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Tips for Selecting the Right Marketing Automation
by Samantha Safin published Feb 15, 2017 last modified Feb 13, 2017 04:57 PM — filed under: , , ,
Marketing automation is a powerful tool in your company’s CRM strategy, but it can be daunting to select the best option for your needs.
Located in Archive / 2017
Getting Started with Speaking at Events
by Samantha Safin published Apr 26, 2017 last modified Apr 26, 2017 10:25 AM — filed under: , ,
Speaking at an event is a rewarding experience, and there are countless opportunities within the Salesforce community to put yourself out there, if you’re open to it.
Located in Archive / 2017
Midwest Appreciatin'
by Samantha Safin published Aug 30, 2017 — filed under: , , ,
I was thrilled to be a part of the Midwest Dreamin’ (MWD17) planning team this year, and experiencing the other end of one of these community dreamin’ events has given me an even greater appreciation of them.
Located in Archive / 2017
Better Than You Found It
by Samantha Safin published Nov 29, 2017 — filed under: , , , , ,
Getting a new job is exciting, and if you’re a Salesforce Admin, it’s a good time to make sure that you’ve set up your successor to be, well, successful.
Located in Archive / 2017
Using Leads in Program Management
by Samantha Safin published Feb 02, 2018 — filed under: , , ,
The concept behind the Leads object in Salesforce is extremely useful, and not just for marketing and sales teams to hand-off prospects.
Located in Archive / 2018
Image PNG imageLead to Case planning
by Samantha Safin last modified Jan 31, 2018 03:42 PM
Located in Archive / 2018
Image PNG imageNew PB Flow
by Samantha Safin last modified Jan 31, 2018 03:43 PM
Located in Images
Image PNG imagePB Flow Criteria
by Samantha Safin last modified Jan 31, 2018 03:44 PM
Lead to Case process builder flow criteria
Located in Images
Image PNG imagePB Set Values
by Samantha Safin last modified Jan 31, 2018 03:45 PM
Lead to Case PB Flow actions
Located in Images
Image PNG imagePB Converted IDs
by Samantha Safin last modified Jan 31, 2018 03:46 PM
Lead to Case creation converted ID fields for mapping
Located in Images