Step 1: Understand Your Business Needs Identify Your Goals When I first started exploring Salesforce, I realized it’s crucial to have a clear picture of what I wanted to achieve. I sat down and made a list of my business goals—like improving customer relationships and increasing sales efficiency. Trust me, figuring out your objectives upfront […]
Understanding Your Audience Researching Customer Profiles Alright, let’s get real for a second—understanding your audience is like finding gold in the lead nurturing world. You can’t just throw spaghetti on the wall and see what sticks. You gotta do your homework! Dive deep into your ideal customer’s psyche. Think about their pain points, desires, and
Step 1: Understand the Basics of Salesforce Flow Getting Familiar with Flow Types Alright, let’s start with the basics. Salesforce Flow is a powerful automation tool that allows you to streamline and automate processes within Salesforce. There are different types of flows: Screen Flows, Record-Triggered Flows, and Scheduled Flows, to name a few. Understanding these