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Chatter App Review from JET BI expert: How it can improve employees' communication

Chatter is an application developed by Salesforce®, that provides collaboration between employees. It helps to share information, communicate with people in different groups, share files, and have real-time conversations and discussions. However, like any tool, it has its advantages and disadvantages. In this article, we'll explore some of the pros and cons of using Salesforce Chatter in your organization and will make a short review.

How to use Salesforce Restriction Rules

Why do we need to use Restriction Rules? Most of all, the use of restriction rules is a great solution to protect, and increase the security of your organization. Controlling user capabilities is the key to a well-protected system and a satisfied customer. Using restriction rules will allow you to control the number of users who can see (or not see!) important data that is stored in your system.

05 January 2023

Salesforce® Flow Automation tool. Short guideline

Flow is a powerful instrument in Salesforce® and a great tool to automate your processes without coding, so most commonly used by Salesforce administrators. At the end of 2022, Salesforce will be retiring Workflow Rules and Process Builder automation and you won’t be able to create a new one. So it is a point to create now all automation using Flow and transfer your Workflow Rules and Process Builders to flows.

03 November 2022

Native IT Service Management solution for Salesforce®

There are numerous ITSM options on the market, the most prominent of which are: Freshservice, ServiceNow, BMC Remedy, SolarWinds Service Desk, and so on. They are all outside of the Salesforce system, necessitate additional user training, and have the potential to complicate the business process. As a result, many Salesforce clients seek native ITSM Salesforce solutions to consolidate all processes on a single platform. This was a project for our group.

20 September 2022

10 Effective ways to upsell Salesforce® to existing customers

When many companies look to increase their revenue, it's important to work with your most valuable potential market: your current customers. Given that acquiring a new customer costs 5 to 25 times more than retaining a current one, working on upselling and cross-selling is a much more profitable way to grow your business.

01 September 2022

Salesforce Summer ‘2022 Release: new worthwhile features in Sales and Service Clouds

Salesforce Summer '2022 Release has got many features in Sales Cloud and Service Cloud. They cover sales, onboarding, and operations in the service-based organization as well as a trove of forecasting features. Several features seem to be the most relevant for process automation, improvement of customer service, and increased collaboration between teams. They can minimize the use of time and enhance efficiency. Let’s have a closer look at some of them.

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