Salesforce is a highly versatile customer relationship management software that can be customized to satisfy a range of business needs. One example of Salesforce’s customizability is its "custom objects" function, and this tutorial walks you through how to make sure your team knows when those custom objects are created, so...
Salesforce (Legacy) Tutorials
Read content specific to Salesforce (Legacy). Discover how to get started, browse popular zaps, solve common problems, and more.
Thousands of companies use Salesforce as their customer relationship management system, and thousands of companies use Slack as their inter-office method of communication. So why not streamline processes between the two platforms? One way to do this is by getting a Slack notification every time you're assigned a new task...
Data input isn't anyone's idea of a good time, especially when it means copying and pasting information from one application to another. If you're routinely grabbing responses from Gravity Forms and pasting them into Salesforce as custom objects, stop. You can automate the process instead. Here's how. What are custom...
Integration How To: Connect WPForms and Salesforce to Automate Lead Management Add leads in Salesforce when you get new responses in WPForms: Video transcript: Copying form responses from the form itself to the app where I manage my leads—Salesforce—can induce a headache. In Salesforce, I could manually create or update...
Integration How To: Connect JotForm to Salesforce and Automatically Send Leads to Your CRM Create leads in Salesforce from JotForm responses: Video transcript: Copying form responses from the form itself to the app where I manage my leads—Salesforce—can induce a headache. In Salesforce, I could manually create or update the...
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