Salesforce Apps

HowTo

Unleashing Salesforce OCR Power for Event Data Digitalization

Are you swimming in business cards after a grand event? Wondering how to transfer that data into your Salesforce CRM...

Creating Customizable Forecasting Reports in Salesforce

Forecasting is an essential component of sales management since it aids in planning and educated business decision-making. You can manage...

Salesforce Budget Management Across Diverse Teams

What Is Salesforce Budget Management? A Salesforce budget management is like a money plan. It tells you how much you...

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How to Build a Custom Customer Service Agent KPI Dashboard in Salesforce

The digital landscape of businesses today emphasizes the significance of metrics and indicators. Much like checking a patient’s pulse provides...

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How to Implement Bonus System in Salesforce

Each company has employees, so each company pays compensation, as straight salary, commission, or combined as salary + commission +...

Setting-Up-a-Bonus-System-in-Salesforce

How to Build a Custom Sales Funnel in Salesforce

A sales funnel is a term commonly used in marketing to encapsulate and delineate the pathway that prospective customers traverse...

how-to-create-a-funnel-report-in-salesforce

Salesforce Time Tracking: Your Secret to Business Success

Nowadays the aphorism “time is money” couldn’t be more pertinent. Particularly in the corporate sphere, effective time management isn’t a...

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How to Automate Salesforce Sales Compensation Counting

Understanding how sales compensation works is essential for both companies and sales reps. In this guide, we’ll talk about what...

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How to Implement Referral Salesforce Commission Calculation

Let’s talk about why figuring out commissions for your sales team is smart for your company. It’s not just about...

Referral-Salesforce-Commission-Calculation

Setting up Sales Team OKR in Salesforce

Unlocking Success with OKR In the fast-paced world of business, setting goals and measuring progress is crucial for success. One...

Setting-up-Sales-Team-OKR-in-Salesforce