Kim Davis

Ditch the endless "how-to" questions from your Salesforce users. Ask Vic's FREE in-app guidance empowers your Salesforce by giving them quick access to interactive walkthroughs, step by step guides, & more. https://hubs.ly/Q02t55hX0

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From time-consuming customizations to lengthy integrations...it's no surprise that businesses are ready to ditch their legacy CRM. Tired of running at snails-force speed? 🐌 Pick up the pace (and start saving) with a modern CRM like Insightly. #salesforcealternative #crmselection #moderncrm 

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What if you could chat with your Salesforce org using natural language? Now you can, with Cirra AI. See it all in action next week. Limited spots for our exclusive beta series webinar. Don't miss out: https://lnkd.in/dzHu_6bw #CirraAIBeta #SalesforceAI #ArtificialIntelligence

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Salesforce doesn't provide your run-of-the-mill reports and dashboards. Get a detailed look at all the options and bells and whistles they have to offer! More importantly, get the most out of them with these tips and best practices: https://bit.ly/44e0LeD

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Whether you're new to Salesforce or a seasoned pro, there are probably a few secrets you haven't uncovered yet. Memie Whiteside is here to share the top 12 tips and tricks that make Salesforce easy—and fun—to use! https://hubs.ly/Q02Cfb-00 #salesforce #salesforcecrm #crmsoftware #salesforcepartner

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Got Plans for Thursday? You Do Now! Tune in to a FormAssembly Masterclass on Salesforce Dynamic Picklists 📅 October 24, 2024 | 1:00 PM EST Discover how to automate workflows and boost data quality with #Salesforce Dynamic Picklists. Join Joelle Swanson for expert tips on building smarter, more responsive forms. 👉 https://lnkd.in/gTy-2kPp #BuildBetterForms #Automation #FormAssembly #Webinar

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Imagine if you could automate those repetitive tasks that eat up your day. What would you do with the extra time? 🌟 That’s where Salesforce Flows come in! 1. What is Salesforce Flow? 🤔 Salesforce Flow is a powerful automation tool that lets you build complex business processes with just a few clicks—no coding required! From updating records to sending emails, Flows can do it all. 2. Types of Flows You Need to Know 📊 •Screen Flow: Guides users through a step-by-step process, like filling out forms. •Scheduled Flow: Runs at specified intervals, perfect for routine tasks. •Auto-launched Flow: Automatically triggers when certain conditions are met, like creating a new opportunity. 3. How to Build Your First Flow 🛠️ Here’s a simple example to get you started: Step 1: Go to Setup > Process Automation > Flows. Step 2: Click New Flow and choose the type (try Screen Flow to begin). Step 3: Drag and drop elements like Screens, Decisions, and Actions to build your Flow. Step 4: Save, activate, and watch the magic happen! ✨ 4. Pro Tip: Test Before You Deploy! 🧪 Always test your Flow in a sandbox environment before going live. This ensures everything works as expected without impacting your users. Why Use Flows? •Save Time: Automate routine tasks so you can focus on strategic work. •Reduce Errors: Ensure consistency across your processes. •Enhance User Experience: Provide a seamless, guided experience for users. Salesforce Flows are like having a personal assistant that never sleeps—ready to help you streamline your workflow 24/7. Start small, and soon you’ll be automating like a pro! Ready to give it a try? Share your experiences or ask questions in the comments below. Let’s automate our way to success! 🚀 #SalesforceAdmin #SalesforceFlows #Automation #CRM #WorkflowOptimization #TechTips #Productivity #SalesforceCommunity #SalesforceLife

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Think your Salesforce instance is secure? Think again. Customization can be your biggest security risk if not done right. Find out how to avoid costly mistakes in the LCSA whitepaper, "Securing Salesforce: Hard Truths About Shared Responsibility." https://bit.ly/3MHJItr

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ICM solutions such as Spiff (Acquired by Salesforce) are table stakes in driving #SalesPerformance at scale. Read this Argano blog to learn more about the advantages of adopting #ICM software: https://bit.ly/3ZJ4Xmo   #IncentiveCompensationManagement #SalesMotivation #Argano

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🚫 Are you integrating Salesforce CRM? Avoid these common pitfalls! 🚫 Check out our latest blog post to learn about the 10 most common Salesforce CRM integration mistakes and how to steer clear of them. 💡✨ https://lnkd.in/dYmiEuZp #Salesforce #CRM #IntegrationTips #AvoidMistakes #TechInsights #aress

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We've shared the 'what' and the 'why' when it comes to testing your Flows in Salesforce... Now, we share the 'how' 👉https://hubs.ly/Q02M2hBP0 Have more questions or need some support with your Flows? Shoot us a message or drop a comment below! 👇🗯️

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Salesforce permission structures are increasingly more complex with a staggering 72% overlap in permissioning per recent industry research. 🤯 Join our CEO & Founder, Matt Meyers (CTA) alongside an esteemed panel of speakers, including Ben McCarthy, Xavery Lisinski, and Tom Hoffman, as they discuss how you can transition to a permission-set-led model, while minimizing security vulnerabilities for your org. Grab your spot for a Salesforce Ben + Elements.cloud event that you will not want to miss! https://lnkd.in/gaiN_jpi #Salesforce #SalesforceThreatProtection #DataSecurity #AwesomeAdmins #CTA #ITSecurity #Security

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Managing documents and eSignatures in Salesforce can be challenging, but PDF Butler simplifies the process. Hamza from Salesforce Ben takes a look at PDF Butler for automating document workflows. Check out the full article to see how PDF Butler can enhance your document workflows: https://bit.ly/3yr7nKD

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So you know all about CPQ bundles (and if you don’t, you can find out all about them here: https://bit.ly/3OOxRdF) but what about dynamic bundles? Dynamic bundles are a feature that takes everything we already know about traditional bundles and elevates them to new heights! Dynamic bundles also gives your sales team the agency to make bundles work for them by fine-tuning bundle automation based on their own (human) knowledge of a customer. You can find out more about Salesforce CPQ’s dynamic bundles and how they can work for you, here: https://bit.ly/3s6K1qV #dynamicbundles #salesforce #salesforcecpq #revenuecloud

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Record types may be one of the most misunderstood (and misused) features in Salesforce. However, when used correctly, they can help to improve data quality and streamline processes. Stacy explains how: https://bit.ly/4biYjGm #Salesforce

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Our expert #Salesforce advisor will be at #Dreamforce2024 to meet with #SFDC customers! Schedule time with Adam to discuss your current Salesforce relationship and how your organization can unlock more negotiation leverage. Book a time here >> https://hubs.ly/Q02NdSlS0

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Is your Salesforce CRM creating more problems than it solves? You’re not alone. Many businesses struggle with a CRM that doesn’t quite fit, leading to missed opportunities and frustration. It’s time to make Salesforce work for you, not against you. Let’s talk about how to turn things around. Share one small pain point that you wish to be solved. #salesforce #crm #salesforceconsulting #businessprocesses #salesprocess #supportprocess

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