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2023 Insurance Industry Trends: How Salesforce can empower

Dextara May 19, 2023

The insurance sector holds a more substantial global market among the complex and high-value industries than many countries’ GDP. In response to the uncertainties, the insurance industries have significantly shifted towards digitization and personalization to meet ever-changing customer expectations and business needs. However, adaptation to technological advancements, besides understanding customer

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Salesforce LinkedIn Integration

Manage leads like a pro with Salesforce LinkedIn Integration

Dextara May 16, 2023

Executing sales operations effectively and boosting sales is the critical business objective of any business. However, the efficiency of the sales operations depends on reliable and accurate data. That’s where many companies get trapped in the dark with unrealistic goals without knowing if the data is reliable or unreliable. You

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Salesforce Restriction Rules

How to strengthen Data Security using Salesforce Restriction Rules?

Dextara May 12, 2023

Salesforce, the world’s no.1 CRM platform, enables businesses to handle customer data, sales and marketing info on one dashboard. With the evolving culture of remote working, as a cloud-based platform, Salesforce introduced Salesforce Restriction rules under Salesforce Data Security Model to enable users to restrict record or data access according

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salesforce-health-Check

Top 5 concerns to conduct Salesforce Health Check

Dextara April 28, 2023

You already use the world’s best CRM, Salesforce, to revolutionize your business operations. That’s great! However, when did you do the last Salesforce Health Check? Salesforce health check or org health check is a dashboard on your Salesforce platform that lets you see how secure your Salesforce platform is as

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Best Practices to Improve

Best Practices to Improve Salesforce Data Security

Dextara April 14, 2023

Organizations are constantly adapting to technological advancements in today’s fast-paced digital landscape. The top CRM platform in the world and the most powerful driver of digital transformation, Salesforce, offers businesses advanced features to manage their Sales, Service, Financial, Community, and Marketing Clouds via automation, integration, along with customization options to

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