Author: Khadija Bennani-Smires

03 Apr Optimize Salesforce FSC with Rollup Relationships

Posted at 10:15h in Financial Services by Khadija Bennani-Smires

When using Salesforce Financial Services Cloud (FSC), the golden rule is to create a unified view of your client. In this article, we will explore how Rollup relationships can help your teams find the right data points faster and easier to optimize their daily operations...

25 Mar Boost your Sales Efficiency with Salesforce Sales Engagement

Posted at 12:14h in Salesforce Sales Cloud by Khadija Bennani-Smires

Learn how to use Salesforce Sales Engagement as a tool to bolster your sales operations and efficiency within Salesforce....