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Integrating Salesforce and QuickBooks: Three Methods to Supercharge Your Business

Integrating Salesforce and QuickBooks: Three Methods to Supercharge Your Business Integrating Salesforce and QuickBooks online provides a seamless bridge between your CRM and accounting operations, streamlining workflows and enhancing data consistency across your business platforms. This integration not only simplifies processes but also offers real-time insights into your financial and customer relationship management, empowering your […]

Leveraging AI for Salesforce Project Requirements

Leveraging AI to Extract Insights from Salesforce Stakeholder Interviews

Leveraging AI for Salesforce Project Requirements Introduction: Clicked Salesforce I recently participated in the Clicked <> Salesforce initiative, aimed at enhancing AI integration skills for Salesforce professionals. Our initial assignment involved analyzing a Salesforce stakeholder interview to extract key insights and requirements, using AI tools. The resources provided included a meeting transcript and its corresponding […]

Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups

Harnessing the Power of Salesforce Flows for Custom Opportunity Roll-Ups A recent client project presented a scenario that many businesses require: aggregating data from the Opportunity to the Opportunity’s primary contact based on the Opportunity Type. We needed to account for the existing client data, as well as any future Records that would be created. […]

Salesforce Flows: Revolutionizing Automation

Salesforce Flows: Revolutionizing Automation In the constantly evolving landscape of Salesforce, automation remains a core focus. Enter Salesforce Flows – the platform’s next-gen tool aiming to revolutionize how businesses visualize and implement automation. This tool is more than just a buzzword; it’s a testament to Salesforce’s commitment to enhanced user experience and efficient process management. […]

Salesforce x Netsuite Address Sync

Salesforce & Netsuite are monster tech names for large corporations and integrating the two systems can be a real beast. While they both have powerful APIs, there are other ways to connect the systems. Recently, we worked with a client that had been using Netsuite for several years as their ERP. As their business expanded, […]

Datify Your System – Part 1

With Lightning, there are many new incredible tools and features that can be leveraged to optimize the data experience in your Salesforce org! Join us as we explore some of our favorite features.