How to Set Up a ServiceNow-Salesforce Integration (2 Methods)
ServiceNow and Salesforce are widely used in enterprise-sized organizations, but need an integration to work together. Here are some options.
Salesforce Case Management – Best Practices from A Service Cloud Consultant
Urgency is the name of the game when it comes to Salesforce case management in Service Cloud. Regardless of your role, industry, or how your team uses Salesforce cases, the initial response time to customers’ […]
CRM and Pipeline Management for Content Marketers: Measuring Success with Lauren Lang
What is the impact of content marketing on an organization’s success? How should content marketers think about their CRM and pipeline management? These questions and others like them have become part of a hotly-debated topic […]
How to Connect Salesforce to Smartsheet Easily With 2-Way Updates
This tutorial will show you how to connect Salesforce objects to Smartsheet that works as effectively for one user as it does scaling for larger teams. The end goal here is to set up a […]
Ultimate Guide to Salesforce Opportunities
Salesforce Opportunities allow sales teams to track potential deals until they turn into successful sales. Here’s how.
How to Connect Salesforce and ServiceNow with a Configurable, No-Code 2-Way Flow
Here’s how to configure a no-code 2-way flow that turns Salesforce cases into ServiceNow incidents and back without scripts or spokes.
The Ultimate Guide to Salesforce Contacts
Salesforce contacts allow your team to centralize contact information for their sales and marketing efforts. Here’s how that works.
How to Set Up a Salesforce→Outlook Integration (2 Methods)
Need a Salesforce to Outlook integration? Here are the two best methods for setting this up, including a 2-way sync solution.
How to Quickly Connect Salesforce and Jira with 2-Way Sync
Here’s how to quickly sync Jira Service Management to Salesforce in minutes flat through Unito’s 2-way no-code integration for business users.
How to Quickly Sync Salesforce and Asana with Automated 2-Way Updates
Here’s how you can sync Salesforce and Asana easily with a no-code 2-way integration in just minutes flat to align sales and marketing.
The 13 Best Salesforce Integrations
Companies all over the world trust Salesforce to make their marketing, sales, IT, and other workflows as efficient as possible. Salesforce is a Customer Relationship Management (CRM) tool, which means it stores nearly all the information […]