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Salesforce-Experience-Cloud-Consultant action - Salesforce Certified Experience Cloud Consultant Updated: 2023

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Exam Code: Salesforce-Experience-Cloud-Consultant Salesforce Certified Experience Cloud Consultant action November 2023 by team

Salesforce-Experience-Cloud-Consultant Salesforce Certified Experience Cloud Consultant

Exam Specification: Salesforce Certified Experience Cloud Consultant

Exam Name: Salesforce Certified Experience Cloud Consultant
Exam Code: Not specified
Exam Duration: 105 minutes
Passing Score: 65%
Exam Format: Multiple-choice, multiple-select

Course Outline:

1. Experience Cloud Overview
- Introduction to Experience Cloud and its key features
- Understanding the benefits and use cases of Experience Cloud
- Exploring the components and functionalities of Experience Cloud

2. Experience Cloud Planning and Design
- Gathering requirements and analyzing business needs
- Designing the Experience Cloud architecture and site structure
- Configuring user authentication and security settings

3. Experience Builder and Page Layouts
- Creating and customizing Experience Cloud pages using Experience Builder
- Designing and configuring page layouts for different user profiles
- Implementing branding and theming options for a consistent user experience

4. Content Management and Collaboration
- Configuring content management features within Experience Cloud
- Defining content types, categories, and tags for organizing content
- Enabling collaboration and knowledge sharing through communities

5. Data Integration and Customization
- Integrating Experience Cloud with external systems and data sources
- Implementing custom data models and objects to meet specific requirements
- Configuring data sharing and visibility rules for personalized user experiences

6. Community Engagement and Analytics
- Implementing community engagement features like forums, chat, and events
- Analyzing user behavior and engagement through community analytics
- Optimizing community performance and user satisfaction based on analytics insights

7. Mobile and Lightning Experience
- Configuring Experience Cloud for mobile devices using Salesforce mobile app
- Customizing the mobile experience and optimizing responsiveness
- Leveraging Lightning components and features for enhanced user interactions

Exam Objectives:

1. Explain the key features and capabilities of Experience Cloud.
2. Design and plan the architecture for Experience Cloud based on business requirements.
3. Configure and customize Experience Cloud pages using Experience Builder.
4. Manage content and collaboration within Experience Cloud.
5. Integrate Experience Cloud with external systems and data sources.
6. Customize data models and objects to meet specific business requirements.
7. Analyze community engagement and usage using community analytics.
8. Configure Experience Cloud for mobile devices and optimize the mobile experience.
9. Leverage Lightning components and features within Experience Cloud.

Exam Syllabus:

1. Experience Cloud Overview
- Key features and benefits of Experience Cloud
- Use cases and industry examples
- Components and functionalities of Experience Cloud

2. Experience Cloud Planning and Design
- Gathering requirements and analyzing business needs
- Experience Cloud architecture and site structure
- User authentication and security considerations

3. Experience Builder and Page Layouts
- Experience Builder overview and usage
- Creating and customizing Experience Cloud pages
- Designing page layouts for different user profiles

4. Content Management and Collaboration
- Configuring content management features
- Content types, categories, and tags
- Collaboration and knowledge sharing options

5. Data Integration and Customization
- Integrating Experience Cloud with external systems
- Custom data models and objects
- Data sharing and visibility rules

6. Community Engagement and Analytics
- Community engagement features and options
- Community analytics and reporting
- Performance optimization based on analytics insights

