Built a Custom App on Salesforce for Business Processes

🚀 Top 5 Free Salesforce AppExchange Apps Every Org Must Have The #Salesforce #AppExchange is packed with powerful tools — but which ones truly make a difference? We’ve rounded up five free apps that can boost productivity, improve adoption, and give your org a competitive edge: ✅ Smart Lists – Smarter dynamic lists for real-time data ✅ DLRS – Declarative rollup summaries without code ✅ Time Warp – See how records looked at any point in time ✅ Adoption Dashboards – Track Salesforce usage and adoption ✅ Account Journey – Visualize and optimize customer journeys 👉 These aren’t just “nice-to-haves” — they’re game-changers for any Salesforce org. Read the full breakdown here: 🔗 https://lnkd.in/gqZX3-mV #Salesforce #AppExchange #CRM #DigitalTransformation #Tenetizer

🚀 Salesforce Tools Spotlight 2025 Want to boost your CRM career? Master the tools that power the future of Salesforce! From Flow Builder to Einstein AI, Tableau CRM, and AppExchange, these tools aren’t just features, they’re your career edge. 👉 Learn how to: ✔ Automate with clicks, not code ✔ Customize apps & dashboards ✔ Leverage AI for smarter decisions ✔ Unlock predictive insights ✔ Extend Salesforce with 1000s of apps 💡 Future-proof your skills with JanBask Training and stay ahead in the Salesforce ecosystem. Demo Class - https://bit.ly/4mbmafD #SalesforceSkills #CRM #FutureReady #SalesforceTraining #JanBaskTraining

Struggling to turn scattered data into actionable insights and automate manual tasks? Legacy systems and manual processes can hinder efficiency, slow down decision-making, and impede growth in today's fast-paced business environment. To stay competitive, organizations need modern, intelligent apps that streamline operations, improve collaboration, and provide real-time visibility. Glide is a no-code app builder that empowers you to create custom, AI-powered applications tailored to your business needs—without any coding required. ✔️ Build modern, intelligent apps that automate manual work and drive hyperefficient operations ✔️ Turn your data into insightful dashboards, CRM systems, or inventory management tools effortlessly ✔️ Collaborate with experts or create your own solutions using Glide’s easy, no-code platform Get Started with Glide for Free Today - https://lnkd.in/dj6n9AjV #DigitalMarketing #marketing #SaaS #B2B #SMB

📄 Generating documents in Salesforce can be slow and tricky. Many tools need manual setup, field mapping, and constant fixes. MergeUp by Upsource Solutions solves this problem. It works directly inside Salesforce and makes creating quotes, contracts, invoices, and reports much faster. Key benefits include: ✅ AI-powered template creation - get started fast ✅ Live preview - see your document while building it ✅ Tables and repeating data - perfect for invoices or product lists ✅ Batch generation - create hundreds or thousands of documents at once ✅ Simple conditional logic - show or hide fields automatically ✅ Works fully in Salesforce Lightning - no extra platforms needed 💡 If you want to save time, reduce errors, and make document generation easy, check out our latest article “Review of MergeUp – Salesforce Document Generator App“. The link is here: https://lnkd.in/eQ2YGW4R #Salesforce #DocumentGeneration #MergeUp #CRM #UpsourceSolutions

Businesses today face mounting pressure to build connected, future-proof platforms that put the end user first. But when it comes to choosing the right CRM to power sales, service & customer relationships, the decision isn’t always simple. In our latest blog, we break down the pros & cons of the two leading players in the CRM space, Salesforce vs. Microsoft Dynamics 365 and explore how to decide which is the right fit for your growth journey. Read more: https://lnkd.in/dh5cSYwh #CRM #ConnectedData #Dynamics365 #Salesforce #Microsoft

