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• Frequently Asked Questions

• How to create a creative contact form in Salesforce?

  Navigate to Extensions > Module Manager page, then search for Creative Contact Form Module. Edit it, and set Module Assignment and Position. Make sure to set status to Published. There is a field Select Creative Form, with list of acive forms. Just select desired form there.

• What is Salesforce open CTI?

  Salesforce Open CTI. Open CTI is a JavaScript API that lets you build and integrate third-party computer-telephony integration (CTI) systems with Salesforce Call Center. With Open CTI, you can make calls from a softphone directly in Salesforce without installing CTI adapters on your machines.

• What is a process modeler in Salesforce?

  A process modeler allows users to design business processes using an intuitive and easy to use drag and drop feature. Users can drag and drop tasks as well as decision points directly on the modeling canvas. Additional elements like forms, users, and data connectors can also be added.

• How can I track my sales reps in Salesforce?

  Use custom fields and workflows to track the info that’s most important to your team. The solution also comes with a business card scanner for Salesforce. Ensure every opportunity is up-to date and every sales activity takes your reps closer to their target. Less time wasted, less data loss – #1 mobile call tracking solution for remote sales teams.

• What is Salesforce CRM and what does Salesforce do?

  What does Salesforce CRM do? Leverage Customer Information to Increase Sales. Tools that track sales activities and previous customer interactions are included in Salesforce CRM’s arsenal. Gives You a Bird’s Eye View of Sales Pipeline. Conversions should be monitored closely, and this platform allows you to do this in real-time. ... Gauge and Determine Sales Opportunities. ... More items...