7. Mobile and Lightning Experience
- Experience Cloud on mobile devices
- Customizing the mobile experience
- Lightning components and features integration
Salesforce Certified Experience Cloud Consultant
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Salesforce Certified Experience Cloud Consultant
Question: 49
Cloud Kicks (CK) uses SSO (Single Sign-on) for its customer portal. The customer portal is built on the Customer
Service template which uses LDS (Lightning Design System) and has public pages that use Lightning Web
Components. CK gas also set up the Salesforce Content Delivery Network (CDN) for its domain, which CK is
planning to change.
A. Changing the Salesforce CDN overwrites LDS defaults.
B. Changing the Salesforce CDN affects SAML SSO settings for all custom URLs in that domain.
C. Changing the Salesforce CDN impacts the AppExchange packages in the org that use Documents object.
D. Changing the Salesforce CDN impacts definitions of all Lightning Web Components used in public pages.
Answer: B
Question: 50
A consultant recently finished gathering requirements for a Cloud Kicks (CK) project that will launch five new
Customer Experience Cloud sites worldwide, all on a brand new Salesforce org. The purpose of these sites is to a
generate buzz around new CK models and crowdsource new ideas for the RAD department.
The consultant knows Multiple Books that they need to enable moderation and rate limit rules as part of their planning
and must meet the following requirements:
* Each site must have three unique content moderation rules that flag specific keywords.
* Each site must have four unique rate rules that govern posting limits.
* All authenticated users must be able to post on demand. Calculator
What should the consultant consider doing before beginning work on these sites?
A. Ensure that both the notify and freeze actions for all site rate rules are implemented.
B. Notify the stakeholders that the number of content moderation rules, but not rate rules, exceeds the org limit.
C. Notify the stakeholders that the number of rate rules, but not content moderation rules, exceeds the org limit.
D. Notify the stakeholders that the number of both moderation and rate rules exceeds the org limit.
Answer: D
Question: 51
Universal Containers has recently launched a site for its retailers. Retailers are able to collaborate with other retailers
around topics; however, retail managers arent able to see records owned by their peers and subordinates.
What should be done to resolve the issue?
A. Retail managers need to be put in the executive role in the Role Hierarchy.
B. Retail managers need to be given Super User access.
C. A Sharing Rule needs to be created.
D. A Sharing Set needs to be created.
Answer: B
Question: 52
Which step does the system administrator have to take to create a partner user?
A. Create a partner queue, and add users to it.
B. Select Enable Partner User from the Contact Detail page.
C. Assign the Gold Partner permission to the user.
D. Add the user to the All Partner Portal Users public group.
Answer: B
Question: 53
Which component can be embedded into an Experience Cloud site to start conversations with customers using the
channels they prefer?
A. Channel Menu
B. Chat
C. Service Your Way
D. Service Console
Answer: A
Question: 54
Northern Trail Outfitters wants to add a background image to a record list of products in its digital experience.
How should an administrator accomplish this?
A. Use an HTML component
B. Create CMS items.
C. Use a Flexible page layout.
D. Build a custom Lightning component.
Answer: C
Question: 55
Universal Containers (UC) has a customer portal so that customers can manage their shipping. UC has several sharing
rules in place and leverages the External Account Hierarchy to assist with data access. One of UCs large customers,
Cloud Kicks, has recently acquired Northern Trail Outfitters. Sales wants to merge these two accounts, but they are
getting an error.
What could be the cause of the error?
A. Accounts with active Experience Cloud users cannot be merged with another account.
B. The user trying to merge the accounts does not have the Merge Portal Roles permission.
C. The user trying to merge the accounts does not have the System Administrator profile.
D. Accounts used in an External Account Hierarchy cannot be merged with another account.
Answer: D
Question: 56
DreamHouse Realty (DR) has active participation of home owners and prospective buyers in its Experience Cloud site
that uses Chatter. Recently, DR observed a significant number of comments being marked as spam. ORs Salesforce
and Security teams did further analysis and identified the posts made by the spammers.
ORs Management team has decided to remove all the spammers posts and comments from the Experience Cloud site.
What should the Experience Cloud consultant recommend to remove them?
A. Utilize the Insights reports by creating and using a custom action to remove all the spammers posts and comments.
B. Submit a high-priority case with Salesforce Support to remove all of the spammers posts and comments. The site
will be under maintenance state until resolution.
C. Experience Cloud site managers, moderators, and admms work together to remove all the spammers posts and
comments manually.
D. Enable Experience Cloud Einstein features to remove all the spammers" posts and comments as a background
Answer: A
Question: 57
Ursa Major Solar (UMS) has a discussion thread on its Experience Cloud site for customers to provide feedback on the
companys latest product release. To help ensure new members understand what the discussion thread is meant for and
to monitor their first posts, UMS would like to approve the first post of any new member who has joined within 7 days
or less.
What is needed to configure this?
A. Create a moderation rule with the appropriate content criteria.
B. Create a Community moderator with Delete permissions.
C. Create a Community moderator with Approval permissions.
D. Create a moderation rule with the appropriate member criteria.
Answer: D
Question: 58
Cloud Kicks (CK) has a Partner Community with an External Account hierarch. The Number of Partner Roles is set to
two with the roles defined as Partner Manager and partner user.
If CK has a Partner user at a child account that creates a case, who will have access?
A. The Partner user who created the case those in the Partner Manager role above them, and those in the Partner
manager role in the Partner account
B. The Partner user who created the case, their peers in the Partner user role, those in the Partner manager role above
them, those in the Partner user role in the partner account, and those in the partner Manager role in the parent account.
C. The partner user who created the case, their peers in the partner user role, those in the partner Manager role above
them, and those in the Partner Manager role in the parent account.
D. The partner User who created the case, those in the partner Manger role above them, those in the Partner user role
in the parent account, and those in the partner manager role in the parent account.
Answer: B
Question: 59
What are three goals Ursa Major Solar can accomplish with experience Cloud moderation functionality? Choose 3
A. Allow members to remove other member from the Experience site if desired.
B. Track Flagging and moderation activity within the Experience site.
C. Allow members to flag posts comments files, and messages that are inappropriate or spam.
D. Designer specific users as moderators so that they can closely monitor the size.
E. deliver members Audience Targeting permissions within the Experience site.
Answer: B,C,D
Question: 60
Cloud Kicks (CK) is using audience targeting to display pages and components to certain users based on their assigned
audience. The New York City account contain multiple departments; all of which belong to that account. One of the
page virtualization of the Home page of CKs Experience Cloud site a assigned to the New York City audience. CK
also has a Rich Content Editor component within this Home page that is assigned inly to the Legal Department
Who will be able to see the Rich Content Editor component?
A. New York City audience members with the Legal Department sharing set
B. Members that are part of both the New York City audience and the Legal Department audience
C. All Cloud Kicks Experience Cloud site members
D. All New York City audience members.
Answer: B
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Salesforce Salesforce action - BingNews Search results Salesforce Salesforce action - BingNews The -13.88% Decline of Salesforce Inc’s (CRM) Stock in the Past Quarter

The stock of Salesforce Inc (CRM) has seen a 5.45% increase in the past week, with a 8.11% gain in the past month, and a 8.11% flourish in the past quarter. The volatility ratio for the week is 1.93%, and the volatility levels for the past 30 days are at 2.11% for CRM.. The simple moving average for the past 20 days is 7.03% for CRM’s stock, with a 9.26% simple moving average for the past 200 days.

Salesforce Inc (NYSE: CRM) has a higher price-to-earnings ratio of 138.68x compared to its average ratio,, and the 36-month beta value for CRM is at 1.18. Analysts have varying views on the stock, with 31 analysts rating it as a “buy,” 4 rating it as “overweight,” 15 as “hold,” and 0 as “sell.”

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The average price suggested by analysts for CRM is $256.15, which is $34.7 above the current market price. The public float for CRM is 941.00M, and currently, shorts hold a 0.76% of that float. The average trading volume for CRM on November 17, 2023 was 4.59M shares.

CRM) stock’s latest price update

Salesforce Inc (NYSE: CRM)’s stock price has gone rise by 0.93 in comparison to its previous close of 219.42, however, the company has experienced a 5.45% increase in its stock price over the last five trading days. InvestorPlace reported 2023-11-16 that As 2023 comes to a close, United States equities investors may be interested in thinking about what kinds of tech companies will do well next year. The Nasdaq is returning more than 36% after entering “correction territory” in the October.

Analysts’ Opinion of CRM

Many brokerage firms have already submitted their reports for CRM stocks, with Piper Sandler repeating the rating for CRM by listing it as a “Neutral.” The predicted price for CRM in the upcoming period, according to Piper Sandler is $232 based on the research report published on October 23, 2023 of the current year 2023.

CRM Trading at 6.16% from the 50-Day Moving Average

After a stumble in the market that brought CRM to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -7.04% of loss for the given period.

Volatility was left at 2.11%, however, over the last 30 days, the volatility rate increased by 1.93%, as shares surge +6.30% for the moving average over the last 20 days. Over the last 50 days, in opposition, the stock is trading -0.49% lower at present.

During the last 5 trading sessions, CRM rose by +5.45%, which changed the moving average for the period of 200-days by +28.88% in comparison to the 20-day moving average, which settled at $207.56. In addition, Salesforce Inc saw 67.02% in overturn over a single year, with a tendency to cut further gains.

Insider Trading

Reports are indicating that there were more than several insider trading activities at CRM starting from Benioff Marc, who sale 15,000 shares at the price of $219.38 back on Nov 15. After this action, Benioff Marc now owns 14,891,166 shares of Salesforce Inc, valued at $3,290,700 using the latest closing price.

Harris Parker, the Co-Founder and CTO of Salesforce Inc, sale 117,808 shares at $220.14 during a trade that took place back on Nov 14, which means that Harris Parker is holding 103,277 shares at $25,934,746 based on the most latest closing price.

Stock Fundamentals for CRM

Current profitability levels for the company are sitting at:

  • +5.93 for the present operating margin
  • +65.09 for the gross margin

The net margin for Salesforce Inc stands at +0.66. The total capital return value is set at 2.55, while invested capital returns managed to touch 0.29. Equity return is now at value 2.67, with 1.69 for asset returns.

