Salesforce Reports – Create a simple custom report

Introduction: Imagine trying to comb through your data to figure out what percentage of your opportunities had been closed this year. After a few hundred clicks, you would get pretty frustrated. Luckily, there are reports and dashboards to make your life easier. Compare, evaluate, dissect, and categorize data that will help you and your team make the right business decisions....
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What is CPQ?

What is CPQ? It is a software tool that helps companies generate quotes more quickly and efficiently for the products and/or services they offer. In today’s world, we like to have things our way and that too which suits our need. We tend to have as much customization as we can in our lives and in our day to day...
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Salesforce: Protecting PHI/PII data in Healthcare

Data security is the most important and most difficult aspect when it comes to Healthcare organizations, especially when ensuring the systems remain HIPAA complaint and maintain PHI/PII information safe. This effort is no less easy when you throw SaaS application in to mix. We will try here to address some common pitfalls and easy solutions to ensure that the clients...
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