How to reassign tasks when the task owner is out of the office with automation in Salesforce

If you are a CRM manager or Salesforce admin, one of the painstaking activities is following up on tasks when the task owner is out…

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How to notify sales teams proactively on renewal deals for technology companies with Salesforce

If you are working for a technology company selling Saas offerings and have a lot of opportunities for renewals, and extensions, the challenge of notifying…

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How to restrict sensitive objects in Salesforce and share them with limited users – Manoj

As a Salesforce admin or sales operation team member, it is always a worry that contracts will be exposed to wrong users leading to a…

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