Based on Salesforce Inc (CRM), the company’s capital structure generated 25.50 points at debt to equity in total, while total debt to capital is 20.32. Total debt to assets is 14.50, with long-term debt to equity ratio resting at 22.02. Finally, the long-term debt to capital ratio is 17.55.

When we switch over and look at the enterprise to sales, we see a ratio of 6.53, with the company’s debt to enterprise value settled at 0.09. The receivables turnover for the company is 2.89 and the total asset turnover is 0.31. The liquidity ratio also appears to be rather interesting for investors as it stands at 0.95.


In conclusion, Salesforce Inc (CRM) has had a better performance lately. Opinion on the stock among analysts is bullish, with some giving it a “buy” rating and others a “hold”. It is worth mentioning that the stock is currently trading in close proximity to its 50-day moving average and its 52-week high.

Thu, 16 Nov 2023 23:00:00 -0600 en-US text/html
Why is San Francisco suddenly clean? Biden-Xi summit spurs city to action No result found, try new keyword!President Biden arrives in San Francisco on Tuesday to find a city much cleaner than the one to which locals have become accustomed, with homeless encampments, open-air drug markets and widespread ... Tue, 14 Nov 2023 05:26:02 -0600 en-us text/html Suzanne DiBianca

By Suzanne DiBianca

Suzanne DiBianca is Chief Impact Officer and Executive Vice President of Corporate Relations at Salesforce, which in 2021 achieved net zero emissions across its value chain and 100% renewable energy in its operations. Under her leadership, this year Salesforce announced its Nature Positive Strategy, which includes goals such as investing in conserving and restoring 100 million trees by 2030 and expanding its Net Zero Cloud to help customers decarbonize.

(The CEO of Salesforce, Marc Benioff, is also the owner and co-chair of TIME.)

What is the single most important action you think the public, or a specific company or government, needs to take in the next year to advance the climate agenda?

Every company must understand the impact of AI on its climate goals. When harnessed responsibly, AI can serve as a powerful resource in our quest to mitigate emissions, accelerate climate solutions, and foster a more inclusive world.

What is a climate technology that isn’t getting the attention or funding it deserves?

One of our most powerful climate solutions is one of our oldest: trees. While trees aren’t a silver bullet for the climate crisis, they are a critical tool in climate mitigation and adaptation. They remove carbon from the atmosphere, reduce pollution, and provide relief to marginalized communities. However, trees and reforestation efforts only receive about 1% of climate finance. We must support organizations like The Mangrove Breakthrough and that are working to conserve and restore ecosystems.

What’s the most important climate legislation that could pass in the next year?

To accelerate the U.S. energy transition, we are going to need a lot more physical infrastructure to bring clean energy to the grid. This could very well be the difference between decarbonizing the power sector by 2030 and not. In the next year, I hope to see Congressional action that accelerates the permitting process for transmission infrastructure so we can unlock the full potential of the Inflation Reduction Act.

More Must-Reads From TIME

Contact us at

Wed, 15 Nov 2023 22:35:00 -0600 en text/html
Top 10 Salesforce Competitors & Alternatives 2023

With so many companies out there, it can be tough to nail down the best Salesforce alternative for your business. To find the right one for you, consider your goals, budget and must-have features. Additionally, consider user reviews and review articles to get a fuller picture of what the CRM software is like. We also suggest asking friends or colleagues from other companies to see what they use for their business and if they recommend it.

Essential Features

You may have certain CRM features or integrations in mind that are necessary for your business to run smoothly. If so, be sure to write them out and reference them during your search. Consult your team and other relevant stakeholders to review the list and add to it, if applicable.

  • Automation tools: Your CRM software should be a central hub for finding leads, turning leads into customers, and relating with them to build customer retention. That means you need a CRM with automation features for lead management, contact management, sales forecasting, sales completion, project management, pipeline management and even email marketing.
  • Reporting and analytics: Your business requires a CRM that provides in-depth and easy-to-understand CRM analytics. The data and reports you’ll get will guide your teams to develop and maintain the marketing and customer relationship strategies they need to achieve better and faster results.
  • Integration capability: Ensure the CRM you’re considering enables integration with third-party apps. That’s because you’ll need CRM integration with customer data platforms, marketing software, VoIP services, email marketing software, scheduling tools such as Calendly and Doodle, and others to relate with your customers appropriately and from one place.
  • Mobile accessibility: You need a CRM that provides access to CRM features even when you’re away from your desktop. That means accessing essential customer data and insights, staying on top of relevant information and initiating or completing necessary customer relationship tasks—on your Android or iOS devices with easy navigation.
  • Customization options: Choose a CRM platform that allows you to customize the app to suit your business operations. You should be able to select dashboard elements, customize workflows, personalize communications and customize your package via multiple pricing plan options or add-on availability. Even better is a CRM that enables application programming interfaces (APIs) for enhanced CRM software configuration.
  • Robust data security: Ensure your chosen CRM can secure customer data. Security features to look out for are encryption, two-factor authentication and advanced user permissions.


Aligning with your team is the first step you should take when looking for a Salesforce alternative. Understand what they need or don’t need in a CRM and ask if there are any pain points with Salesforce in particular.

Measure these against your business’s priorities. Review past reports to identify gaps or areas of improvement, and make sure that a CRM can help you reach your goals. For example, if you find that your customer satisfaction score (CSAT) numbers were lower than expected, a CRM can help you streamline your customer support management to provide better service.

Pricing and Budget

CRM providers vary in price. Companies such as Freshsales CRM and offer free versions, but you’ll need to pay something per month or year to get their premium features or add as many users as required. Generally, CRM pricing ranges from a few dollars per user to hundreds per month. It all depends on your needs. However, consider factors such as a CRM’s per-user per-month rates and whether discounts are available for bulk subscriptions.

Also, check for the need for specific contracts, add-ons or integration capabilities. For instance, Microsoft Dynamics 365 enables software integration only when you pay for its add-on feature. So, consider each CRM’s pricing peculiarity and nail down your budget ahead of time to make your search easier.

Ease of Use and Support

You need a CRM that is easy to set up and navigate. So, choose one with user-friendly layouts that allow you to create tasks, import and export data and update information. Also, ensure the CRM supports its users via various channels, including phone, live chat and email. Other popular support channels to look out for are tickets, user forums and resources such as webinars, tutorials, live demos and a rich knowledge base of answers to FAQs, infographics and videos. A CRM software that is easy to use will help you enjoy CRM benefits, and a reliable support team will make sure you don’t miss out on those benefits due to glitches.

