How Do I Integrate Electronic signature in SalesForce
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FAQs
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Is it easy to implement Salesforce?
SFDC is so broad, I can safely say one could spend their entire career learning, modeling and signNowing themselves for various aspects of the platform. There's just basic SFDC (Salesforce.com) and then there are other areas; Service Cloud, Sales Cloud, Heroku, Data.com, etc.The best advice I would give before even attempting to do anything "real" is to do the following;1. Sign up for a developer account (it's free - forever)2. Go through the http://wiki.developerforce.com/p... - examples by examples. It's basically all there - The problem I find is that people with software developer experience try to "beat into submission" their current experience to the SFDC platform.That, IMHO why SFDC is seen as "hard to learn" - it's not that it's hard. it's just hard to mentally ditch your previous experience (or at least tweak the heck out of it).Some For-instances - *. The APEX language, even though it's "java-like" is simply not Java.*. The Visualforce language, although "HTML-like" is simply not HTML or javascript. Further, the architecture of how it works is completely different from how thing work in typical web server environments.*. SOQL/SOSL Data queries are not SQL. The typical scenario is, many companies that have big expensive development staffs that try to just "pick up" SFDC, run into huge problems. Usually involving large licensing fees (upwards of $65/month/user to $250/month) and some completely befuddled developers....And then in come the consultants - billing out at about $250/hour (and up)Soon companies can be hemorrhaging money. SFDC has a lot of advantages - multi-tenant architecture, guaranteed availability, mobile apps, APIs, great, friendly user interface, internationalization, JSON/RESTful interfaces, lots of extensibility, a great user community.... and lots more. BUT- Learning the SFDC platform is infrastructure programming, pure and simple, with a lot of "clicks-not-code" activity.I've found it hard to convince java programmers, for instance, that (s)he can implement a workflow and/or Validation rule to do what they need to do, rather than sling a bunch of lines of code into a trigger or anonymous APEX to have things done.To learn Salesforce, throw your java/SQL/HTML (well most of your HTML) experience away, and just make it through the workbooks in the link I provided above.... THEN - determine if it's for you.There are so many specific tricks to learning how to build a really robust SFDC implementation, that it can seem daunting at first.... however, it's absolutely amazing to me how many people simply have not gone through the workbooks.... It's usually my first question: "have your developers gone through the Force.com workbook?"
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What are the best online tools/apps/platforms to increase sales?
Oh boy… there are loads. Just check out this marketing technology landscape graphic showing the players in the industry as of 2016 created by Scott Brinker:Scary… I know. So let me show you a few of my favourites, broken down by category.CRM — Leadscore.io(Disclosure: I work here)I have used a number of CRM platforms in the past , and Leadscore is definitely the best bang for your buck. Its especially powerful for helping small companies increase their sales operations, because of its built-in email and calling functions. The automation features will help you jumpstart your sales process and the team collaboration tools will make sure your reps are all on the same page. We follow the “eat your own dog food” principle and use the platform daily, so features are constantly being added and improved. You’ll find that the price point is competitive in comparison to other CRM solutions, too. You can signNow out to me at elliot@leadscore.io if you’d like an invite!2. Scheduling — CalendlyOnce you begin to pic up speed with your sales, you quickly begin to fill up your working hours. Calendly allows you schedule meetings without the back-and-forth emails. All you have to do is set your availability preferences and the tool will do the rest for you. Just share your Calendly link with prospects and they can choose a time which fits them best, and the event is added to both of your calendars. Essential!3. Automating work flows — ZapierAutomation is the new black, and its allowing for sales teams to achieve productivity levels that would be near impossible manually. Once you start building your stack of sales tools, you’ll soon feel the burn of constantly flipping through tabs, copy and pasting, linking to team members, etc.Zapier solves that by connecting your web apps together to help you automate your work flows by creating “zaps” (similar to IFTT’s recipes). Admittedly, it can be hard to wrap your head around how this works if you’re a non-technical sales rep, but the learning curve isn’t so steep and you’ll be zapping your apps in no time. Here’s a cool list of Zapier hacks for salespeople and marketers.4. Productivity — TextExpanderOkay, this one is not strictly a sales or marketing tool, per se, but it will definitely find its way into your daily (if not hourly/minutely) use. TextExpander allows you to create snippets—short keyboard commands which, when typed, expand into pre-written text. You can even insert customisations, like fields and autofills (for date/time, for example). Although you might only be saving a few seconds per snippet used, because of the compound effect, you’ll end up saving hours in the end. I have saved myself from typing over 2.8 million characters.I’d recommend making snippets for everything from signatures to cold email copy templates.Hope this helps. With these tools, you should have a solid base to supercharge your sales ops. Good luck!
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How do I integrate Salesforce with Box?
