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Project Overview  The client is a home automation and safety services company providing installation, inspection, emergency response, and ongoing maintenance services for fire protection and security services. With increasing service volumes and recurring service commitments, the organization needed to optimize and standardize its existing field service operations while improving automation and real-time visibility across the

Case Study shows how a home automation and security provider upgraded its sales and service operations with a complete Salesforce Service Cloud implementation. The solution manages the entire customer lifecycle from lead capture to installation and ongoing service. It uses automation, real-time notifications, and useful reporting. Business Objective The goal

Project Overview A leading online education platform delivers professional certifications, courses, and workshops to students and organizations globally. To support rapid growth and streamline student acquisition, enrollment, and financial tracking, the organization implemented Salesforce Sales Cloud and Account Engagement (Pardot) along with Salesforce Flow, Apex, Lightning Web Components (LWC), and

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

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