Wed, 08 Nov 2023 21:47:00 -0600 Mimi Polner en-US text/html
Dow Jones Futures Rise Ahead Of Key Housing Report; 7 Best Stocks To Buy And Watch No result found, try new keyword!Dow Jones futures rose ahead of a key housing report Friday morning. Best stocks to buy and watch include Amazon and Microsoft. Thu, 16 Nov 2023 23:42:00 -0600 en-us text/html Insider Sell Alert: Salesforce's Srinivas Tallapragada Offloads 10,000 Shares

In a notable insider transaction, Srinivas Tallapragada, the President and Chief Engineering Officer of Salesforce Inc (NYSE:CRM), sold 10,000 shares of the company on November 13, 2023. This sale is part of a series of transactions over the past year, where Tallapragada has sold a total of 267,538 shares and has not made any purchases. The insider's latest move has caught the attention of investors and analysts, prompting a closer look at the implications of such insider activities on the stock's performance and valuation.

Who is Srinivas Tallapragada at Salesforce Inc?

Srinivas Tallapragada plays a pivotal role at Salesforce Inc, holding the position of President and Chief Engineering Officer. His responsibilities include overseeing the technological advancements and engineering efforts that keep Salesforce at the forefront of the Customer Relationship Management (NYSE:CRM) industry. With a career deeply rooted in software engineering and development, Tallapragada's actions and insights are highly regarded within the company and the tech community at large.

Salesforce Inc's Business Description

Salesforce Inc is a global leader in CRM solutions, providing a suite of cloud-based applications for sales, service, marketing, and more. The company's platform is designed to bring companies and customers together, helping businesses of all sizes to grow and manage their customer relationships more effectively. Salesforce's innovative approach to CRM has revolutionized the way companies engage with their clients, making it a critical tool in the digital transformation of businesses worldwide.

Analysis of Insider Buy/Sell and Relationship with Stock Price

The insider transaction history for Salesforce Inc reveals a pattern of insider selling, with 280 insider sells and no insider buys over the past year. This trend could be interpreted in various ways. On one hand, insiders might sell shares for personal financial planning reasons that do not necessarily reflect their outlook on the company's future. On the other hand, consistent selling by insiders, especially without any offsetting buys, might raise questions about their confidence in the company's valuation or growth prospects.

On the day of Tallapragada's latest sale, Salesforce Inc shares were trading at $212.86, giving the company a substantial market cap of $215.21 billion. This price point is particularly interesting when considering the company's price-earnings ratio of 139.11, which is significantly higher than the industry median of 26.97. Although this elevated P/E ratio might suggest a premium valuation, it is lower than the company's historical median, indicating a potential normalization of valuation multiples.

The relationship between insider selling and stock price can be complex. While insider sales can sometimes lead to negative market reactions, the impact on Salesforce's stock price must be analyzed in the context of the company's overall financial health and market conditions. It is also essential to consider the volume of shares sold relative to the total number of shares outstanding; in the case of Salesforce, the insider transactions represent a small fraction of the company's total market cap.

Insider Sell Alert: Salesforce's Srinivas Tallapragada Offloads 10,000 Shares

Valuation and GF Value Analysis

Salesforce's current stock price of $212.86, when compared to the GuruFocus Value (GF Value) of $268.46, suggests that the stock is modestly undervalued with a price-to-GF-Value ratio of 0.79. The GF Value is a proprietary intrinsic value estimate from GuruFocus, which takes into account historical trading multiples, a company-specific adjustment factor based on past returns and growth, and future business performance estimates from analysts.

This modest undervaluation could be an attractive entry point for investors, especially if the insider selling is not indicative of underlying business issues. It is also worth noting that the stock's valuation is not solely dependent on insider transactions but also on broader market trends, investor sentiment, and Salesforce's continued performance and growth trajectory.

Insider Sell Alert: Salesforce's Srinivas Tallapragada Offloads 10,000 Shares


In conclusion, the latest insider sale by Srinivas Tallapragada at Salesforce Inc warrants attention but should be contextualized within the broader scope of the company's financials and market valuation. While the pattern of insider selling over the past year may raise some eyebrows, the current GF Value suggests that Salesforce's stock might still be an attractive investment opportunity. Investors should continue to monitor insider activity, alongside other financial metrics and market trends, to make informed decisions about their investments in Salesforce Inc.

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.

This article first appeared on GuruFocus.

Tue, 14 Nov 2023 10:03:00 -0600 en-US text/html
Salesforce Report Highlights Importance of Data in the AI Revolution

via Shutterstock

Data has long been vital to the success of business initiatives. However, with the meteoric rise of artificial intelligence (AI) data has become even more important. Salesforce, a leading cloud-based CRM platform, in collaboration with Tableau, released its inaugural State of Data and Analytic report.

One of the roadblocks in realizing the full potential of AI is to manage and leverage data for business needs. According to Salesforce Chief Data Officer Wendy Batchelder, “The AI revolution is actually a data revolution, and a company’s AI strategy is only as strong as its data strategy, with trust at its core.” 

The Salesforce report was compiled by surveying over 11,000 information technology, analytics, and line-of-business leaders across 18 countries to discover how businesses are navigating the rapidly evolving AI landscape. 

A Strong Data Foundation Fuels AI

Advances in AI are moving fast, and data management teams are feeling the pressure to supply algorithms and high-quality data. Almost 9 in 10 (87 percent) of IT and analytics leaders believe that the rise of AI makes data management a higher priority.

Over nine in 10 (91 percent) business leaders say generative AI would benefit their organization, however, they are concerned about their organization’s ability to capture generative AI value. Early adopters of generative AI are already seeing positive results such as improvement in customer satisfaction. It’s not surprising that the early success of some organizations has resulted in over three-quarters of business leaders (77 percent) fearing their company is missing out on generative AI’s benefits. 

According to the report, a major roadblock to deriving maximum value for generative AI is the lack of a united data strategy that integrates generative AI into the existing tech stack. Eighty-six percent of respondents believed the AI outputs are only as good as the data inputs. There are also some ethical concerns about the use of AI and uncertainty about generative AI bias that can potentially lead to inaccurate results. 

The report highlights the importance of data maturity as a sign of AI preparedness. Organizations that have higher data maturity have a more positive assessment of their organization’s data quality, technology infrastructure, and AI strategy. 

(Kostyantyn Skuridin/Shutterstock)

Data’s Full Potential Remains Elusive

While business leaders realize that data is the key to getting AI benefits, there is significant misalignment between data strategy and business goals. According to the report, many line-of-business leaders (41 percent) believe that their data strategy has either partial or no alignment with business objectives. Similarly, 37 percent of analytics and IT leaders also see room for improvement. 

The core reasons for this disconnect include the lack of shared KPIs across teams, dealing with overwhelming volumes of data, and security threats. Technical and line-of-business leaders are concerned that integrating new data sources could increase security vulnerabilities. 

The lack of data visibility could be a reason why business leaders are concerned about security threats. Nearly half (45 percent) of analytics and IT leaders say that they have partial or no visibility on how data is used within their organization. 

The teams closest to data, including the analytics and IT teams, have the highest confidence (57 percent) in data quality. This shows an opportunity to instill data confidence across other teams including marketing, sales, and service teams.

