In this blog, we’ll explore the fundamentals of document automation in Salesforce using Conga Solutions. Conga provides a powerful suite of tools that enables users to generate, manage, and deliver documents like quotes, proposals, and contracts — all directly from Salesforce. This guide outlines the value of document automation, key
Salesforce offers a suite of powerful cloud products designed to solve different business challenges-from sales automation and customer service to marketing, eCommerce, revenue management, and field operations. But with so many options available, choosing the right Salesforce cloud product can feel overwhelming. This guide will help you understand how to
When it comes to implementing, optimizing, or scaling Salesforce within your organization, one crucial decision can define your success – whether to build an in-house Salesforce team or to partner with a Salesforce consulting firm. While hiring internal Salesforce administrators or developers may seem like a straightforward approach, the benefits
In Salesforce Revenue Cloud, it’s common to tailor pricing based on product attributes selected at the quote line level. This guide walks you through a real-world scenario of modifying product pricing based on an attribute value using Attribute-Based Price Adjustments. Scenario Overview We are configuring a Coffee Machine product where
Salesforce CPQ allows you to personalize your product offerings by using Attributes. In this guide, we’ll walk through how to create and assign attributes to a product — using a CoffeeMachine as our example. Step 1: Create the Attribute Picklist Let’s begin by creating a picklist attribute called Machine Size
In the world of field service management, consistency, automation, and efficiency are essential. Salesforce Field Service (formerly FSL) offers a powerful tool to help service organizations meet these goals: the Maintenance Plan. This feature enables the automatic creation of work orders for recurring servicevisits – minimizing manual effort and ensuring
In today’s fast-paced sales environment, efficient lead management and streamlined communication are critical to business success. At Cloud Belive, we partnered with a professional coaching company to enhance their Salesforce Sales Cloud implementation – boosting productivity, reducing manual errors, and unlocking real-time sales insights. In this blog post, we’ll walk
Document Builder in Salesforce field service Salesforce Field Service continues to enhance the productivity of technicians and streamline service operations with powerful tools-and Document Builder is a key feature that brings automation and professionalism to customer interactions. What is Document Builder? Document Builder is a part of the Field Service
In today’s telecommunications landscape, where almost everything is going digital and relies heavily on telecommunications, many businesses face a complex web of challenges, managing complex product portfolios, customizing service bundles, adhering to rapidly changing pricing models, and meeting increasing customer demands for tailored solutions. In order to tackle this and
We are in a critical phase of shifting to a digital paradigm and In this era of digital transformation, businesses need tools that streamline processes, eliminate inefficiencies, and foster collaboration across departments. Salesforce offers two standout solutions for revenue management: Salesforce CPQ (Configure, Price, Quote) and Revenue Cloud (RLM –
