A GUIDE TO SALESFORCE LIGHTNING KNOWLEDGE
Salesforce lightning knowledge gives the ultimate support tool to agents, customers, partners, and website visitors the ultimate support tool. A knowledge base is simply a collection of articles with relevant information about the products and services, to inspire a self-service model for customers to solve their own queries, which leads to case deflection. It is now known to all that Salesforce Lightning has established its presence everywhere, so Salesforce Knowledge is no exception. In this blog, CloudVandana will let the visitors know the basics of Lightning Knowledge so that users can plan when they are migrating from classic or rolling things out for the first time. Salesforce Lightning Knowledge All internal users with reading permissions can read knowledge articles. But to publish, archive, delete, and manage articles, users need additional permissions. If users have been using Knowledge for a while in Salesforce Classic, then they can use Lightning Knowledge Migration Tool to convert the Classic Knowledge articles into Lightning. Licensing The licensing requirements for knowledge depend on the edition of Salesforce. With few essentials and unlimited editions, Lightning Knowledge is available as a part of Service Cloud for no additional cost. For Professional, Enterprise, Performance, and Developer editions, Lightning Knowledge does have an additional cost associated. Access Considerations The data of Lightning Knowledge is different from the classic knowledge, so the access is also different. In lightning knowledge, all articles are on a single Salesforce object. This object is called Knowledge. Users can read, create, edit, and delete articles based on their knowledge permissions. But special lightning Knowledge User Permissions primarily focus on Publishing, Archiving, And translating. The Knowledge Lifecycle The knowledge Lifecycle is cyclical and stresses continuous improvements to content. To support the Knowledge Lifecycle, Lightning Knowledge has introduced version control. Now every article will have a version number, and whenever the user needs to make changes to a published article, the user can edit it as a new version and then republish it. Articles Distribution Once the articles are published, users can share them with a huge audience through various channels. The audience is segmented into 4 groups. The internal channel is for internal users only. This type of content includes company policies, onboards, and internal Salesforce process documentation. Partner shares the content with partner licensed users within a Partner Community. This content includes sales process, guidelines, tips, and tricks for selling, or product updates. Customer channel is one of the most important channels as it is critical for customer self-service and case deflection. It is ideal for customer-facing FAQs, troubleshooting articles, and step-by-step guides. The public channel exposes the knowledge content to guest users. There are Salesforce AppExchange Apps that enable audiences to expose public knowledge articles on non-Salesforce pages. Approval Processes An approval process can be created for articles. This is invaluable for controlling the published content, especially, if the content needs to be screened for customer-facing articles. The approval process for knowledge articles works more or less like any other article, but there are a few approval actions that are distinctive to knowledge- Knowledge Actions. Features Rating Rating is an important feature of Salesforce knowledge. Rating lets the users rate the content. In Salesforce Classic, the rating system was a 1-5 star rating, but in Salesforce Lightning Knowledge, it is a thumbs-up or thumbs-down rating system. These voting buttons can be added or removed from pages as needed so the author can control who can vote on what article. For Lightning Pages, the Article Thumb Vote component provides voting options to the users. Data Categories One of the important features of Salesforce Knowledge is Data Categories and Data Category Groups. These are two major functions-article organization and article access. Data categories allow the user to organize the article content in a hierarchical way. They can be grouped into Data Category Groups. Topics Adding topics lets the user easily classify them based on their content and provides easier searching within the knowledge base. Topics are generally different from Data Categories as they don’t drive article access in any way, and they are not hierarchical. So this was an overview of Salesforce Knowledge. Do you have any queries or suggestions regarding this article? Please feel free to take a consultation call with CloudVandana for any Salesforce-related requirements. Request a Free Consultation YOU MIGHT ALSO LIKE
7 SIGNS OF UNDERPERFORMING SALESFORCE
