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How To Automate Sending Surveys

How To Automate Sending Surveys

Out of the box, Salesforce surveys are a great way to solicit feedback from your customers. However, they do come with some limitations. For instance, after setting up your survey questions, the only place you can send your survey to others is from the survey builder...
Managing Projects With TaskRay

Managing Projects With TaskRay

Previously, we’ve covered how to add projects to Opportunity stages, but how can you manage these projects within Salesforce? Many companies use external tools to build project plans and track tasks, but the AppExchange actually offers its own native solutions as...