How to create a custom object in Salesforce
Creating a custom object in Salesforce Log in to your Salesforce account and select SetupFind the Object Manager tab Click Create, then select Custom ObjectEnter a name for your custom…
20 psychology survey questions to ask your clients
The process of getting to know your clients should start before they ever even walk through your door or log on for their first appointment. By having them fill out…
How to create a Salesforce relationship map
Creating a Salesforce relationship map Build your relationship mapCustomize itExpand itOrganize itKeep your map updated Managing customer relationships efficiently is a top priority for any organization. Salesforce, one of the…
How to use conditional logic forms in WordPress
Using conditional logic forms in Wordpress Choose from one of Jotform’s form templatesGo to the Settings tab, then click ConditionsSelect the condition you needFill out the fieldsSave the formClick on…
Types of survey bias and ways to avoid them
Marketers, sales professionals, and other business leaders wish they could look into a crystal ball to see the thoughts, preferences, and needs of their customers. While this magic doesn’t exist,…
What is application lifecycle management in Salesforce?
Over the years, Salesforce has become an essential tool for businesses of all sizes to manage customer relationships. However, as companies continue to build out their Salesforce ecosystem with custom…
How to accept nonprofit stock donations
How nonprofits can accept stock donations Put someone in chargeGet your policies in orderOpen the brokerage accountPrepare your websiteHave a plan for the stock Nonprofits often have many different revenue…
4 of the best record management software apps
Top 4 record management software apps DocuPhase SharePoint Confluence Box Keeping contracts, invoices, financial documents, legal documents, employee records, product documentation, and other essential records organized is a big task.…
Top 6 Salesforce survey tools
Best 6 Salesforce survey tools Jotform Formstack SurveyMonkey Qualtrics Wootric SimpleSurvey Salesforce, a top customer relationship management (CRM) software platform, is an essential tool for many businesses. However, a key…
Top 10 NetSuite alternatives
10 alternatives to NetSuite Salesforce SAP Odoo Microsoft Dynamics 365 Business Central Sage Intacct Acumatica Certinia ERP Cloud TallyPrime Brightpearl Epicor In today’s rapidly evolving business landscape, staying agile is…
