Olesia Melnichenko

Oct 21, 2024 | salesforceben.com | Mariel Domingo |Andreea Doroftei |Richa Pokhriyal |Olesia Melnichenko

For anyone working daily in Salesforce, having everything you need right at your fingertips is extremely useful. Quick access to critical information on the records you’re viewing is not only convenient but can also speed up your work and boost productivity. Imagine no longer having to spend excessive time searching through records or scrolling endlessly for key data points! This is where the Highlights Panel shines.

Oct 11, 2024 | salesforceben.com | Richa Pokhriyal |Olesia Melnichenko |Stacy O’Leary |Ravi Teja

The Salesforce CRM is the key enabler in managing business-critical and customer data, marketing, sales, and customer service processes. However, certain challenges plague data management in the CRM such as poor data quality, complex and error-prone data entry processes, and issues in data synchronization with other systems – especially the legacy one. Additionally, the native Salesforce tools have limited capabilities to handle complex queries and extensive datasets.