The Road to Data and AI Success is Winding

Building confidence in data accuracy is more than just a technical fix – it requires a shift in mindset. There needs to be a collective change in behaviors and beliefs about the importance of data. The good news is that analytics and IT leaders are taking action. Nearly eight in ten analytics and IT leaders plan to increase the budget for data training and development. 

The findings of the report show that data governance can play a key role in buying data trustworthiness with 85 percent of analytics and IT leaders using data governance to quantify and Strengthen data quality.

“Managing data is the most important action a business can take to successfully implement generative AI,” said Batchelder. “To effectively manage data, leaders must use data governance strategically and invest in a strong culture now more than ever.” 

The report indicates that analytics and IT leaders lean on cloud solutions to mitigate data gravity, which refers to the concept that data has mass as the mass grows larger it pulls additional resources making it more challenging and expensive to manage that data. 

Analytics and IT leaders are relying on better infrastructure (44 percent), using multiple cloud providers (41 percent), and employing decentralized or distributed data storage solutions (40 percent) to mitigate the threats of data gravity. 

Looking ahead, companies need to overcome several hurdles to unlock the full potential of AI. The Salesforce report indicates that business leaders are aware of the key challenges and understand what tools can help them succeed in leveraging the power of AI technology. 

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Fri, 03 Nov 2023 03:01:00 -0500 text/html
Salesforce CRM Review and Pricing

Editors Score:9.5/10

The Salesforce CRM offers an impressive selection of features, customization options and tailored workflows within a single ecosystem, making it our pick for the best CRM for growing businesses.

  • The Salesforce CRM is highly customizable; with time, you can modify almost every element to fit your specific business needs.
  • The lowest-priced plan includes advanced features such as mass emails, marketing campaign management, a drag-and-drop app builder, and lead auto-assignment.
  • Salesforce has an immense selection of support materials, videos and tutorials, as well as a helpful online community.
  • Due to the sheer volume of customization and automation options, setting up the Salesforce CRM to match your business's specific processes and needs can be time-consuming. It may require training for your in-house marketing team and administrators.
  • You must know CSS, HTML and other coding languages to customize specific elements within Salesforce.
  • Salesforce's pricing model can be confusing; there's a lack of clarity around add-ons, which can drive up costs.

Businesses must successfully convert leads and manage and grow customer relationships to succeed. Salesforce CRM features myriad customization options to achieve these goals, empowering businesses of all sizes – and across various industries – to better understand and support prospects and customers. You can adapt nearly every aspect of the software’s interface and performance to help sales, marketing, customer service and technical support teams succeed. Salesforce CRM features thousands of fully integrated apps, plug-in scripts, and a superior API interface to help businesses create a flexible, customized solution. Once implemented, you’ll enjoy a beautifully designed product that’s speedy, powerful, and perfectly tailored to your company’s specific needs and processes.

Salesforce CRM Editor's Rating:

9.5 / 10

Customization, add-ons and integrations

Why We Chose Salesforce as the Best CRM for Customization

Salesforce is arguably the best-known CRM provider on the market. It has an established community and a well-earned reputation for being a leader in the customer relationship management field. While it was created to meet the needs of enterprises and large businesses, Salesforce has expanded its scope and now actively targets businesses of all sizes.

Unlike more rigid competitors, Salesforce CRM provides countless personalization and customization options, giving businesses a high level of control over how the system looks and acts. We were particularly impressed by how Salesforce handles workflow automation and by its pioneering integration of AI in CRM customization.

Notably, Salesforce was one of the first CRM platforms to open itself up to third-party developers, giving it more apps and customization options than any other provider. If Salesforce doesn’t have a built-in function you need, there’s almost certainly an app to compensate. If not, a developer can create and deploy a specific solution. 

Salesforce CRM’s initial setup requires time and IT skills. Its learning curve is far steeper than those of many other CRM providers we reviewed. However, you’ll enjoy flexible CRM software guaranteed to accommodate all custom processes and meet the changing needs of your business. For all these reasons and more, Salesforce is our top CRM choice for customization.

Salesforce CRM’s pipeline management feature gives an overview of your sales opportunities. Source: Salesforce

Salesforce may not be the best choice for businesses with less complex operational needs. If your SMB’s CRM needs are straightforward, check out our review of CRM and comparison to learn about a well-executed system designed for SMBs.

Ease of Use

Despite its complexities, Salesforce is surprisingly easy to implement and use. Here are some notable ease-of-use factors we discovered. 

  • Salesforce’s navigation process is straightforward. We like that Salesforce keeps the navigation process simple. The upper tab-style layout is typical across business and personal software, making it easy to grasp; categories like “Home,” “Contacts,” “Accounts,” “Leads,” “Tasks,” “Reports” and “Opportunities” need no explanation. You can get instant help from the question mark icon in one of the corners of the screen – a handy feature we’ve seen on many other CRM packages.
  • You can use Salesforce at a limited level out of the box. Because of its numerous features and customizations, setting up the Salesforce CRM takes more time and expertise than other solutions we reviewed. However, we appreciate that Salesforce’s smart default setup options help businesses use the CRM out of the box. You can gradually modify contact, opportunity, account, task and workflow elements as you explore the software’s full scope over time.
  • Salesforce doesn’t provide practice data. Note that you’ll need data to practice on during onboarding; Salesforce doesn’t supply this. To get practice data, you can duplicate and isolate existing data or use a service like Mockaroo to create dummy data.
  • Salesforce’s onboarding and support resources are robust. We were pleased to see that Salesforce offers a wealth of support materials, webinars and guides to facilitate the CRM implementation process and resolve usability issues. Its global Trailblazer community is also an excellent resource. Additionally, the vendor promises a two-day query response time.
  • Onboarding users and updating permissions is straightforward. While in-house administrators may need specific training, we appreciate that Salesforce provides excellent admin controls. Setting up various permissions based on groups or individual users is simple. This is notable because some CRMs allow only admin settings by group. Creating different displays and workflows for various departments and employees is also straightforward. If you have even moderate technical expertise and admin experience, you should have no trouble onboarding users, updating permissions or managing this CRM daily.

Salesforce visual dashboard

Salesforce’s visual dashboards help your team pinpoint problems and work on solutions. Source: Salesforce

Salesforce’s upper-tier plans deliver business owners access to live support, coaching sessions and adoption guidance for an additional fee. This may be useful if you’re considering switching CRM systems to Salesforce.

Salesforce Features

The Salesforce product boasts an impressive array of CRM features that make it one of the best on the market. Here are some of the most notable features that provide excellent CRM software benefits.

Comprehensive Business Ecosystem

We like that Salesforce’s business products seamlessly integrate. Businesses can grow with the Salesforce CRM and gradually adopt new features as needed. Additional Salesforce product categories include:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Commerce Cloud
  • Safety Cloud
  • Heroku (Heroku is an app development platform.)
  • Quip (a collaboration tool)
  • Salesforce Platform (with high-level development, customization, analytics and built-in AI)

You can use Salesforce’s impressive range of third-party apps to run many aspects of your company, from marketing to fulfillment. HR, data analytics, workforce collaboration and finance apps plug directly into Salesforce CRM. You can even add ERP apps to Salesforce to build a system close in function to the ERP platform described in our review of Oracle NetSuite CRM

We also like how Salesforce’s AppExchange breaks down apps by industry. There are 12 sector-specific areas on AppExchange, including communications, financial services, manufacturing and professional services.

