EPISODE · Oct 31, 2023 · 41 MIN
The Link Up - Navigating the Salesforce Maze
from The Link Up · host Customer Link
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/
What this episode covers
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/
NOW PLAYING
The Link Up - Navigating the Salesforce Maze
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m