Search Results for: Sales cloud

We designed our comprehensive suite of services to seamlessly integrate with your business needs and maximize the potential of Salesforce products. Our expertise extends across the entire spectrum of Salesforce services, ensuring that you can harness the power of...

1. What’s your main goal with Fonteva adoption? 2. Do you have a dedicated Fonteva admin or a Salesforce team in place? 3. Have you identified the key stakeholders and decision-makers for your Fonteva adoption project? 4. Have you...

Salesforce offers a range of services and solutions tailored to meet the unique needs of the financial industry. These services empower financial institutions to streamline operations, enhance customer relationships, and drive digital transformation. Here are essential Salesforce services for...

Education organizations, including higher education institutions, can leverage Salesforce to enhance student engagement, streamline administrative processes, and improve overall operational efficiency. How many of these areas are your institution involved in? How many leverage Salesforce?  Student Recruitment and Admissions...

A discovery meeting is crucial in understanding a business’s unique needs and requirements before implementing Salesforce. Here’s a list of 30 questions to guide your discussions during a Salesforce discovery meeting:

Data cleansing and transformation are critical steps in ensuring the accuracy and integrity of data during migration. Below is a sample template for a Data Cleansing and Transformation Strategy document: Data Cleansing and Transformation Strategy Document 1. Objectives: 2....

Data mapping is a crucial step in the data migration process, involving the definition of relationships as well as translation of data from source systems to the target system. Below is a sample template for a data mapping document:...