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Salesforce Knowledge with The Ultimate Guide

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Salesforce Knowledge with The Ultimate Guide

You want to get the most out of your Salesforce knowledge and skills, so that you can help your company win in the marketplace. After all, you’re likely sitting on a goldmine of information, and you want to leverage it in the best way possible to get ahead of your competitors and accelerate your career trajectory within your company. To do that, you need to learn how to get the most out of Salesforce. But where should you start? And what would be the most valuable knowledge for you to gain?

What is Salesforce Knowledge?

Salesforce Knowledge is a tool that allows companies to gather information from their employees and customer base to build a centralized database of information. It is built on top of Salesforce Service Cloud and includes customer support, field service, help desk, partner management and more. The knowledge base feature has many applications beyond traditional help desks and can be used for customer feedback, internal company documentation or even lead generation. Before you start developing your own knowledge base in Salesforce Knowledge, it’s important to understand what it is and how it can be used. This guide will introduce you to Salesforce Knowledge and outline its capabilities so you can determine if it’s a good fit for your business needs. You’ll also learn about different ways to integrate Salesforce Knowledge into your existing platform. Let's get started!


Salesforce Service Cloud

For many businesses, e-mail is their central system for communication and it’s crucial that email remains a priority. Salesforce Service Cloud lets you send important email messages directly to your customers via mobile app, SMS or email. Better yet, those messages can be automatically triggered based on actions from other apps and systems such as after an e-commerce purchase or when a customer responds to your email with specific text (you can also create custom triggers). This is one of many powerful examples of how you can integrate Salesforce Service Cloud into any workflow. In fact, as more businesses continue to rely on automation and integration, it becomes vital that cloud software offers seamless integrations like these—and Salesforce leads in delivering those types of capabilities.

Salesforce Consulting

Salesforce has been a big deal for nearly 15 years now. Over that time, they’ve continued to push out innovations on a consistent basis, including new ways to manage our data and files. In addition to those big additions, they also offer consulting services – and while they aren’t cheap, they are helpful! Using Salesforce Consulting is an easy way to get insights from experts who know more about their platform than you do. That comes in handy when you have specific questions about your organization or data management needs. And it doesn’t stop there; let’s take a look at some of these interesting features in more detail * Data Management: Salesforce Consultants can help you understand how your business works within their platform, providing information and guidance on what tools best fit your needs. They can also help you determine how much data storage space will be needed, which ultimately impacts pricing structure and other fees associated with any given package. * Reports: You probably already know about reports, but did you know that consultants can customize them for your business? This makes things easier for everyone involved because users won’t need to worry about compiling lists of required reports—they’ll simply ask their consultant if something isn’t available. * File Storage: One common complaint people have about Salesforce is its file storage capacity.

Salesforce Integration

Get to know Apex Code and its use within integration tools like Visual Flow, Batch Apex and Process Builder. Start on page 24 for everything you need to know about writing Apex code and retrieving records from Salesforce. Salesforce Consulting: Learn how to work smarter with user interface (UI) customization, workflow rules, approval processes and actions, fields (including sharing), lightning pages, record types and relationships. Salesforce Service Cloud: This is an introductory guide that covers specific Service Cloud features including cases, notes, email integration and reporting. Also learn how Service Cloud can help transform your business processes using auto-coding triggers and high-level tools such as orchestration.

Benefits of using Salesforce Knowledge

Ease of use, Engagement & Sales enablement and Help Desk Automation. Keywords: Salesforce Integration, Salesforce Consulting, and Help Desk Automation. Use #knowledge in your tweets to increase your chances of being found on Twitter. Try tweeting a few times per day (up to 3 or 4 times). Share articles that you find interesting related to Salesforce knowledge or try sharing something that is your own creation like a post from our knowledge base or one of our whitepapers on Twitter. If you are really active on Twitter (you tweet 10+ times per day) then you can use Promoted Tweets which allows you to pay for exposure for your tweets which should result in more people seeing them and hopefully clicking through to read them on Salesforce knowledge!


Salesforce Knowledge and Salesforce Integration — What You Need to Know. The post will include an overview of Salesforce Knowledge as well as an overview of how integrations work with other tools. We will be providing step-by-step instructions on how to get started building your own custom knowledge base within Salesforce, along with a list of powerful tools you can use to quickly create a personal knowledge base in minutes. This is not a guide for how to integrate Salesforce with another tool. It is intended for people who already know how to connect their tool or application with Salesforce (for example, Zapier). If you are new to Salesforce integration or need help getting started, please refer to our guide titled How To Integrate Your App With Salesforce: A Step-By-Step Guide . This guide includes easy steps for connecting any app or tool with Salesforce using standard integration methods such as Heroku and web hooks.

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