Salesforce is a capable solution for companies that want to Strengthen customer service performance. Read our review of Salesforce Service Cloud to discover how it helps supervisors and teams manage ongoing customer relationships.


We were impressed by Salesforce CRM’s vast customization capabilities – an area where it truly stands out among the competition. While many CRMs we reviewed offer options for customizing deal and contact fields, email templates, and dashboards, Salesforce lets you do much more. 

Here are some of our favorite customization options: 

  • Change how pages look and function. You can change how pages look and function to suit your specific needs. Use the CSS settings to adjust the spacing between page elements, colors and fonts. You can modify customer records to show just the lists, sections and fields you want particular co-workers to see, improving employee collaboration
  • Use object control to customize the system. The Salesforce CRM’s object control is superior to that of other CRMs we tested. Objects are “fields” within databases (like name, address, email, etc.). Salesforce makes it easy to add objects so you can record exactly the information you want on accounts, contacts and leads. You can set permissions on records and fields to determine who else can view and edit fields. You can even make objects actionable by adding buttons, actions, triggers and links to create processes for adding a new customer, provider or co-worker to the database.
  • Use the developer console to create custom apps. We really liked Salesforce’s developer console. Many businesses, particularly SMBs, won’t have in-house programmers but may use freelance developers to develop specific functions within Salesforce. Salesforce gives these developers a dev console where they can write, test and debug code for your custom applications. We found the inclusion of Apex triggers within the dev environment particularly helpful because it will shorten the development cycle in most instances. A developer sandbox and an app builder are included with every plan. 

Salesforce custom dashboard

Sales managers can customize their dashboards with specific objects. Source: Salesforce

Integrations and Add-ons

We like that CRM users can build customizable systems and integrate their favorite business apps via the Salesforce AppExchange store. Other CRM software companies we reviewed have similar online stores for add-ons, but Salesforce’s is far more comprehensive, with thousands of available integrations. 

The company makes it easy to search for add-ons based on the product name and view industry-specific product bundles. Because Salesforce is such a huge company, its industry-specific add-ons are expansive. There’s even a separate section for small business-specific add-ons, many of which are free.

On the AppExchange, you’ll find five different solution categories:

  • Apps: Similar to mobile apps on Apple’s App Store or Google Play, AppExchange apps are direct, preprogrammed plug-ins that interact with Salesforce. You can customize most apps via their settings. Apps add new functions or Strengthen and augment existing functions on your platform.
  • Lightning Bolts: Lightning Bolts are prebuilt templates providing extra features to employees, partners, suppliers and anyone accessing your Salesforce CRM. Hundreds of Lightning Bolts have various use cases. For example, there are supply chain management bolts for suppliers, project management tools for employees and tools to access client account information. 
  • Flow solutions: Salesforce incorporates Flow Builder, a tool that simplifies workflow automation via a simple drag-and-drop approach. Flow solutions are prebuilt workflows or processes you can import directly into the Salesforce Flow development tool. 
  • Lightning data: These are customer tracking tools that can enrich customer and prospect data and keep them updated regularly. We saw four such tools during our review process.
  • Components: Components are reusable features you can deploy to build your own apps within Salesforce. There are nearly 300 free components and around 30 paid ones.

Salesforce is embracing the “low code” and “no code” trends with its Lightning App Builder and Salesforce Flow drag-and-drop tools. Read our HubSpot review to learn about another CRM with drag-and-drop functionality.

Salesforce CRM AppExchange

New apps are added to the AppExchange daily, further enhancing its appeal. Source: Salesforce

Intuitive Productivity Tools

We were pleased to see Salesforce’s intuitive productivity-boosting tools, particularly its built-in project management features. (Freshworks has similar tools; read our Freshworks CRM review to learn more.) Once implemented, sales and marketing departments – as well as managers – will find it easy to manage and build workflows, assign and follow tasks, and check off permissions. 

Salesforce’s visual dashboards allow sales reps to check KPIs and track their progress toward quotas, facilitating productivity and accountability. We like that you can add meetings straight from the calendar tab and see an instant overview of your schedule. 

Additional add-on productivity tools are available through the AppExchange.

Artificial Intelligence

Salesforce’s artificial intelligence (AI) strides impressed us with capabilities beyond those of the competitors we reviewed. Salesforce was a CRM-AI pioneer, launching its high-profile AI tool, Einstein, in 2016. Today, the company has picked up the pace amid breakthroughs in the generative large language model AIs (like ChatGPT and Bard) that power tools like Einstein. Einstein is available on Salesforce’s upper-tier plans or as a paid add-on.

Einstein can do the following after gathering data from system use and user input: 

  • Help salespeople with call prompts
  • Handle web chats via the Service Bot chatbot
  • Recommend products to clients to facilitate upselling and cross-selling
  • Create excellent product presentations
  • Generate workflows to make companies more efficient 
  • Predict with a high degree of accuracy which deals will close
  • Deep dive into social media and present you with sentiment analysis about your brand
  • Help CEO decision-making with decision support systems that deliver advice based on live analytics 

Einstein, in its current form, is amazing, and we look forward to seeing its next iterations. We expect AI (and the solutions other CRM providers develop) to be integral to corporate life and CRM adoption in the coming years. We’re not awarding best use of AI in this round of CRM reviews; however, if we were, Salesforce would win.

Einstein can flag emails in which leads express critical concerns that could prevent a deal from moving forward, allowing a sales rep to prioritize those messages and act fast to grow and sustain customer relationships.

Salesforce Einstein tool

Salesforce’s Einstein tool can help with sentiment analysis so you understand how your brand is perceived. Source: Salesforce

Trailblazer Community

Nearly every CRM vendor we reviewed has some form of an online community. However, Salesforce’s Trailblazer community is particularly impressive, replete with documentation invaluable for admins. You can find step-by-step guides on everything from creating custom CRM reports to turning on user notifications. 

There’s also an extensive user-only forum for direct communication with other admins and CRM users and a comprehensive Trailhead learning platform with various product-related courses, upskilling opportunities and official certifications. 

Salesforce Pricing

You can purchase Salesforce’s Sales Cloud CRM via one of four subscription tiers:

  • Essentials
  • Professional
  • Enterprise
  • Unlimited

Unlike Salesforce competitors monday and HubSpot, there’s no free plan.

Only Essentials is available on a month-to-month basis; all other plans require an annual contract. Bear in mind that annual contracts often require you to pay for the whole year upfront, which may not be ideal for some businesses.

