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How do I Manage my account in Salesforce?
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You can manage your account in Salesforce by clicking the Setup gear in the top right corner and selecting Your Account (Lightning Experience), or Log into Your Account. You can also find Your Account in the App Launcher.
Get the most out of accounts by merging duplicates, sharing accounts with the right people, seeing the history of an account, and more. And, get vital account metrics using the Account Intelligence view.
You can manage your account in Salesforce by clicking the Setup gear in the top right corner and selecting Your Account (Lightning Experience), or Log into Your Account. You can also find Your Account in the App Launcher.
Get the information you need, when you need it, right in your Salesforce org. Here’s what you can do from the Your Account app home page. Increase your product and license count (1). Review your current products and update credit card and billing information (2). View your existing statements, orders, and invoices in Salesforce Checkout (3 ...
- Gain A Single View of Your Customer
- Generate New Sales Leads
- Meet Customer Expectations Before They Know What They Are
- Be Guided Through Business Decisions with Voice Technology
- Building Apps Can Be Fast, Easy and Fun
- Build An Online Community
- Personalise Services with Automation
- Create Impact Regardless of Business Size
- Leave Behind The Shared Customer Service Inbox
- Opportunities to Continually Learn
Today’s customer expects businesses to deliver personalised experiences across all channels and departments — and you want to meet these expectations. Easier said than done, right? Well, with Salesforce Customer 360every customer interaction is centralised in the one system, providing a ‘single view of the customer’. If a customer contacts you, sta...
Want to close deals faster? Salesforce allows you to create highly targeted communications with people who closely resemble your current customer group. By analysing your current and past customer data, Salesforce builds lookalike profiles, meaning you can easily identify and market to potential customers.
The concept of artificial intelligence can sometimes be daunting to teams, but in reality, it’s easy to implement within any business. Einstein is Salesforce’s AI and is built right into every part of the platform. Einstein automatically makes you smarter and more predictive about your customers — so much so you may know of a sales or service need ...
Voice technology is moving from the home to businesses thanks to the announcement of Einstein Voice Skills. Salesforce has embedded Einstein intelligence into Amazon’s voice service Alexa — bringing powerful voice technology to CRM. So what does this mean for the everyday business? For example, Einstein Voice will help service agents spend less tim...
So much of today’s business is conducted on the go, with managers and employees constantly stealing small moments to look after important business. Imagine how much more efficient this process would become with mobile apps custom-built for their needs. With the power of the Salesforce Lightning Platform and Heroku, businesses can build and deploy n...
Leveraging technology to build an online community strikes the right balance between AI-powered chatbot and human interactions. Salesforce Community Cloud helps you create a single location where customers can go to ask for answers, discuss products and share ideas. Not only are you creating a community around your product and service, but it means...
According to the latest Salesforce State of the Connected Customer, 75% of customers expect companies to use new technologies to create better experiences. Major brands are expected to offer personalised service and customer journeys, just as small businesses traditionally did. Salesforce makes this possible through automation, data analysis, inter...
The reverse of the above is just as true — SMBs are expected to offer systems and technology to make customers’ lives easier, just as enterprises and mid-markets do. Whatever the size of the business, Salesforce introduces the single most powerful competitive advantage — a delightful and consistent customer experience. And growing SMBs are already ...
With an integrated CRM, you can manage cases and help customers at lightning speed. Data and insights are at your fingertips, which means no more time trawling through an inbox and deciphering email chains. On top of the ease of customer service, self-service siteshelp those customers who want to find their own answers, while customer insights make...
The Fourth Industrial Revolution is changing the way we live and work — creating opportunities and shaping industry practice. Salesforce’s online learning platform Trailheadis designed to help you learn new information and skills in a fun and engaging way. Trailhead is so popular it has its own community of Trailblazers — fellow learners who suppor...
Easily browse, buy, and manage Salesforce subscription services with the Your Account application. Enhance your SaaS experience.
Add products and licenses, manage your contracts and renewals, view and download invoices, and get account support right in your org with the Your Account...
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related to: What can I do with my Salesforce account?Extend your network with Sales Navigator: 800 million sales leads at your fingertips. Hit Your Sales Quota by Building the Right Relationships. Learn More Today.
marketplace.atlassian.com has been visited by 100K+ users in the past month
View Up-To-Date Salesforce Data Within Confluence & Add Context to Conversations. Seamlessly Integrates Salesforce & Confluence to Enhance Cross-Platform Visibility.
insightsoftware.com has been visited by 100K+ users in the past month
Connect to your Salesforce data from SAP® Data Services using the SF Adapter for SAP® DS. Enable standard SQL access directly to data, without extraction, via Salesforce API