Salesforce is recognized as the #1CRM across the world. Organizations select this CRM solution for business enhancement. Salesforce always keeps its customers satisfied with innovative solutions. But if the platform delivers below performance than the expectations, then the customers should look after the whole process once again to get the highest benefit from this CRM solution. Though the implementation process of Salesforce is very easy, still it is highly recommended to get the whole process done by a registered Salesforce Partner LIKE CloudVandana to get the full ROI of the Salesforce investment. People sometimes don’t get to know if the Salesforce implementation is underperforming within an organization. Today, in this article, CloudVandana will elaborate on 7 such symptoms so that users can be aware of the underperformance of Salesforce. 7 Underperforming Signs 1. Complaints Too many complaints are always a bad sign. If the users or the team is facing some problems regarding the speed of the CRM system or any kind of complexity that the team is facing while using the tool then it is definitely a matter of concern. 2. Wrong Data Wrong data can come in many ways. If the sales team is spending too much time with wrong contacts, calling wrong numbers, too much wrong cold calling, or searching for proper data, then wrong data can enter in the results. Salesforce admins need to pay attention to this matter immediately for a seamless sales process. 3. Integration Error The integration process of Salesforce is easy, but it can lead to errors if the process is not done through a Salesforce Consulting Partner or a Salesforce Expert. In such cases, organizations need to contact a Salesforce expert or a consulting partner who can resolve the issue immediately for an uninterrupted Salesforce CRM. 4. Low Adoption Salesforce automates all the business processes. But if the sales team still uses any old method instead of Salesforce CRM, due to lack of expertise, there might be a low adoption problem. So all the employees of different profiles should be basically trained with the adoption process of Salesforce to reach the target. 5. Open Incidents If the users feel that the quality of Salesforce is decreasing in each deployment, then it is another serious concern to look after. A high number of open incidents should be quickly resolved. 6. Inconsistent Use This seems to be weird, but organizations facing the problems can relate. If the sales representatives are using Salesforce in a way, and the marketing team is using the platform the other way around, which means different users give a completely distinct use to the CRM tool, then it is also a serious problem to look into avoiding underperformance. 7. Update Issues Salesforce releases 3 updates every year. So organizations who are using Salesforce CRM should be well aware of these updates for smooth business operations. Do you face any of the upper mentioned issues? Then it is time to pay attention to your Salesforce CRM. Please feel free to contact CloudVandana, a registered salesforce Partner to resolve any issue related to Salesforce. Request a Free Consultation YOU MIGHT ALSO LIKE
3 USEFUL SALESFORCE HACKS TO ENHANCE BUSINESSES
Every Salesforce user wants to use the platform in a productive way. Companies invest in CRM Solutions to execute all the tasks more effectively so that employees can pay attention to the significant tasks. But sometimes users really don’t see this benefit due to lack of training and user adoption. Salesforce has several amazing features which users can use wisely. In this article, CloudVandana will highlight such 3 important Salesforce hacks. 1. Creation Of List Views The list views are Salesforce’s method of managing various sets of data within Objects. Users can slice and dice the data whichever way the user desire in order to adequately manage records. Users can manage the leads by using 3 list views. Then marketers can number them in the order to use them in a consecutive way. It is better than managing the list view with enormous data. 2. Chatter For Collaboration Chatter is a social collaboration tool that enables the business, customers, and partners to all collaborate. The most instant way to use Chatter is on records in Salesforce. Chatter is available on every record in the Salesforce Org. This function is available on both classic and lightning. Users can upload files, images, and write comments. Collaboration on records becomes more comfortable with chatter and it stays on the record forever. 3. Task, Activities, And Emails If the users are not using tasks, activities, and emails, then they are missing out on many important functions of a CRM system. The mentioned three things(Tasks, Activities, and Emails) do demand to insert additional data into Salesforce, which some may refer to as Admin. Activities – Activities allow the users to log interactions that have occurred with the customer, record important meeting notes, or brief the points about the interaction with clients. Tasks- Task enables the user to create an action to follow up with. Users can set a date, reminder, and a concise description. In addition, users can set tasks for others too. Emails – Emails allow the users to send emails out to clients directly from Salesforce. Users can take the facility of time-saving features such as Email Templates. Are you looking for a Registered Salesforce Partner for a seamless Salesforce experience in your Organization? Please feel free to contact CloudVandana and take a free consultancy call with the Salesforce experts of CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
