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Tips and Tricks

Tag Archives | Tips and Tricks

Understanding Campaigns in Salesforce

Campaigns in Salesforce are one of the more underutilized objects in the CRM. Properly using campaigns admittedly takes a decent amount of planning and setup to yield any significant benefits. However, it can definitely be worth your time if you do it right! Campaigns are ideally used to track marketing efforts, connect leads and contacts, […]

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Why Salesforce Einstein?

If you are a reader of this blog, or just generally keep up with the goings on in and around Salesforce, you have probably heard about Salesforce Einstein once or twice. Einstein, which came out a couple of years ago, is Salesforce’s highly touted AI and data analytics platform. However, unless you have really done […]

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Auto-Response Rule vs. Workflow Email Alert in Salesforce

Automatic notifications save your team time and boost your overall customer experience. Salesforce gives users several options for sending automated emails, which have their own benefits. Two of those options are auto-response rules and workflow email alerts. Both of these serve the same purpose; they automatically send emails from Salesforce following changes to a lead […]

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