Articles
Osher Digital Blog (Page 13)
Articles, blogs, guides and how-tos about business process automation.
20 Oct 2023
Understanding the 'Sender has an invalid email address for General User' Message in Pardot In the world of email marketing, Pardot is a powerful tool that helps businesses automate their marketing efforts and reach their target audience effectively. However, like any software platform, Pardot can sometimes throw error messages that can leave users scratching their heads. Salesforce
20 Oct 2023
How to Allow Someone Low in a Hierarchy to Edit All Opportunities in Salesforce In this blog post, we will explore the intricacies of Salesforce hierarchy and permissions and provide you with a step-by-step guide on how to grant edit access to lower hierarchy roles Salesforce
20 Oct 2023
Do Roles Determine Field Visibility or Editing Capabilities in Salesforce? effectively. One of the key features of Salesforce is its ability to control the visibility and editing capabilities of fields based on user roles. This ensures that only authorized individuals have access to specific data and can modify it as necessary. Salesforce
20 Oct 2023
Understanding the 'You don't have permission to activate Contracts' error in Salesforce 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. Salesforce
20 Oct 2023
How to Create a Salesforce Report of Campaign Attendees that Displays Leads and Contacts 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. Salesforce
20 Oct 2023
What is the Best Way to Handle Unqualified Leads in Salesforce? In the world of sales and lead management, not every lead that enters your Salesforce system will be a perfect fit for your business. In fact, a significant portion of the leads that come in may be unqualified, meaning they do not meet the criteria to become a potential customer. Handling these unqualified leads effectively is crucial for maximizing the efficiency of your sales team and ensuring that your resources are focused on the right opportunities. Salesforce
20 Oct 2023
How to Merge Contacts with Different Currencies in Salesforce 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. Salesforce
20 Oct 2023
How to Change Which Profiles Can See an Object in Salesforce One of the key features of Salesforce is the ability to control object visibility based on user profiles. This means that you can determine which profiles within your organization have access to specific objects. Salesforce
20 Oct 2023
How to Import Contacts into Salesforce Effectively 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. Salesforce
20 Oct 2023
Understanding Salesforce Dashboards for New Administrators 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. Salesforce
20 Oct 2023
Creating and Managing User Profiles in Salesforce Effective user profile management is crucial for businesses to ensure the smooth operation of their Salesforce platform. User profiles play a vital role in determining the level of access and permissions granted to individuals within an organisation. Salesforce
20 Oct 2023
Tips for Customising Salesforce Layouts for Optimal Workflow 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. Salesforce
20 Oct 2023
How to Unlock a Salesforce User Salesforce is a powerful CRM platform that provides businesses with a wide range of features and functionalities. However, as with any system, there may come a time when a user gets locked out of their Salesforce account. Salesforce
04 Aug 2023
The Definitive AI Glossary of Terms Welcome to the 'Definitive AI Glossary of Terms. This comprehensive guide is designed to help you understand the key terms used in the field of Artificial Intelligence (AI). Artificial Intelligence
06 Jun 2023
Marketing & AI: How is the AI revolution impacting the marketing industry? 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. Salesforce
30 May 2023
eBook: A Step-by-Step Journey Towards Custom AI for Your Business In this ebook we give you a step by step overview of what is required to build your own Artificial Intelligence (AI) to revolutionize how businesses operate, make decisions, and interact with customers. Artificial Intelligence
21 May 2023
30 Ways AI Can Transform Your Business Explore 30 compelling ways conversational AI can transform your business, from enhancing customer service to streamlining internal processes. Step into the future of business with smart, efficient, custom trained business AI. Artificial Intelligence
18 May 2023
Train Your AI on Website Content We are excited to announce the release of our latest feature – website connectivity for your custom trained business AI. Artificial Intelligence
13 May 2023
API for Your Business AI Now Available We are thrilled to announce the first release of the osher.ai business AI API, the innovative artificial intelligence (AI) API platform designed to revolutionize the way enterprises operate. Artificial Intelligence
01 May 2023
How AI Helps Employees To Leverage Private Company Data to Solve Common Business Problems The Introduction of Artificial intelligence (AI) technology has created tremendous opportunities for businesses to streamline operations and enhance employee productivity. Artificial Intelligence
28 Apr 2023
The Future of Custom AIs for Your Business Artificial intelligence has revolutionized how businesses communicate both internally and externally. Generic AI tools like ChatGPT and Jasper have laid the foundation, but the future is custom trained AIs. Artificial Intelligence
22 Apr 2023
How AI Can Improve Your Business Artificial Intelligence is an emerging technology with immense potential to revolutionise how businesses operate. AI automates repetitive tasks, analyses data for patterns and trends identification, and help businesses make better decisions. Artificial Intelligence
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