Problem: Users need to identify duplicate Accounts and reconcile the data
It is not unusual for multiple Accounts to be created for the same company. Sometimes Contacts submit forms and self-supply...
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It is not unusual for multiple Accounts to be created for the same company. Sometimes Contacts submit forms and self-supply...
The buyer’s journey for Opportunities varies from company to company and product to product. But the goal is...
Securing a new customer Account is a time for celebration, but also transition. The key contacts have made the decision to move...
Losing an Opportunity can be an unpleasant experience. The instinct is to move on quickly and focus on other...
Using consistent naming conventions has many benefits for the users of Salesforce. It helps to provide...
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