All costs below are applied when billed annually. All plans allow you to send 5,000 email marketing messages daily from the platform, which is much more generous than many other providers we reviewed. 


Price: $25 per user per month; available for up to 10 users

Features: Account, contact, lead, task and opportunity management; lead auto-assignment; prevention of duplicates; automatic capture of a  lead’s available web information; mass email; marketing campaigns; customizable reports and dashboards; email integration with Gmail and Outlook; and Salesforce mobile app


Price: $75 per user per month

Features: Everything in the Essentials plan, plus pipeline management, lead registration, rules-based lead scoring, collaborative forecasting, a forecasting mobile app, quote and order management, roles and permissions, and a developer sandbox


Price: $150 per user per month

Features: Everything in the Professional plan, plus workflow and approval automation, sales teams and territories, opportunity scoring, and advanced reporting


Price: $300 per user per month

Features: Everything in the Enterprise plan, plus a sales engagement hub, AI-powered sales insights with Einstein, sales cadences and 24/7 support

Other Charges

Salesforce is pricey compared to other CRM solutions we reviewed. It’s a massive product with many add-ons and customizations; the subscription costs listed here should be considered jumping-off points. 

You can spend considerably more on Salesforce. For example, CPQ & Billing, which allows you to quickly configure, price and quote complex solutions, costs $75 per user per month. Other add-ons include Pardot, Quip, Einstein AI and Sales Dialer – all sold separately. There are additional costs if you opt for training or help with implementation.

Many other SaaS products offer free versions and low-cost, entry-level subscriptions that can be used indefinitely. While $25 per user per month isn’t exorbitant, it’s not a realistic long-term option for most small businesses because only 10 users are supported at that level. The next plan jumps to $75 per user per month – significantly more expensive than the competition. 

We recommend taking advantage of Salesforce’s 14-day free trial to ensure this CRM is worth the investment.

Onboarding and Implementation

Implementing CRM software always takes care and patience. But due to its breadth of customization options, Salesforce CRM’s implementation process can vary drastically, taking anywhere from a few days to several weeks. While that may seem alarming, users will quickly see that this CRM is worth the effort once it is set up.

Salesforce and third-party agencies can manage your initial implementation and launch for you. Still, this help comes at a cost, depending on your company size, number of employees, data volume and complexity, third-party integrations, and customization level.

Fortunately, you don’t necessarily have to create a complex solution immediately. You can use the software out of the box and modify it as your business needs evolve. Thanks to the Salesforce CRM’s intuitive design and overall sophistication, the learning curve isn’t steep for non-admin users after implementation.

In addition to a vast library of training materials, Salesforce offers adoption guidance and coaching services for an extra cost. That may be worth it for business owners concerned about setting up the CRM and onboarding users.

Use the Data Import Wizard from the Setup menu to import up to 50,000 standard objects – like contact, lead and account information – from a CSV file.

Customer Service

While Salesforce is a market leader in CRM technology, integrations and capabilities, we found that it falls short in the customer service department. When we reached out for information about the company’s services, the response was delayed.

When we did communicate with customer support reps, they were very helpful and used real-life situations to explain the product’s features and answer questions about the program. They were very clear and offered several solutions to help further our understanding. However, compared to other providers we called, their answers could have been more detailed.

Unfortunately, Salesforce has a C-minus rating with the Better Business Bureau (BBB) and isn’t an accredited BBB business. It earned 1 out of 5 stars and closed 55 complaints within the last three years. That’s disappointing and surprising for a company that’s so well regarded in the industry. 

On the plus side, Salesforce provides an extensive selection of self-guided resources, access to the Trailblazer community and basic technical support. Additionally, its Unlimited package comes with 24/7 assistance. 

For an additional fee of 30 percent of your total monthly service fees, users can access 24/7 phone support, expert coaching and a dedicated account manager.


Salesforce CRM is an excellent solution; however, we did identify some limitations: 

  • Customizations can be complex. Salesforce’s biggest strength – its customization capabilities – is also a potential downside. Setting up a fully customized CRM tailored to your business’s specific sales funnel, structure and workflows requires time and, ideally, a dedicated IT team. Entrepreneurs and smaller companies might be better off with an easy-to-use yet still customizable solution like Zoho. (Learn more in our detailed Zoho CRM review and Zoho comparison.)
  • Salesforce requires technical knowledge. Most of the Salesforce CRM’s customizable elements require some basic technical knowledge of CSS and HTML. This is slowly improving since the introduction of the Lightning App Builder and Salesforce Flow tools. For example, the Lightning Email Templates use a more interactive drag-and-drop functionality, similar to some rival CRMs we reviewed. Salesforce is getting simpler and more intuitive over time. However, it’s not there yet. 
  • Pricing can be challenging to understand. Due to the number of available add-ons and platforms, it can be difficult to estimate the final price of your desired CRM solution. However, Salesforce’s sales and support teams are happy to provide a unique quote for your business.


When evaluating the best CRM software, we conducted extensive comparative research of dozens of software solutions in the category. Our product review process was designed to help you find the right CRM for your business. It included customer support team communication, trials to evaluate product functionality, and an evaluation of each provider’s tutorials, webinars and support materials. We also took pricing into consideration. When looking for the best CRM for customizability specifically, we examined customization options, available integrations, reporting and analytics, and sales automation.

Salesforce FAQ

Though the Salesforce system has an extensive collection of CRM features and add-ons, its intuitive design and standard CRM lingo make it easy to learn. The vendor also provides various training materials and courses on Trailhead, the company’s free online learning platform, to get you started.

Salesforce doesn’t have a free plan; its pricing starts at $25 per user per month. However, the company offers a 14-day free trial so you can assess whether it’s a good fit for your business. 

Bottom Line

We recommend Salesforce CRM for …

  • Businesses that need a flexible and highly customizable CRM solution.
  • Companies that want access to a large collection of integrations and add-ons to suit their processes and industries.
  • Businesses looking for a CRM that can expand with their evolving needs.

We don’t recommend Salesforce CRM for …

  • Businesses that want a free CRM solution or advanced CRM functionality at an affordable price.
  • Entrepreneurs and small businesses with limited IT resources.
  • Companies that need a straightforward CRM system that works right out of the box and is easy to customize with no technical skills required.

Nadia Reckmann contributed to this article. 

Tue, 07 Nov 2023 10:00:00 -0600 en text/html
Salesforce Automotive Cloud adds Einstein Studio, Fleet Management

CRM provider Salesforce is adding a host of features to its Automotive Cloud, including Automotive Loan, Lease Console, and connected car capabilities.

Salesforce is adding AI, telematics and a host of other capabilities to beef up Salesforce Automotive Cloud, built on the company’s Customer 360 cloud-based CRM platform and released last year as a dedicated system to help automakers better connect with dealers and end consumers.

Features that are generally available now include Einstein Studio and Fleet Management, according to a Salesforce announcement Tuesday.