Simplify Change Tracking with Salesforce Flow Version Comparison Salesforce now makes it easier to track and manage changes in Flow Builder with the new Compare Versions feature. Instead of manually checking versions or navigating XML files, admins and developers can instantly identify differences between two flow versions. Available for autolaunched, scheduled-triggered, platform event-triggered, and record-triggered flows across all major editions, this feature highlights the number of changes, modified elements, and updated resources. From the Automation app, simply select a flow from the list view or details page, choose Compare Versions, and review the changes with clarity. A valuable enhancement to improve accuracy, reduce errors, and speed up change management in Salesforce automation. https://lnkd.in/eXTvZRAr #Salesforce #FlowBuilder #Automation #ReleaseUpdates #SalesforceDevelopers #Automation #DigitalTransformation #ReleaseUpdates #LowCode #ClickNotCode

Unlock the Full Potential of Dynamics 365 with Smart Customization! A one-size-fits-all CRM solution rarely meets every organization’s unique business needs. That’s where Dynamics 365 customization comes in. By tailoring your CRM with the right features, workflows, and integrations, you can ensure it aligns perfectly with your processes and delivers maximum ROI. In our latest blog, we share best practices for Dynamics 365 customization that help you streamline operations, improve customer engagement, and drive growth. Whether it’s designing custom entities, automating workflows, or integrating with third-party apps, customization ensures your CRM solution works for you—not the other way around. Explore the full article here: https://lnkd.in/d9RDyKjX Here’s what you’ll learn: Why personalization is key to CRM success Customization vs. configuration in Dynamics 365 Best practices for enhancing usability and performance How to avoid common pitfalls during CRM customization Tips to future-proof your Dynamics 365 investment By following these strategies, businesses can boost efficiency, create meaningful customer experiences, and adapt quickly to evolving demands. At C-Metric, we specialize in making CRM solutions smarter, scalable, and business-ready. If you want to maximize your Dynamics 365 CRM performance, this guide is the right place to start. Stay ahead with tailored CRM solutions—because every business deserves a system built around its unique goals! #Dynamics365 #Dynamics365Customization #CRMCustomization #CRMDevelopment #MicrosoftDynamics365 #BusinessGrowth #CustomerExperience #CMCRM [Dynamics 365 customization][Dynamics 365 CRM] [CRM customization best practices] [Microsoft Dynamics 365 CRM]

What Happens When Spreadsheets Meet Salesforce? Reinventing CRM Usability: Spreadsheets Inside Salesforce #Salesforce #CRM #BusinessGrowth #DigitalTransformation #SalesforceAdmins #RevOps #SalesOperations #Automation #CPQ #Conga #ProcessOptimization #DataDriven #TechForBusiness #FutureOfWork #EnterpriseSolutions

Common Mistakes in Salesforce Implementations and How to Avoid Them Every Salesforce implementation carries two possibilities: transformation or turbulence. The difference often comes down to avoiding these pitfalls: - Underestimating Data Quality: Migrating bad data leads to poor adoption. A strong data strategy must precede any go-live. - Over-Customization: Too much code can make Salesforce heavy and brittle. Best practice: configure first, customize when truly necessary. - Ignoring User Adoption: Even the best system fails if people don’t use it. Change management and training are not optional. - Not Aligning With Business Strategy: Salesforce should not just automate processes, it must accelerate growth goals. - Skipping Governance: Without proper release management and governance, scaling becomes chaotic. Salesforce is not just software; it’s a business strategy platform. Avoiding these mistakes can save months of effort and millions in hidden costs. --------------------------------------------- HFBR: Reference: Salesforce Implementation Best Practices Whitepaper (Salesforce.com), McKinsey & Company CRM Adoption Report 2023. Hashtags: #Salesforce #CRMImplementation #BusinessStrategy #CustomerSuccess

Everyone chases shiny Salesforce dashboards. But dashboards aren’t ROI. They’re proof. Not payoff. The real ROI? It comes from automating invisible, boring, repetitive processes. → Automations that stop reps from re-keying data → Workflows that replace manual checklists → Processes that scale without headcount Dashboards look great in a boardroom. But the most valuable Salesforce work is often the least glamorous. Learn how to focus on what truly drives ROI → 🌐 www.brinkview.com 📧 Salesforce@brinkview.com #Salesforce #SalesforceAutomation #CRM #BusinessGrowth #MarketingAutomation #SalesforceROI #BrinkView