6 IDEAS FOR A SMALL BUSINESS EXPANSION WITH OUTSOURCING
Outsourcing or Staff Augmentation is a business practice in which a company or organization hires a third party to perform tasks, handle organizational operations, or provide service for the company. Organizations can outsource other types of work as well, including manufacturing processes, human resources tasks, and financial functions. Small businesses sometimes face different challenges and they need to find out new ways to solve those problems. One of the important problems is hiring-related issues. So companies can solve these problems by simply outsourcing where specific tasks or projects can be done by the augmented staff or even outsourcing the entire department. Not only small businesses but also large businesses can be benefited from outsourcing. Finding the right contractor for the organization has become much cheaper and easier than before. In this article CloudVandana, a registered Salesforce consultancy will describe the key ideas of outsourcing for business expansion. Outsourcing Implementation 1. Cost-Effectiveness One of the most important factors of running any business is monetary resources. Outsourcing saves money for the organization. Companies can get the full job done as per requirement at a lower cost and better quality. The quality of the services provided is high thereby ensuring that low-cost does not mean low-quality. Organizations can save money by paying the contractor for the actual amount of work done by them, by the hour, or by the project. Organizations don’t need to waste money on full-time employees without any project. The money that an organization would normally spend on a full-time employee can be invested in other areas to enhance business growth. 2. Flexible And Smooth Scaling Process Companies with outsourcing are better prepared to adjust to different situations. They can expand or shrink their business process as per requirements. It not only helps the business to grow but also prevents confusion and barrier in the business process and scaling. Companies can easily offload the extra work to an outside contractor rather than searching for new employees and eliminate the time taking onboarding process related to new hires. On the other hand, when the workload is less, companies can anytime discontinue the contract with the outsources. It is much easier than to get into the process of firing the workers. 3. Enhance The Business Efficiency When companies outsource their business needs to an outsourcing or augmentation partner like CloudVandana, they bring years of experience in business practices and expertise in delivering complex business solutions. In such ways, organizations can do the job better with their years of knowledge and expertise. This outsourcing process leads to increased productivity and business enhancement. 4. Access To Skilled Resources With the adoption of the outsourcing process, companies do not need to invest in the hiring and training processes. The outsourced employees are well trained and highly skilled in the corresponding fields. So they can start immediately without any training program. Outsourcing opens up a company towards the global labor market. This means companies will have a wide range of options and chances to hire top-class talent for the business needs. 5. Gaining Access To Key Technologies And Infrastructure Outsourcing can remove the need for investment in infrastructure as the outsourcing partner takes over the responsibility of the business processes. A reliable IT infrastructure can be very expensive if the organization plans to work with new groundbreaking technologies and an IT team to support the process. Contractors can use their own infrastructure and share it with the organization. For most small companies, this is the only way to utilize cutting-edge software and other technologies to enhance the business process significantly. This is effective not for IT support but for other digital resources, like customer data, or cloud storage memory. 6. Chance To Focus On Core Business The biggest benefit of outsourcing is that companies can focus on their core business to boost it when they have no agitation regarding business operation. Small business owners and employees are often overstretched, as side tasks draw too much attention away from their core business. So outsourcing is the greatest way to free up the schedule from unnecessary distractions and enable the employees to do their core tasks. Are you looking for a Salesforce Contractor to make the Salesforce process of your organization seamless? Please feel free to contact CloudVandana and hire highly skilled Salesforce professionals to enhance your business. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE AUTOMATION AT A GLANCE
