Human and digital connection

Improve Partner Collaboration Using Salesforce: Master User Automation

Overview In today’s fast-paced business world, working efficiently with partners is essential. Salesforce CPQ (Configure, Price, Quote) and Experience Cloud together can greatly improve the way partners interact with your business. This three-part series will show you how these tools can make partner interactions smoother and more productive. We’ll start by focusing on user automation in the first part. In “Mastering User Automation,” we’ll look at how automating user-related tasks can save time and reduce mistakes. Key features we’ll cover include setting up user accounts automatically, automating workflows, and sending customized notifications. These tools ensure partners get the right access at the right time, making things easier for everyone. ...

June 9, 2024 · 7 min · Pavan Chavali

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