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integrate

CDC in Salesforce and How to Export Attachments

Jul 31, 2021 By Mark Smallcombe In Integrate
Salesforce is one of the most popular customer relationship management (CRM) solutions. A lot of companies use it for every aspect of their business. In fact, Salesforce bills itself as a Customer 360 platform. If you’re familiar with Salesforce, you know there are a lot of tools. The right choices allow you to get the most actionable use of the wealth of data from the platform. We’ve talked before about how to create a Salesforce ETL pipeline.
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integrate

Demystifying a Heroku Salesforce Connector

Jul 23, 2021 By Abe Dearmer In Integrate
There's been some mystery associated with the Heroku Salesforce connect that links the Salesforce CRM with the Heroku Postgres database service. This connection is an add-on called Heroku Connect that enables multiple processes and transfers with no coding required and simple point and click executions. Heroku Connect offers bi-directional data synchronization while also creating secure data transfers. This connector also allows a user the freedom to customize and streamline their data transfer processes.
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integrate

SFTP to Salesforce - Guide to a Secure Integration

Jul 16, 2021 By Abe Dearmer In Integrate
Organizations have numerous departments and employees of all skill sets using the same CRM. When it comes to Salesforce, transferring data and files from an external location can be complicated, especially when dealing with confidential information. A great solution to securing the data transfer is to use an SFTP. Here is a step-by-step guide on how to integrate your systems from SFTP to Salesforce.
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yellowfin

Why Yellowfin built our own CRM analytics solution

Jul 8, 2021 By Glen Rabie In Yellowfin
Like most organizations, Yellowfin has a CRM tool. The data in your CRM should be able to help you understand how you’re selling and how you win. But everyone I speak to is frustrated by the analytics they get from their CRM. We realized very quickly that the reporting in our CRM tool wasn't meeting our needs, so we built our own solution.
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integrate

Pushing Data from a Data Warehouse to Salesforce

Jun 30, 2021 By Mark Smallcombe In Integrate
Salesforce is the world’s leading CRM (customer relationship management) software, with a 20 percent market share. The Salesforce CRM software is chock-full of features for business intelligence (BI) and analytics so that you can capture hidden insights and make smarter, data-driven decisions. The traditional ETL (extract, transform, load) process extracts data from one or more sources and then deposits it into a centralized data repository.
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Get a Complete View of Salesforce Data with MongoDB

Jun 22, 2021 By Xplenty In Xplenty
Teri will show you how you can incorporate Salesforce (relational data) into a MongoDB collection (non-relational data) to give your customers a unified customer experience. The webinar will focus on the piece of the puzzle where we read Salesforce data and format it into the shape needed to go into a Mongo collection (a collection is the term MongoDB uses for a data set like a table in a relational database). We’re showcasing the ability to go back and forth from NoSQL to SQL for a unified customer experience.
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integrate

Create a Salesforce ETL Pipeline in 30 Minutes

Jun 15, 2021 By Abe Dearmer In Integrate
Salesforce is one of the world’s most popular CRM (customer relationship management) software platforms, helping businesses of all sizes and industries beat their competitors and better serve their clients. But instead of keeping your Salesforce data inside the CRM platform itself, you can make better use of this information by moving it into a target data warehouse.
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integrate

What Does Customer 360 Mean?

Jun 2, 2021 By Abe Dearmer In Integrate
Collecting and analyzing data on your customers’ preferences and behavior is one of the best ways to improve your products and customer service. As your business grows, you need enterprise-class customer relationship management (CRM) software that can store and manage all of your customer data. Salesforce is a software as a service (SaaS) company that provides the Salesforce CRM software to more than 100,000 organizations worldwide.
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integrate

6 Tips for Configuring an ETL Solution in Salesforce

May 17, 2021 By Abe Dearmer In Integrate

Salesforce is the world's #1 CRM (customer relationship management) platform. The service provides access to valuable data by logging and collecting customer interactions, regardless of the channel in which they take place. Whether it gets the information from phone calls, website transactions, or social media posts, Salesforce delivers customer data in real-time so business owners can gain essential insights.

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