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Introducing Prepforce - Your Free Tool For Preparing & Loading File Data To Salesforce

Oct 8, 2024 By Integrate In Integrate
Prepforce is for when Data Loader and Dataloader.io are not enough but you're not yet ready for a full data integration platform like Integrate.io. Built by the Integrate.io team on top of their Integrate.io platform, leveraging their 10+ years of engineering and Salesforce expertise to deliver a clean and modern UI, cloud-based and scalable platform (that doesn't impact your computer's performance) with 220+ low-code data transformations for cleaning and preparing your data before loading your file data to Salesforce.
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Prepforce Overview & Training - Prepare & Load Your File Data To Salesforce

Oct 8, 2024 By Integrate In Integrate
This video goes through the main features and functionality of Prepforce. Prepforce is for when Data Loader and Dataloader.io are not enough but you're not yet ready for a full data integration platform like Integrate.io. Built by the Integrate.io team on top of their Integrate.io platform, leveraging their 10+ years of engineering and Salesforce expertise to deliver a clean and modern UI, cloud-based and scalable platform (that doesn't impact your computer's performance) with 220+ low-code data transformations for cleaning and preparing your data before loading your file data to Salesforce.
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databox

How to Improve Your CRM Data Management Based on Insights From 140+ Companies

Sep 13, 2024 By Databox In Databox
At Databox, we’re firm advocates for improving your business through data. But just having that data isn’t enough – you need to manage it well for it to serve you. Customer relationship management (CRM) software excels at capturing the data you need for your marketing and sales operations. But that data needs regular upkeep and careful analysis for you to use it effectively. If you don’t feel like you’re on top of your CRM data management, you aren’t alone.
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integrate

Connect Excel to Salesforce Using 4 Methods

Sep 13, 2024 By Donal Tobin In Integrate
Salesforce is a powerful customer relationship management (CRM) platform that holds a vast amount of business-critical data. However, many data analysts and business professionals rely on Excel for data manipulation, reporting, and analysis. The ability to seamlessly connect Excel to Salesforce is essential for companies who need to centralize their data from Excel and other data sources to Salesforce.
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tricentis

Tricentis Testim Salesforce: Fast, low-code automation built for Salesforce

Aug 26, 2024 By Scott Erlanger In Tricentis
Today we are excited to announce Tricentis Testim Salesforce! Testim Salesforce extends Tricentis Testim’s robust AI-powered test automation to the Salesforce application. Incorporating proven functionality from Tricentis Test Automation (TTA) for Salesforce, Testim Salesforce helps application development teams author tests faster, leverage pre-built test steps for common Salesforce operations, and reduce maintenance using Salesforce metadata-driven locators.
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integrate

How to Use Salesforce Excel Connector- with A Real-World Example

Aug 16, 2024 By Teri Morgan In Integrate
While Salesforce is a much celebrated CRM tool in the industry, it’s no perfect tool just like any others. It offers limited flexibility for on-the-fly data manipulation compared to Excel. Salesforce can be complex to set up and use effectively, particularly for users without technical expertise. It often requires training or support from Salesforce administrators to fully utilize its capabilities.
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alphabin

Understanding the Benefits of Salesforce Testing for Your Business

Aug 6, 2024 By Pratik Patel In Alphabin
Today, enterprises experience great pressure of increasing the number of integrations and customization which in turn, subsequently raises the necessity to implement effective QA systems that will assure scalability and maintainability. Salesforce can be described as one of the most popular CRM systems that assist sales, marketing, commerce, service, and IT departments engage with customers and drive key business information.
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testhouse

Navigating Dynamics 365: Adapting Testing Strategies in the Wake of April 2024 Updates

May 7, 2024 By Jermy Jose In Testhouse
The world of Dynamics 365 is constantly changing, and staying on top of those changes is crucial for any organization that uses it. The arrival of April 2024 brings with it a significant update, including the much-anticipated one-version rule. This has sent a wave through the Dynamics 365 community, with businesses scrambling to update and ensure compliance. While the one-version rule is a major change, some stakeholders may not yet fully grasp the impact it will have.
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integrate

Maximizing Efficiency: Streamlining Your Business with Advanced SFDC Strategies

Mar 28, 2024 By Terence Bennett In Integrate
If you’re navigating the complexities of CRM and business automation, SFDC could be the game-changer you need. With SFDC, or Salesforce.com, businesses access a suite of tools for customer relationship management, marketing automation, and analytics to streamline operations. This article offers a focused look at how implementing SFDC strategies can elevate your data handling, improve customer engagement, and protect your information, all while bolstering your sales and marketing efforts.
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