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Salesforce, the world's #1 CRM platform, revolutionizes customer relationships. Offering a comprehensive suite of tools for sales, marketing, and service, Salesforce empowers businesses to connect with customers in meaningful ways. With cloud-based innovation and a customer-centric approach, Salesforce transforms how organizations drive success and build lasting connections in the digital age

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FAQ - Salesforce

What are some common features of this service?

Some common features include customer relationship management, cloud-based platform, and advanced analytics.

Is this service suitable for small businesses?

Yes, this service offers affordable options for small businesses and can be customized to fit their specific needs.

How does this service improve overall productivity?

This service streamlines sales processes, automates tasks, and provides real-time insights, leading to increased efficiency and productivity.

Reddit Posts - Salesforce

Error creating Task

Hello! My client is having an issue when trying to create a Task from a case's Open Activities section. I can do it with my Admin Profile with no problem, but they are getting the "Unable to fin...

2024-11-20 07:52:50
Posted by u/SoupyCat13 in r/salesforce
Score: 2 | Comments: 0

Salesforce NIGHTMARE - Leaving the platform

VENTING...You won't believe this: Due to Salesforce's own billing issues, they were unable to charge my card on file and sent me an email saying I have a balance. I responded saying that I've been a S...

2024-11-18 23:01:01
Posted by u/seri-ous in r/salesforce
Score: 0 | Comments: 4
  • While something sounds wildly suspicious about this and like it is to leave a digital paper trail of your lack of wrongdoings (sorry)... I was curious about their master services agreement and this. Figured I'd share and as always beware that it isn't guaranteed to be correct, so vet it if you use it, but the PDF Q&A things from chatGPT I've found to be OK... [https://chatgpt.com/share/673bc9f9-d8b0-800f-a544-3c004a9dbb79](https://chatgpt.com/share/673bc9f9-d8b0-800f-a544-3c004a9dbb79)
  • Are you a customer or a partner?

Help with Quote Generation

Hello all, I am having trouble figuring out a way to generate our quotes on salesforce, I understand how to use dynamic fields to add the names, address, date, etc. and I understand the pricing table....

2024-11-18 15:49:45
Posted by u/saucytortillas in r/salesforce
Score: 1 | Comments: 6
  • Are you using CPQ to generate your quotes, or just using out-of-the-box quotes? You'll need a document generation tool to get the dynamic tables into the quote. You might get away with the S-Docs free tool, but otherwise a paid tool like Conga, OmniStudio, Nintex, etc... is going to be needed
  • You tried CPQ and don't prefer paying extra, then I think you have to look for an alternative which can provide dynamic fields for quotes like CPQ does.
  • I am assuming your on Sales cloud. Have you setup the standard quotes object (not CPQ)? Using this you can add quote lines to your quote to calculate the quote total. You can enter your scope of works into the description field. If that does not give you enough formatting options, you can create a custom rich text field to allow for additional formatting. When your quote is ready you can generate a PDF from a predefined quote template. Setup quotes: [https://help.salesforce.com/s/articleView?id=sales.quotes\_enable.htm&type=5](https://help.salesforce.com/s/articleView?id=sales.quotes_enable.htm&type=5) Setup Quote Templates for PDF generation: [https://help.salesforce.com/s/articleView?id=sales.quotes\_template\_landing\_page.htm&type=5](https://help.salesforce.com/s/articleView?id=sales.quotes_template_landing_page.htm&type=5)
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