Salesforce Automation (SFA)refers to software apps for sales management. Salesforce provides multiple tools to automate the organization’s repetitive business processes, Approvals, Process Builder, Workflow, and Flow Builder. SFA provides automated workflows that create an efficient Sales process to manage business processes, sales forecasts, and team performance. Salesforce automation is used by sales professionals. The main features of the Salesforce automation system are contact management, opportunity management, email integration, and task management. Contact management software lets the marketers track communication with customers, building up a complete history of interactions, and sales activities. Contact management systems usually include Task Management software that lets the marketers create tasks, reminders, to follow up the sales leads. Pipeline management software provides sales lead tracking in every stage of the customer journey. It lets the marketer track each sale opportunity through the pipeline. SFA is usually a part of a customer relationship management system(CRM) that automatically records all the stages in a sales process. This might include phone calls, emails, and meetings. Task Management With the help of SFA task management, when a marketer creates a task or reminder in the customer’s account it integrates with the calendar. So when the marketer opens the task all the customer’s data and past communications are there in front of you. Once the task is completed, it is automatically included in the account record. Team Collaboration Salesforce automation has a great impact on team collaboration. Through this process, multiple registered users can access and edit a customers’ account at any time, creating a central hub for the business process. This is very helpful for remote workers. Sales professionals can synchronize the data as everything is updated in real-time. Cloud App Integration The automation process has opened up many opportunities for small businesses. Cloud integration lets the marketers automate the flow of data between the different systems. It increases efficiency and productivity. Through this platform, marketers not only can automate the sales process but also can create workflows for other manual processes. SFA Customization Salesforce automation process can be customized as per the industry requirements. It is optimized for any device. Difference Between Salesforce Automation And CRM Though the main target of both systems is almost the same, there are some differences between Salesforce Automation and Salesforce CRM. 1. Salesforce CRM is built with a focus on customer satisfaction and customer retention. It is designed to nurture the leads throughout the sales process to maintain long-term relationships. Salesforce CRM manages the relationships between consumers and businesses by gathering client data from various forms of customer interactions(phone, email, social media, etc). By analyzing these centralized data, sales and marketing teams can customize the offering as per the client’s needs. 2. Salesforce automation focuses on the sales process. It makes the process as efficient and transparent as possible. SFA software generally consists of potential sales management and pipeline management tools. So it provides a clear picture of leads, prospects, present sales, and past sales history of the sales representatives. CRM is considered as the post-sales software which is used to retain and satisfy existing customers. CRM systems are usually an integrated solution, by including additional features such as SFA, integrations, and marketing automation. Are you looking for a customized Salesforce solution? Visit www.cloudvandana.com to get started. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE VLOCITY ACQUISITION
Vlocity is Salesforce’s newest $1.33 billion acquisition. It is built on the Lightning Platform which made incorporating them into the Salesforce platform quicker and more efficient than software from other companies that Salesforce has acquired. In this article, CloudVandana will give an overview of how Vlocity acquisition adds value to Salesforce and its customers. Salesforce is recognized as the #1 CRM solution provider across the world and Salesforce is providing end-to-end business solutions for over two decades now. From lead generation to customer success with the added advantage of an AI Analytics tool and cutting edge loT -based solution. Vlocity For Salesforce Ecosystem Salesforce has always allowed its partners to build expert solutions for industries vertically. That’s where Vlocity enters into the Salesforce Ecosystem. With Salesforce’s all-encompassing solutions and Vlocity’s in-depth industry-specific expertise, industries have the leverage of using a combined package in a single platform. Vlocity is a new industry cloud expert that has gathered profound technical expertise in six varied industries. Vlocity For Customers Vlocity’s communication domain industry expertise, combined with Salesforce, enables organizations to launch new offers in hours, capture and fulfill orders, and easily engage B2B and B2C customers through their channel and device of choice. Service providers are constantly working to reduce IT cost and complexity and deliver an effortless digital customer experience. Vlocity and Salesforce are at the leading position in this technology transition. Vlocity Acquisition For Salesforce Developers The acquisition opens a new door for opportunities relevant to Vlocity’s expertise. As a huge number of customers are seeking Vlocity’s solutions, Salesforce developers should be now familiar and master in Vlocity’s products for seamless assistance to the customers. So, merging the omnichannel capabilities of Salesforce along with Vlocity’s rigorous industry expertise can help the customers worldwide who are looking for industry-specific solutions. Are you looking for a customized Salesforce Solution for your organization? Please feel free to take a free consultation call from the experts of CloudVandana and take your business to the next level. Request a Free Consultation YOU MIGHT ALSO LIKE
