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3 days ago · An account executive (AE) is fundamentally a relationship architect. They are salespeople who maintain business relationships with prospective and current customers. Once the sales team finds leads (and qualifies those leads ), account executives step in to build on the initial connection, close deals, and nurture relationships.
3 days ago · An Admin’s Guide to Salesforce SOQL + Examples. By Andreea Doroftei. June 26, 2024. There are multiple ways to retrieve Salesforce information, varying in complexity and general use. While searching for records one by one, building a simple Salesforce report, or even navigating through Setup to check a permission set’s field access, are all ...
2 days ago · Get the latest Salesforce news. Sign up to get news alerts, behind-the-scenes insights, and research from Salesforce News & Insights
1 day ago · Enter “Account” into the Quick Find Box. Click on the “ Person Account ”. You’ll be redirected to the Person Account Setup page. In the first step, click on the “ View Org Impacts ” button. Read all the major implications mentioned there. Check the consent checkbox and hit the continue. In the second step, click on “Setup” to ...
1 day ago · Join Gaby, in discovering how to set up, utilize, and implement your Salesforce Account Engagement (formerly Pardot) Preference Centers. She walks through the native, universal opt-out feature that empowers your customers to take control of their email experience and allows you to deliver more relevant, engaging content. Don't forget to like, subscribe, and hit the bell icon for more IMG ...
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2 days ago · Salesforce supports SSO through various authentication methods such as SAML 2.0, OAuth, and OpenID Connect. These protocols facilitate secure authentication and establish trust between Salesforce and the identity provider (IdP). Configuring Salesforce as a Service Provider. To configure Salesforce as a Service Provider (SP), you need to:
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related to: salesforce loginImprove efficiencies by eliminating repetitive tasks and streamlining customer activities. Check out the latest Forrester CRM report to see why Pega was ranked as an industry leader