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This blog discusses sharing control with Salesforce users who are outside of your organization and some of the specific settings/processes that are unique to enabling external sharing, as compared to internal sharing. We will dive into the specifics of enabling/utilizing various sharing settings along with detailed steps on how to implement external sharing. 

This blog highlights some of the pros and cons of both options and the importance of maintaining a mixture/balance to help clients achieve greater efficiencies thereby maximizing their ROI and a superior engagement experience.

Automating your Sales Processes with Salesforce CPQ can exponentially reduce your sales cycle timelines and maximize your overall revenue. But, to get the most out of your CPQ implementation, follow these best practices for maximum impact...

Wealth Advisors are always looking for better ways to manage relationships with their clients through tailored solutions that meet the regulatory requirements.

This article will be the first in an Amazon Connect - Salesforce blog series. Amazon Connect is as an integrated CTI solution with Salesforce even outside of Service Cloud Voice.

On an average, investment bankers work around 80 hours a week and some weeks for as much as 100 hours. Technology can greatly improve the efficiency and productivity of investment bankers.

Getting ahead in the race to close deals with improved agility and stealth just got easier through our innovative and automated solutions built on Salesforce Financial Services Cloud (referred to as FSC henceforth).

Now you can receive attachments from WhatsApp to Salesforce, further integrate your system, and generally make your life easier.

You can send attachments from Salesforce to WhatsApp, further integrate your system, and generally make your life easier.

A method for connecting Salesforce to WhatsApp can be done with Apex REST set for no auth mechanism.

As you probably already know, our magnificent developers have shown you how to create a permanent access token when integrating WhatsApp with Salesforce. And to add an extra bit of sprinkles to that already delicious knowledge-sundae is the ability to get an access token from Facebook Login programmatically.

Hello again loyal reader! We are bringing you more of what you love, how to integrate WhatsApp with Salesforce (You thought we were going to say chocolate, right? Come on, how would we even do that?). Now assuming you read the first post…you did, right?.. Of course, you did! Now that you have set up the ability to send messages to Salesforce from WhatsApp, let’s dive into generating a permanent access token to simplify the whole process.

Let the journey begin! Here starts the expedition into integrating WhatsApp with Salesforce for an improved customer and user experience. Join us in the first of multiple posts that explore this new world of integration. We start our trek by integrating WhatsApp Cloud API with Salesforce (spoiler alter - Meta hosts their own API!). Onward and upward!

Contacting customers promptly is an integral part of any business but time zones can complicate this process. It is also important to respect business hours during solicitation to ensure leads do not end up in DNC lists and diminish the chances of a successful contact. Moreover, a simple and easy-to-fill-out form is critical to improve the user experience and increase the submission rate. In a nutshell, the simpler the intake form, the higher the chances of users taking action! While Salesforce does not have a native functionality for auto-populating time zones, there is an API-based approach that can solve this problem. In addition, this same solution can also auto-populate country, state and city as well (the US and Canada). Continue reading to see how you can easily configure this solution and streamline your data gathering process.

Timely business insights hold the key to successfully competing in an increasingly digital world.

If your end users need the ability to upload a large volume of files or extremely large files then Salesforce may not be the ideal file storage solution for your business due to file size limitations and cost.

Ensuring that your end users in your Salesforce org have the necessary and only the necessary permissions to perform their job is essential. Salesforce offers numerous different ways for admins and developers to enforce security across multiple levels:

"We need to redesign our Service cloud, Salesforce data model which means we must redesign processes, reload data, potentially re-write integrations and re-train our existing users in order to enable Sales cloud or enable Community cloud." Doesn't it sound familiar, am sure for most of you it does. In fact, this is true even if you've started off your Salesforce journey with Sales cloud or Community cloud.