5 BENEFITS OF SALESFORCE MANAGED SERVICES
In the previous blog, we discussed Salesforce Managed services. Salesforce Managed Services is a forward-thinking approach to managing the Salesforce investment externally. In this model, instead of hiring an internal Salesforce admin, companies usually hire a Salesforce consulting firm for Salesforce’s implementation, development, growth, etc. Today, in this blog, CloudVandana will discuss the benefits of Salesforce Managed Services. The process requires expertise in more than one Salesforce product and knowledge of multiple integration capabilities for continuous improvement. Various reasons make Salesforce Managed Services demanding among the companies. The reasons are listed below. Salesforce Managed Services 1. Cost Saving For every business, cost-saving is the primary requirement to succeed in their respective sector. Recruiting an expert Salesforce consultant puts a financial burden on a company. Moreover adding the cost of recruiting, retention and onboarding make the total cost higher. With the help of Salesforce Managed Services, organizations can manage their business cost without considering additional expenses related to recruiting, training, and retention. 2. Gap Filling Capability Through Diverse Talent Companies across the globe have stated that it becomes very challenging to find a suitable talent that will fit the business requirements at the right price. To solve these issues, a single solution is there in the form of Salesforce Managed Services. The given services are flexible enough to provide the right resources at affordable costs that will meet the requirements most efficiently. 3. Continuous Updates Without regular updates for the system, it will become prone to face serious security issues. In addition, frequent detection of the safety patches will make it difficult for the system to remain in business and fail frequently. Fortunately, Salesforce Managed services assure the companies about the security updates. Each and every task is handled automatically, and major changes are made immediately. This way, the system, and the implementation will remain updated with the regular Salesforce information. 4. Proactive Innovative Solution Previously, most companies had no definite idea of how to manage the critical system procedure, so it was always risky to manage businesses. Additionally, it is used to stop innovative solutions to boost the efficiency of the business prospects. With Managed Services, Salesforce protects technical investment by providing best practices to boost the efficiency of the operation. It not only solves the configuration issues but also improves the process by offering forward-looking ideas to prepare for critical scenarios. It also identifies the products that more attention before their release. 5. Uncompromised Scalability When an organization expands its business, its vision, and goals also change to evolve to meet the market needs. With the managed service package, organizations do not need to re-open the job search for a new position. They can just update the contract with the existing Salesforce Service operator for a seamless maintenance process. Besides, the presence of an efficient expert team ensures the growth of the venture side by side. The high scalability helps them to make regular adjustments in the business as per the requirements. Similarly, an organization can customize the contract hours as per the requirement to improve business efficiency. Conclusion Whether it is a small startup or a big organization, the ideal way to increase the investment in Salesforce is by focusing on the managed service as it scales the needs by providing a wonderful insight into the best processes, tools, and practices to serve the business needs. CloudVandana stands out as a premier Salesforce managed services provider, offering a host of benefits that significantly enhance businesses leveraging the Salesforce platform. With a dedicated team of experts, CloudVandana ensures optimal performance, seamless integration, and continuous innovation. The five key benefits – increased efficiency, cost-effectiveness, enhanced security, scalability, and expert support – collectively contribute to a holistic approach to maximizing the potential of Salesforce for businesses. Choosing CloudVandana as your managed services partner ensures a streamlined and well-maintained CRM system and unlocks the full spectrum of Salesforce capabilities, empowering organizations to thrive in the rapidly evolving digital landscape. With CloudVandana, businesses can confidently navigate the complexities of Salesforce, focusing on their core competencies while leaving the management and optimization of the platform in capable hands. The experts at CloudVandana(Salesforce Consulting Company) assist hundreds of companies. Please feel free to take a free consultation call and let us know your business needs. Request a Free Consultation YOU MIGHT ALSO LIKE
