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Tag: salesforce

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How to Customize the Check-In and Check-Out Process in Salesforce Maps

by Austin Pappas
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Field Sales teams rely on Salesforce Maps for effective route planning and on-site activity tracking. Among its many features, the Check-In and Check-Out actions …

Posted in Edge | Tagged check in, check out, custom button, maps, record, reminders, salesforce, workflows
  • Edge
  • Edge Client Success

Dreamforce 2024: The “Unbotting” of AI

by Amy Burrows
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Dreamforce 2024: The “Unbotting” of AI

This year’s Dreamforce brought a wave of innovation and excitement, and one of the most anticipated launches was …

Posted in Edge, Edge Client Success | Tagged agentforce, AI, dreamforce, salesforce
  • Client Success
  • Direct Hire
  • Talent
  • Talent Client Success

Salesforce Product Owner for Investment Banking & Asset Management Client 

by Solving IT
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Client Overview:   Solving IT’s client is in the Investment Banking and Asset Management industry. Their Private Wealth Management business was looking to optimize and …

Posted in Client Success, Direct Hire, Talent, Talent Client Success | Tagged goals, hiring, integrations, outlook, salesforce

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