Articles, blogs, guides and how-tos about business automation and artificial intelligence.
20 October 2023
One common error that Salesforce users may encounter is the ‘You don’t have permission to activate Contracts’ error. This error message can be frustrating and confusing, especially for those who are not familiar with the intricacies of Salesforce user permissions.
Read more20 October 2023
This blog post will guide you through the process of creating a Salesforce report that showcases the attendees of your campaign, allowing you to gain valuable insights and optimize your future marketing efforts.
Read more20 October 2023
How to handle unqualified leads in Salesforce: disqualification reasons, recycling, nurture tracks, and the automation that turns dead leads into future pipeline.
Read more20 October 2023
Salesforce, a leading customer relationship management platform, offers a powerful feature called multi-currency that allows you to handle transactions in various currencies. However, when it comes to merging contacts with different currencies, it can be a bit challenging.
Read more20 October 2023
Control object visibility by profile in Salesforce: how object permissions really work, when to use permission sets instead, and the access traps to avoid.
Read more20 October 2023
Importing contacts into Salesforce is an essential task for businesses looking to streamline their customer relationship management (CRM) processes. However, without proper knowledge and planning, this task can become overwhelming and lead to data inaccuracies.
Read more20 October 2023
Salesforce is a powerful CRM platform that allows businesses to streamline their processes and manage customer relationships effectively. One of the key features of Salesforce is its Dashboards, which provide a visual representation of data and enable administrators to analyze and track important metrics.
Read more20 October 2023
Salesforce user profiles still matter, but permissions are moving to permission sets. How to set up, manage and migrate user access the right way in 2026.
Read more20 October 2023
Out of the box, Salesforce may not provide the most optimal workflow for your specific needs. That’s where customising Salesforce layouts comes into play.
Read more20 October 2023
Locked out of Salesforce? Here is exactly how to unlock a Salesforce user, reset their login, and stop the same account lockout happening next week.
Read more4 August 2023
An AI glossary in plain English: clear definitions of the terms that come up in real projects, from tokens and embeddings to agents, RAG, and fine-tuning.
Read more6 June 2023
Join us for an insightful exploration into the world of AI in business, featuring distinguished speakers Matthew Clarkson, CTO at Cemoh, and Fahim Khondaker, Partner, Data Analytics and Insights at BDO.
Read moreGet in touch for a free consultation to see how we can streamline your operations and increase your productivity with our AI services.