“With Einstein Studio, automakers can easily build and train custom AI models with help from Salesforce ecosystem technology partners,” the company said, adding that connected car data, when paired with custom AI models, will enable automakers to generate predictive insights.

Automakers, for example, may want to alert dealers automatically when a driver’s vehicle is about to hit 100,000 miles, identify new, available vehicles that match the driver’s preferences, and even offer personalized discounts and trade-in offers.

The new Fleet Management tools, according to the company, will allow fleet owners a single view of their vehicles and enable them to define fleet action plans, such as deciding routes, driver assignments, and maintenance warnings.

The Fleet Management tools also will provide insights into completed trips and driver behavior, among other things, to enable future fleet planning and Strengthen performance, the company said.

Salesforce also said that it will release a new suite, dubbed Automotive Cloud for Captive Finance, which will provide a complete view of a driver’s automotive finances, including all of their household auto loans and lease accounts, as well as their associated vehicles.

The suite will come with an Automotive Loan and Lease Console that is designed to  help auto lenders streamline and automate services, , engaging customers with timely, personalized information about lease renewals, payment reminders, or service appointments, the company said, adding that the features will be available in the early 2024.

Other features that will also be made available in early 2024 include actionable telematics and other connected car features.

“Actionable Telematics will help automakers monitor telematics data, like vehicle location, speed, fuel, or battery consumption, and use automation to detect and alert customers to changes in their car’s status,” the company said.

The telematics, for example, could read the data coming off of a vehicle and send  an alert to the driver console to warn them of any potential issues, such as an increase in engine revolutions per minute (RPMs) or  loss of tire pressure.

Salesforce is also planning a connected vehicle visualization module within the Automotive Cloud that will allow automakers to provide a real-time visualization of a vehicle’s connected features and services that will help make it easy for automakers to provide better in-car experiences, such as remote assistance.

This feature, according to the company, will be available in pilot in early 2024 and additional purchase and terms may be applied to it.

Tue, 07 Nov 2023 06:27:00 -0600 en-US text/html
Veeam announces updates to backup for salesforce on Salesforce AppExchange, the world's leading enterprise cloud marketplace

DUBAI, UAE: - Veeam® Software, the leader in Data Protection and Ransomware Recovery, today announced it has launched Veeam Backup for Salesforce v2, available on Salesforce AppExchange Veeam Backup for Salesforce eliminates the risks of Salesforce data and metadata loss from human, integration, and corruption errors. This existing version from Veeam — the #1 data protection provider — extends support for multiple clouds, provides greater security with single sign-on (SSO) and multifactor authentication (MFA), and provides a safe environment for testing and developing via sandbox seeding. Organizations can deploy on-premises or in the cloud, recover exactly what they need when they need it, and experience backup that is custom-engineered for Salesforce data and metadata.

Veeam Backup for Salesforce is currently available on AppExchange at

Veeam Backup for Salesforce    

Data loss is inevitable within an organization, so it’s important for organizations to protect themselves at all costs. This existing version builds on the success of Veeam Backup for Salesforce with its already powerful, rapid-recovery capabilities for IT departments and Salesforce administrators. It underlines why Salesforce data backup is critical to prevent data loss, ensures compliance and enables fast recovery by providing a comprehensive, purpose-built Salesforce backup solution that gives organizations the ability to recover from Salesforce data loss with speed and confidence.

New capabilities of Veeam Backup for Salesforce include:

  • Salesforce business applications: Extended support of the Salesforce platform, including Salesforce Government and Education Clouds, Field Service, CPQ, Person Accounts, and managed packages, is now part of data backup offerings to ensure critical field service data meets compliance and is protected when off-site.
  • Salesforce SSO and MFA: Enable role-based access for backup and restore operators via Salesforce to simplify and Strengthen the security of your systems. Audit trail will keep track of all the sensitive operations.
  • Sandbox seeding and enhanced restores: Restore to your sandbox with data from production or from another sandbox. Set alternate keys and get better controls over hierarchy restores. Enhance your company’s ability to test, develop and troubleshoot with the option to restore production data to your sandbox.    

Veeam Backup for Salesforce is a separate standalone paid product that is new to Veeam Data Platform. Available today from Veeam technology partners, Veeam Backup for Salesforce is sold in one- to five-year annual subscriptions, priced per user license. Veeam is currently offering promotional packages through December 31, 2023 for current customers.

Veeam Backup for Salesforce Community Edition is currently available. Community Edition provides fully functional free backup and recovery of Salesforce data for organizations with 50 Salesforce user licenses or less.

Comments on the News

  • “Reliability and consistency of protecting SaaS data is a key driver for improving data protection in 2023, according to the Veeam Data Protection Trends Report 2023. However, many organizations still don’t believe that Salesforce needs to be protected and that their data and metadata are safe in a cloud somewhere. We disagree – and so does Salesforce,” said Danny Allan, CTO at Veeam. “Veeam Backup for Salesforce bookings grew 195% quarter-over-quarter for Q3’23. With V2, we’re excited to continue to support our customers and partners in this shared responsibility to ensure that their business is kept running and critical data is both protected and quickly recoverable in case of human error, integration error or data breaches.”
  • “Veeam Backup for Salesforce is a welcome addition to AppExchange, as they accelerate business transformation for customers by backing up and quickly recovering Salesforce data and metadata in the cloud and on-premises," said Alice Steinglass, Executive Vice President of and General Manager, Platform at Salesforce. "AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”
  • “Our latest study on the disconnect in SaaS data protection reveals that while most end-users recognize the importance of Salesforce environments and data, they find it challenging to safeguard these assets from the threat of data loss,” says Enterprise Strategy Group Practice Director Christophe Bertrand. “Veeam for Salesforce V2 provides essential features to mitigate this risk and enhance data and metadata protection at scale, making it an ideal solution for many organizations in need.”


About Salesforce AppExchange

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. With more than 7,000 listings, 11 million customer installs and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.

Additional Resources 

  • Like Salesforce on Facebook:  
  • Follow Salesforce on Twitter: 

Salesforce, AppExchange, Government Cloud, Education Cloud, Field Service, CPQ, Person Accounts, and managed packages, and others are among the trademarks of, inc.

About Veeam Software

Veeam®, the #1 global market leader in data protection and ransomware recovery, is on a mission to help every organization not just bounce back from a data outage or loss but bounce forward. With Veeam, organizations achieve radical resilience through data security, data recovery, and data freedom for their hybrid cloud. The Veeam Data Platform delivers a single solution for cloud, virtual, physical, SaaS, and Kubernetes environments that gives IT and security leaders peace of mind that their apps and data are protected and always available. Headquartered in Columbus, Ohio, with offices in more than 30 countries, Veeam protects over 450,000 customers worldwide, including 73% of the Global 2000, who trust Veeam to keep their businesses running. Radical resilience starts with Veeam. Learn more at or follow Veeam on LinkedIn @veeam-software and X @veeam. 

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