Sales Operations

Salesforce Apex REST API | Methods and Examples

December 28th, 2023 By Suraj Poddar in Data Strategy, Rest API, Sales Operations

By integrating your Salesforce org with third-party applications, you can unlock functionalities that are streamlined toward your business use case. That's where the Salesforce Apex REST API comes in. It…

8 Best Salesforce Customers in 2026

January 11th, 2023 By Ayush Poddar in Data Strategy, Sales Operations

In modern businesses, CRM (Customer Relationship Management) solutions have become a necessity. CRM softwares are used by businesses to engage and establish relationships with Leads and customers. Salesforce is one…

Best Sales Report Templates for 2025

January 9th, 2023 By Aman Sharma in Data Strategy, Sales Operations

Dashboarding is an important part of the analysis of business data. With a range of templates available out there, it can be confusing to select the most efficient templates for…

How to Build a Churn Prediction Model on Retail Data: Simplified Step-by-Step

June 29th, 2022 By Sharon Rithika in Data Strategy, Sales Operations

Nobody in business enjoys seeing good customers go elsewhere. Obtaining new customers is typically the primary focus of a company in its early stages. Subsequently, the company expands its operations…

How to Monitor, Query & View Salesforce Event Logs? An Easy Guide

April 29th, 2022 By Kavya Tolety in Data Strategy, Sales Operations

Salesforce offers a number of features to help keep your data safe, including Salesforce Event Monitoring and Salesforce Event Logs. These are appropriate solutions to keep track of your Salesforce…

Audit Trail Salesforce: Set Up & Use Log Trails in 4 Easy Steps

April 15th, 2022 By Osheen Jain in Data Strategy, Sales Operations

An audit trail is a chronological and detailed record where project details, accounting records, or other financial data are tracked and traced. An audit trail is often a regulatory requirement…

Salesforce Batch Jobs 101: Configuring Salesforce Apex Jobs Simplified

April 8th, 2022 By Roxana Raducanu in Data Strategy, Sales Operations

Salesforce is one of the most popular customer relationship management tools that allow you to streamline Customer Interactions, Marketing Operations, and Overall Sales. According to a report, over 150,000 websites…

Salesforce Product and Price Data Models: A Comprehensive Guide 101

April 1st, 2022 By Harshitha Balasankula in Data Strategy, Sales Operations

Salesforce, the World’s No. 1 CRM Solution, has seen impressive growth for years, attributable to its remarkable offering of Salesforce Products such as Salesforce Sales Cloud, Service Cloud, Marketing Cloud,…

Building Sales Dashboard: 14 Critical Metrics to Include

December 30th, 2021 By Amit Phaujdar in Data Strategy, Sales Operations

A Sales Dashboard helps you visualize your Sales data, which is helpful for efficient decision-making and performance analysis. With the advent of technology, data-driven Sales teams need a Dashboard that…

Customer Churn Analysis: A Comprehensive Guide 101

December 4th, 2021 By Amit Phaujdar in Data Strategy, Sales Operations

Customer Churn is a metric that lets you gain insights into the Customer Attrition Rate for an organization. It is estimated that reducing Customer Churn by just 5% could lead…

Understanding Cohort Analysis: A Comprehensive Guide 101

October 27th, 2021 By Abhishek Duggal in Data Strategy, Sales Operations

Long term success of a business depends on retaining those customers and providing them with customized experiences catered to their requirements. Due to the large amounts of data that are…

Working with Salesforce REST API: Easy Steps, Key Types, Operations, and Limits

October 22nd, 2021 By Sherly Angel in Data Strategy, Sales Operations

REST API is an API that follows a set of rules for an application and services to communicate with each other. As it is constrained to REST architecture, REST API…

Radian6 Salesforce Social Studio Simplified 101

September 28th, 2021 By Dipayan Mitra in Data Strategy, Sales Operations

Social Media platforms have become the most visited websites on the Internet in recent years. The popularity of various Social Media applications like Facebook and Instagram is proliferating, making it…

How to Create a Salesforce Form Easily: Step-by-Step Explanation

September 24th, 2021 By Bhavik Soni in Data Strategy, Sales Operations

Getting right to the point, you can always optimize your processes to improve your efficiency with Salesforce Forms. Salesforce Forms have multiple uses across various industries and are a viable…

Salesforce Analytics: 4 Critical Aspects

September 22nd, 2021 By Amit Phaujdar in Data Strategy, Sales Operations

Salesforce is a robust Customer Relationship Management (CRM) platform, powered by Customer 360. It further offers a complementary suite of enterprise applications that focus on Marketing Automation, Data Analytics, Customer…

Salesforce Advertising Studio

September 16th, 2021 By Teniola Fatunmbi in Data Strategy, Sales Operations

Salesforce advertising studio is a CRM product from Salesforce’s product suite that gives business owners the access to create a personalized experience for customers based on their data. Before discussing…

HubSpot Sales Hub Features Simplified 101

September 1st, 2021 By Samuel Salimon in Data Strategy, Sales Operations

Everyone loves HubSpot, and statistics showed how much people use the platform as their primary Marketing Automation software. According to Statista, HubSpot has the largest Market Share among Market software…

Types of Apex Triggers: Focus on Trigger After Delete Salesforce

August 27th, 2021 By Raj Verma in Data Strategy, Sales Operations

Marc Benioff founded Salesforce.com in 1999, and today, Salesforce is one of the most dominant software on the planet. So, what exactly is Salesforce? Salesforce is a Cloud-Based “Customer Relationship…

Query Deleted Records in Salesforce: 3 Easy Methods

August 26th, 2021 By Talha in Data Strategy, Sales Operations

Salesforce is a cloud-based customer relationship management software offered on a subscription payment model. Salesforce now includes not only customer relationship management but several other services that help an organization…

Building Trello Gantt Charts Simplified: 6 Easy Steps

August 25th, 2021 By Amit Kulkarni in Data Strategy, Sales Operations

In a project-centric organization, managing simultaneous projects becomes very difficult. However, delivering projects to stakeholders timely can benefit a business in the long run with more revenue and clients. As…