Salesforce Archives - Page 2 of 2

Logos for salesforce and outlook, representing a salesforce-outlook integration.

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 Set Up a No-Code Jira SM-Salesforce Integration

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 Integrate Salesforce 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.

Logos for Salesforce and Excel, representing a guide to exporting Salesforce reports to Excel.

How to Export a Salesforce Report to Excel (2 Methods)

Salesforce reports are essential for knowing how your sales team is performing, and spreadsheets are one of the best ways to share them. Here’s how you export Salesforce to Excel.

Salesforce and ServiceNow: Collaborate Without Compromise

Here’s a comparison between Salesforce and ServiceNow for enterprise businesses.

Featured image displaying the logos of Salesforce and Wrike in Unito's guide to setting up a simple Two-Way Sync.

How To Set Up a No-Code Salesforce-Wrike Integration

You can integrate Salesforce + Wrike without writing a single line of code through Unito’s 2-way automated solution for professional services.

How to set up a Salesforce Google Sheets integration with 2-way sync

Here’s a quick step-by-step guide to sending Salesforce data into a spreadsheet automatically with Unito’s 2-way integration.

Featured image illustrating a step-by-step guide on syncing monday.com to Salesforce through Unito, depicted by the connected logos through circles and dotted lines.

How To Set up a 2-Way monday.com-Salesforce Integration

learn how to sync monday.com to Salesforce opportunities, tasks, or contacts with Unito’s two-way integration.

Logos for Salesforce and Google Sheets, representing a template used to sync data between them with Unito.

Template: Automated Google Sheets Sales Pipeline with Salesforce Data

With Unito, you can automatically report on sales data with a spreadsheet without any copying and pasting. Here’s a template that’ll make that easier.

A road sign with two merging lanes, representing Salesforce contact merging.

How To Merge Salesforce Contacts (2 Methods)

When business is booming, so is your contact list. By merging your Salesforce contacts, you can keep your list from getting too bloated, and always having to ask “which one’s the right contact again?”

Two people handing over a file, with logos for Google Contacts and Salesforce.

How to Transfer New Contacts From Google Contacts to Salesforce

Not all your contact information starts in Salesforce, but it can all end up there. Without any manual work. Here’s how Unito makes it happen.