Salesforce roles and profiles explained
Navigate to the Setup page. In the Quick Find box, search for Roles and select it. Click Set Up Roles. Your new role will be located within the existing role…
Using conversational marketing for lead generation
Traditionally, organizations have generated leads by capturing website visitor data via contact forms, content download requests, and other website-related activities. However, the majority of website visitors as many as 96…
How to add multiple approvers in Salesforce
Create your approval process and navigate to Approval Steps. Click New Approval Step to create Step 1. Choose Select Assigned Approver. Select Automatically assign to approver(s). The dropdown fields that…
Jotform earned 400+ review badges in 2023
Jotform had quite the year in 2023. From empowering users with new integrations, features, and collaboration tools to publishing two informational e-books, we covered a lot of ground throughout the…
How to create Salesforce searchable fields
Start by creating a custom text field in the object Create a flow that will update your custom text field Add an Update Records element to your flow Save your flow, give it a label,…
The 5 best Alchemer (formerly SurveyGizmo) alternatives
Jotform Qualtrics Sogolytics SurveyMonkey QuestionPro Alchemer, formerly known as SurveyGizmo, is an enterprise-grade survey tool that helps organizations gather data from their customers. Alchemer’s Survey product is focused on combining…
ServiceNow vs Salesforce: Features, pricing, pros, and cons
The right software can play an integral role in the success of your business. With the right platform, you can streamline workflows, better store and access the data you need,…
What to look for in an HR ticketing system
Customizable submission request forms Workflow automation Reporting Integration with other tools As businesses grow, so do their HR needs. When you have more employees, you have more paperwork, more questions,…
The best apps for caregivers: Enhancing care with technology
Jotform Apps CaringBridge Medisafe Medication Management DailyCaring Lotsa Helping Hands Eldercare Locator Pillboxie Caring Village Birdie YCare (eCare21) AARP Caregiving Caregivers play a vital role in society, yet they often…
5 Salesforce hacks you need to learn
Keyboard shortcuts Dashboard customization Enhanced search capabilities Workflow automation Install partner apps with AppExchange Salesforce has revolutionized the way businesses manage customer relationships. Its comprehensive suite of tools and features…