Salesforce Managed Services Overview
Get the most out of your Salesforce investment with Salesforce managed services by CloudVandana. Our team of experts will help you optimize your platform and streamline your processes. Salesforce is the most powerful and most popular CRM software. It is recognized as the #1 CRM solution across the world. But there is a serious matter of concern. Every software is effective when it is maintained in a constant way. Salesforce Managed Services cover a comprehensive set of activities to ensure seamless Salesforce CRM performance and prevent system issues. Every Salesforce implementation requires continuous monitoring and updating. Salesforce Managed Services keeps the CRM software functioning smoothly. Many businesses hire the services of a professional team that will handle their system issues. Though in some cases, it becomes ineffective as it does not prevent the problems from occurring at the start. Thankfully managed services are capable of taking companies out of the riddle. Salesforce Managed Services is ongoing support to keep the Salesforce CRM in the best of its health. Before the rise of Salesforce Managed Services, companies had only one option to maintain the system when the networking device failed. This system fixed the problem but decreased productivity and revenue. Now, Salesforce Managed Service has brought the whole cramped house into order. Table of Contents Key Activities Of Salesforce Managed Services 1. Consulting 2. Implementation 3. Customization 4. Integration 5. Data Management 6. Training 7. Other Support Why Companies Should Hire A Salesforce Managed Service Provider YOU MIGHT ALSO LIKE Key Activities Of Salesforce Managed Services Salesforce Managed Services is a practical approach to running a business that is powered by Salesforce CRM. Most organizations face issues related to a lack of resources, problems with regular updates, etc. To remove these issues, Salesforce Managed Services come with a complete set of activities, that prevents those issues. Following are the key activities of Salesforce Managed Services. 1. Consulting Consulting comprises a process and business analysis to create a long-duration policy for effective utilization of Salesforce. 2. Implementation Salesforce service providers take the assistance of other Salesforce apps and the cloud to develop new infrastructure in the current Salesforce system. 3. Customization Customization involves the development of reports, dashboards, and setups. 4. Integration Integration focuses on building a connected environment through the integration of Salesforce infrastructure with third parties such as ERP and e-commerce solutions. 5. Data Management Setting up a perfect architecture for data flow and collection that is guided by users’ needs. 6. Training Conduction of training program for availing best practices on the Salesforce platform. 7. Other Support Other support includes bug fixing, checking, and updating the system, and resolving issues that arise with time. Why Companies Should Hire A Salesforce Managed Service Provider Following are the 5 key benefits of hiring a Salesforce Managed Service provider. Do you have any queries about Salesforce Managed Services? Feel free to take a look at www.cloudvandana.com or take a free consultation call with our Salesforce experts to find a suitable solution for your Salesforce investment. Schedule A Call Request a Free Consultation YOU MIGHT ALSO LIKE
5 STEPS FOR A SUCCESSFUL PARDOT IMPLEMENTATION
Pardot or marketing automation is a very important business process in today’s digital world. Pardot is essential for targeted campaigns so that the best leads can be earned and the sales team can draw the maximum revenue and better ROI. Pardot customers can close the deals faster, increase marketing productivity, and a noticeable increase in website leads. Today, in this article, CloudVandana is sharing 5 important steps of Pardot implementation. 1. Technical Setup The technical setup is very important for any implementation. So help from Webmaster and IT admin team is very much needed. They will be responsible for implementing the tracking code on the website, the creation of the vanity tracker domain, and implementing email authentication. A Pardot implementation is a collaborative project. So inputs from the Sales, Marketing, Product, and Operations team are highly appreciated. Salesforce makes the integration a lot easier. Users would need the admin’s help to set up the Pardot app on Salesforce, map the lead and contact fields, add necessary fields and buttons to show Pardot data in Salesforce, and assign permissions to the right people. 