Great question! Being the CMO of cloudHQ, this is a question I think I should answer! :-) Box has an integration with Salesforce, but it really doesn't cut the mustard because: There's no automatic backup of Box in Salesforce, or of Salesforce in Box. Sorry- but you are able to do it manually. Users need to depend on 2 services: Salesforce AND Box to work. Last Sunday Box was down. What about countries where our Sunday is a Monday (Australia, Philippines, etc)? By depending on two services, you risk your work reliability. No search: All documents stay in Box, so salespeople can't search for their docs in Salesforce. The search results will show "no results". Salespeople need to hyperlink a Box doc to their chatter files or personal library, and then click the hyperlink to go to Box and access it there. The biggest issue is that these hyperlinks are (1) auto-generated by Box, so the title doesn't tell you what the document is, and (2) the title isn't searchable.Don't get me wrong, the Box cloud storage solution is PERFECT for many enterprises, but their integration lacks major functionality. So, with cloudHQ, we can map the sync for you, and you can still use Box with Salesforce.Here's how we do it:In Box, we map your Salesforce folders into 3 sections: accounts, opportunities, and your personal library (including chatter files). So whatever you put into Salesforce, gets synched to Box, in one of the 3 folders. Whatever is in your Box account is synched to the appropriate account, opportunity, and personal library in Salesforce. And I'm not talking about hyperlinks, I'm talking about the whole damn document. Because that's what salespeople need when they're on the go. They need a fast search that brings up their documents via mobile in Salesforce.Backup: Whatever is in your Salesforce will automatically appear in Box, in real-time. And whatever is in Box, will automatically appear in Salesforce. Do you have a report you need to share? Get it all in your Box folder and share the link with your supervisors. It'll always be up to date since the sync is in realtime. :)Safety with Archive folders: If you ever accidentally delete an account, or information is all of a sudden missing because of a malicious deletion, enable your archive folders in cloudHQ. It'll save a copy of your Salesforce account before any changes have been made in Box. This will give you no down time, and you can always just pick up where you left off. Give cloudHQ a whirl. Here's a 10% discount on top of your 15 day, no credit card free trial: 10% discount - cloudHQ Also, please let me know if you need more information, or if there's something else that you need that cloudHQ doesn't offer. We really want to help! :-)
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How do I integrate Salesforce with Outlook?
The CRM integration with Outlook is working for more than one CRM, actually. But it seems that you have already decided to use Salesforce, haven't you? I won’t blame you on that. Salesforce is one of the best known systems in the CRM world. And Salesforce for Outlook has been developed to sync Salesforce with Outlook.The problems arise when you start working with it though. A lot of companies have determined specific ways to work with Salesforce – and they don't match the way Salesforce wants their users to work with the CRM. I noticed that when I was trying to set up the CRM for a client. That kept me from using Salesforce for Outlook any longer and I started trying other solutions. Have a closer look at Contactmonkey or Riva then you know what I mean.My favorite solution right now is Thrive for Email (https://www.thrive.email). It is a free integration for Salesforce that automatically works in any version of Outlook (and It doesn't matter what operating system you use!), as well as on your phone and tablet. It is easy as it sounds: You simply connect your email and Salesforce account – and your emails will be saved to Salesforce 24/7.
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How can I switch from SharePoint to Salesforce?
Hi,If you are proficient with SharePoint, then switching to SalesForce no problem.SalesForce much advanced that you will Love it. Coding in SalesForce is much fun and you can database query directly in Code.OOB customisations are easy handle. The important thing you need very good basic information about the SalesForce architecture so that you can adopt accordingly
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What is the best way to integrate Twilio with Salesforce?
I suggest you to read this post before you integrate any sms gateway with salesforce.In 3 ways you can send SMS from Salesforce.In every option you have pros and cons and choose based on your criteria.1. Salesforce default SMS sending A. Cost wise very expensive in case of messaging. B.Some places you have to put your development efforts to make the process automatic.2. Integrate SMS gateway. N number of gateways available in online where you can choose and integrate.Pros:SMS prices are low. Cons:If you want to send SMS to different countries Integration is not a good option becaus...
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Information Security: How much do electronic signatures cost?
signNow is an Apple & Google loved secure e-signature solution. Pricing merely depends your requirement. Check out the pricing of signNow here.
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What's the best way to integrate Twitter into Salesforce?
It kind of depends on what you mean by"integrate Twitter".There is an appexchange package provided by Salesforce that allows you to to track tweets, create cases, contacts and leads in Salesforce. it also tracks facebook posts and comments.You can deploy tweets from Salesforce as well.The package can be installed from here (you'll need to be an Admin): http://appexchange.salesforce.co...There are third party services that integrate into Salesforce such as Radian6 (recently acquired by Salesforce) and other vendors that provide more robust capabilities, but the above should get you ...
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How do I integrate Gmail and Salesforce?
Hey there,We have two great Chrome Extensions that will integrate Salesforce and Gmail.Save emails to Salesforce will allow you to save your emails from Gmail directly to Salesforce. This extension will save all your emails and attachments to Salesforce with one click.Sync Salesforce® Contacts to Google will allow you to take your contacts from Salesforce, and be able to contact them through Gmail; or have them within your Google Contacts.Both workarounds help power your Gmail and Salesforce experience!Hope this helps,SenadDisclaimer: I have a vested interest in cloudHQ
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