Particle Blog
Prevent Duplicate Data within Salesforce

Prevent Duplicate Data within Salesforce

Duplicate data management and data stewardship are big challenges for all businesses. Databases that aren’t kept clean and updated can cause you to make unwise business decisions and affect your ability to execute quickly. Fortunately, this can be prevented within Salesforce. You don’t have to rely on AppExchange products to prevent duplicated data anymore. The platform now offers Duplicate Data Management as a native feature.  If you’re using the Professional, Enterprise, Unlimited, or Developer editions of Salesforce, you can detect duplicated data...
Read More
Chatter More, Email Less with Salesforce

Chatter More, Email Less with Salesforce

Salesforce’s internal social collaboration platform, Chatter, is one of the top social collaboration tools according to review platform, G2 Crowd. This isn’t surprising. Chatter has enabled businesses to share valuable information amongst themselves, changing the way they collaborate and communicate internally. Chatter is a versatile tool for your company.  Here are three of the best ways you can use it to help your business: 1. Collaborate internally about prospects and customers. You can use Salesforce Chatter to ask questions you’d...
Read More
Avoid the Headaches of Data Integration with Salesforce

Avoid the Headaches of Data Integration with Salesforce

For growing businesses, having data in multiple, siloed systems is a major issue. Data is spread across multiple systems making it hard to have a full 360 view of vital customer information. It’s hard to know everything that’s going on in your business. Trying to get all the information you need into one place can make data integration a time-consuming and expensive endeavor. You can avoid data integration problems with Salesforce.  1. All your information is in one location. Using...
Read More
Salesforce Lightning Reports: The 3 Best Features about the New Salesforce Reports and Dashboards

Salesforce Lightning Reports: The 3 Best Features about the New Salesforce Reports and Dashboards

In a previous post, we talked a little bit about the new Salesforce Lightning Experience. We want to discuss in detail one of the best new features - the new Salesforce Lightning reports and dashboards. First of all, like the rest of Lightning’s new user interface, reports and dashboards look better than ever. They’re also easier to navigate and edit. They are more interactive too, which makes the data more engaging to read and interpret. Here are some of its...
Read More
Salesforce Workflow Automation: Scaling Your Business using Salesforce

Salesforce Workflow Automation: Scaling Your Business using Salesforce

Many times when a routine event occurs in your business, it starts a chain reaction of other events. People need to be notified, tasks must be scheduled, and processes must be started. Salesforce workflow automation can help. Day-to-day business operations are made up of dozens or more of interrelated actions and reactions like these: A new customer signs up for your services, you send them a thank-you e-mail, notify the billing department to set up their account, and schedule your...
Read More
1 5 6 7 8 9 12