Peeklogic.com
Salesforce Health Check Timeline by Peeklogic
WEBCompanies that implement Salesforce want it to be used as efficiently as possible. However, over time, errors accumulate, unused licenses pile up, administrators change, and the system gets updated, among other things. Therefore, it makes sense to conduct a health check of your Salesforce every few years. At Peeklogic, we know how …
Actived: 6 days ago
URL: https://www.peeklogic.com/article/health-check-timeline/
Salesforce: Innovating Healthcare for Tomorrow
WEBBy utilizing a CRM system, healthcare providers can access a patient's medical history and treatment preferences. For instance, a diabetic patient's CRM record would prompt the healthcare provider to discuss specific dietary restrictions and medication adjustments during appointments, leading to more tailored care.
Salesforce Health Check and Analysis PEEKLOGIC
WEBThe Comprehensive Salesforce Review is an in-depth analysis and assessment of your Salesforce instance. Our expert team will meticulously examine every nook and cranny of your system to identify opportunities for enhancement, untapped functionalities, and areas that may not be working optimally.
Salesforce Einstein Opportunity Scoring
WEBSalesforce Opportunity Scoring is backed by very strong artificial intelligence (AI), which helps companies build a smarter sales process. Salesforce’s Opportunity Scoring is based on Einstein Analytics. To state simply, Einstein Analytics is an application used to provide insights and visualize analyzed and processed information based on
Empower Your Business with Salesforce AI
WEBWhat is Salesforce Artificial Intelligence? – Utilities companies can use smart meters and smart grids to decrease energy consumption. Artificial intelligence is the simulation of human intelligence in machines or software that can act and think like humans and do the desired work.
The Salesforce Development Company Peeklogic
WEBScale your Business with Peeklogic. Peeklogic has been in business since 2015 and is a fast-growing IT services and leading Salesforce Development company that offers a wide array of solutions starting from strategy consulting right through to implementing IT solutions. Our Business and IT consulting services are designed for smaller business
Salesforce AWS Integration with Amazon Connect
WEBThe managed package is the base of CTI integration between Salesforce and Amazon Connect, while the server less application along with the core CTI integration provides access to additional functionalities and tools that provide access and analyses of data from both platforms, these components can be used to build a deep integration …
SALESFORCE GOOGLE DRIVE INTEGRATION PEEKLOGIC
WEBChallenge. The Client requested that Peeklogic build an app on the Force platform and integrate it tightly with Google. First, they needed their users to be able to drag and drop files from Lead, Account, Opportunity or any other Salesforce object. The file then had to appear in the related Google folder. To do this, our team knew they had to
Salesforce Pardot Integration Services PEEKLOGIC
WEBPeeklogic’s developers are officially certified to provide professional and skillful help with Pardot integration into your platform. We offer Salesforce Pardot Integration and support services throughout all stages of Pardot implementation, from developing a set of successful marketing tactics to automating the process of lead nurturing.
Salesforce Code Review tools for Salesforce App Development
WEBThere are many review tools for Salesforce Application Development performing static code analysis of Salesforce app apex, lightning and LWC codebase. Below are few things that can be considered while choosing a review code tool for the Salesforce AppExchange application development. Code Review for Salesforce App. 01.
Peeklogic, LLC Leads Clutch’s Top IT Consultants in Ohio for 2021
WEBWe have been recently awarded as a leader on Clutch ’s list of top IT consultants in Akron. Clutch is a B2B ratings and reviews platform based in Washington, DC. They evaluate technology service and solutions companies based on the quality of work, thought leadership, and client reviews.
Salesforce Quickbooks Integration
WEBStep 2: You need to decide how you want the opportunities to appear in QuickBooks. Step 3: Then you need to add your Salesforce services and products to QuickBooks. Step 4: Next, you need to add Salesforce info to the fields (custom) on QuickBooks sales forms. Step 5: Finish.
SALESFORCE GOOGLE MAPS INTEGRATION PEEKLOGIC
WEBThe Peeklogic team developed a Salesforce Google Maps Integration. The app we developed beautifully displays the location of the closest health care objects on Google Maps, rendered per the Salesforce Account’s location. We also worked out business flows with the Client and implemented them in CRM. Client. Healthcare Software Solutions …
Salesforce Jira Integration Custom Development Peeklogic
WEBClient. Global Digital Commerce Agency. Challenge. The Client used to handle most of their business and sales processes in Jira Atlassian. One of the processes the Client required was that when a user changed an Opportunity stage, they …
SALESFORCE QA AND SALESFORCE TESTING PEEKLOGIC
WEB05. System testing. 06. Salesforce QA. We can also set you up for regular automation testing as well. We do this also by building you a testing framework to ensure continued Salesforce QA. Peeklogic Salesforce Consulting agency as well use Salesforce testing tools like Force.com, Workday. And more to build the right framework for your product.
Salesforce Google Drive Integration
WEBc. Upon saving, your will redirect to the google Authorization. d. We need to open an unsafe connection. e. Allow the access. f. Once you are authorized as a user. If you find (The authentication provider didn’t provide a refresh token.
Five9 Salesforce integration
WEBThe Five9 CTI Adapter is a tool used in call centers that use Salesforce CRM. It works with both incoming and outgoing calls. Our Peeklogic Salesforce team configured the Five9 Salesforce integration. This made the Client’s user interface more comfortable and efficient. The new interface saves a caller’s information, including their phone
Salesforce SpringCM Integration
WEBThe Client requested that Peeklogic implement a document automation flow to align with the Client’s business flows. This was in addition to a Salesforce and SpringCM integration. Furthermore, with the help of that SpringCM integration, the following functionality needed to be available: Document Generation. Contract Management. Organize
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