2. Journey Map Planning A proper journey map planning should be there before the Pardot implementation. If a user is migrating from one system to another, and a time crunch is there, the user has to make sure that the backups are taken in Pardot. If the user needs to schedule an email campaign or send it right away, the user needs to be sure to prioritize and get them set up right away. Defining steps according to the priority of the Sales and Marketing team is an essential part of a smooth implementation. 3. Database And Assets Team members’ collaboration is very much needed to gather case studies, images, guides, content files, etc. These should be arranged in a nice and organized manner so that users can replicate the same system within Pardot to keep them organized. Hosting files within Pardot is essential. Without this feature, users can’t take advantage of tracking and campaign reporting available within Pardot and Salesforce. 4. Setup Integrations Pardot has a list of connectors that users can integrate very easily with the account. Even if the connector is not listed, Pardot provides an API that can help in connecting with a lot of third-party applications so that users never have to compromise on anything. Testing the functionality of the implementation comes after that. The sales team should check if they are receiving the assignment notifications and the correct prospect information synced from Pardot. The marketing team should check the tracking of the website and the operations team should confirm the email campaign activities. 5. Import Pardot Prospects This is considered the last stage of the implementation. In this stage, the Pardot account will start functioning in the desirable way. This final step is followed by prospects. Admins had already segmented the database in an organized way in the beginning. So at this stage, that database should be imported into Pardot. Users should map fields and add them to the corresponding lists in Pardot. Now the implementation process is over and Pardot is ready for all necessary campaigning. Though the implementation process is quite easy it is always advisable to hire a Salesforce Consultant to make the process efficient and seamless. A minor error can ruin all your efforts. So technically proficient resources of CloudVandana can always help you to make the process hassle-free. They can advise you to align marketing strategies with automation needs so that you can meet your marketing KPIs. Please feel free to take a consultation call with our Salesforce experts for all your Salesforce requirements. Request a Free Consultation YOU MIGHT ALSO LIKE
7 WAYS TO USE DOCUMENT GENERATION WITH SALESFORCE
A document generation App in Salesforce allows the user to generate rich format documents by using Salesforce data for creating PDF or HTML documents based on templates. Companies across the world are using this native document generation app for their business enhancement. In this article, CloudVandana is discussing the 7 ways to use document generation. 1. Sales Proposals Business proposals smoothen the way of opportunities but the time and related to this are high. To make the process easy, uploaded proposals templates can be used to close deals faster than before. With a click, those blue tags will convert into Salesforce data. It will save time as well as costs and can make a huge impact on the sales process. 2. Event Invitations To create lots of customized invitations first, Salesforce provides a brilliant process. Marketers just upload their invitation PDFs to Salesforce and tag them with fields like company details and then mass-generate invitations for all contacts at once. 3. Timesheets Organizations are using Documents and e-signature to calculate the stand-in workforce for temporary staffing. Throughout the week, the timesheets are created and at the end of the week, the timesheets are auto-generated for payroll and stored for record purposes. 4. Audit Reports Compliance officers need to do a lot of paperwork. Document generation helps them to turn the paperwork load into a seamless digital experience. 5. Product Engineering Manufacturers need to document all product changes and enlistment as well as notify all customers about the products. This process can be totally automated with document generation. If the product change is logged in Salesforce, a document with information about the change can be triggered to email itself to all existing customers and prospects. 6. Access Logs Through the access logs, monitor login history becomes easy. Salesforce document generation lets the user create custom access logs with a button click. 7. Attestations Every company should have the ability to serve responsibility. Document generation and e-signature can be the key to maintaining a responsible acquisition process. Procurement managers can click a button from a vendor account that sends a responsible procurement attestation document for the vendor to fill out and sign. Do you have any queries regarding Salesforce document generation? Please feel free to take a consultation with CloudVandana for any Salesforce requirements for your business. Request a Free Consultation YOU MIGHT ALSO LIKE
