Wealth management is a very important part of financial services. It includes helping individuals and businesses like you grow, protect and manage your wealth through investments, financial planning and asset management. Typically wealth management relied on manual record keeping and face to face consultations but modern technology has transformed the field allowing financial experts to […]
Salesforce is a leading customer relationship management platform that offers you a variety of cloud based solutions tailored to your unique business requirements. Every cloud is designed to address specific functions industries or operational areas providing tools to improve efficiency, customer engagement and data management. In this guide you can check out types of salesforce […]
Salesforce data cloud is a revolutionary tool that makes it very easy for your business to unify, analyze and utilize data from different sources. Whether you want to optimize your customer relationship management strategy or improve decision making, implementing Salesforce data cloud is a game changer for you. In this guide you can learn everything […]
Salesforce CRM is well-known for its dynamism and frequent upgrades, which assist organizations in improving their client interaction. The year 2022 was extraordinary. Salesforce has released several upgrades, diverse solutions, numerous products, and numerous mergers. For business growth, each solution is worthwhile to employ. In this piece, we will provide a list of the top […]
As soon as a case satisfies the conditions listed in the rule record, an escalation rule immediately escalates the case. Case escalation criteria and escalation actions, which specify what occurs when a case escalates, can be defined in rules entries. Create email templates if you want to send notification emails during case escalation and queues […]
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