there’s a common misconception that’s costing companies time, money, and efficiency. Just because someone can use a tool doesn’t mean they should be administering it. Let’s break down the critical difference between administrators and users. Defining the Roles The Nuance of “Admin-like” Functions Every…
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Getting Started with CRM Analytics (Formerly Einstein Analytics)
Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been growing exponentially every day, exploring data manually has become a bigger challenge” (click here to read more). CRM Analytics (formerly Tableau CRM, formerly Einstein Analytics)…
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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 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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Why You Need A Dedicated Salesforce Integration User
Salesforce is the most powerful CRM in the world, in large part because of how diverse the ecosystem of tools that can be integrated with it is. Organizations have long seen the benefits of expanding the value they get out of Salesforce by integrating their marketing automation, data enrichment, collaboration, and productivity tools with their…
