The Link Up - Navigating the Salesforce Maze

An episode of the The Link Up podcast, hosted by Customer Link, titled "The Link Up - Navigating the Salesforce Maze" was published on October 31, 2023 and runs 41 minutes.

October 31, 2023 ·41m · The Link Up

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Summary

Welcome to The Link Up podcast by Customer Link! Salesforce is a powerful platform that offers a wide variety of products and features. The Link Up is dedicated to guiding you towards Salesforce greatness by explaining the best practices and topics you need to pay attention to during your Salesforce journey. In this episode, we'll explore the complex infrastructure of Salesforce and provide you with tips and strategies for successfully navigating it. (00:00) - Intro (01:18) - When does the need for a CRM platform like Salesforce arise? (05:14) - Existing Salesforce roadmaps (09:40) - Interesting Salesforce (customization) use cases (19:10) - Tips & tricks for making adjustments yourself (27:30) - Salesforce data model (35:30) - Ready-to-use & convenient components of Sales Cloud (40:18) - Conclusion Follow us on LinkedIn: https://www.linkedin.com/company/the-customer-link/ Follow us on Instagram: https://www.instagram.com/customerlink/

Episode Description

Welcome to The Link Up podcast by Customer Link!

Salesforce is a powerful platform that offers a wide variety of products and features. The Link Up is dedicated to guiding you towards Salesforce greatness by explaining the best practices and topics you need to pay attention to during your Salesforce journey.

In this episode, we'll explore the complex infrastructure of Salesforce and provide you with tips and strategies for successfully navigating it.

(00:00) - Intro (01:18) - When does the need for a CRM platform like Salesforce arise? (05:14) - Existing Salesforce roadmaps (09:40) - Interesting Salesforce (customization) use cases (19:10) - Tips & tricks for making adjustments yourself (27:30) - Salesforce data model (35:30) - Ready-to-use & convenient components of Sales Cloud (40:18) - Conclusion

Follow us on LinkedIn: https://www.linkedin.com/company/the-customer-link/

Follow us on Instagram: https://www.instagram.com/customerlink/

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