Future-Proof Salesforce: Critical Errors to Dodge in Activity Capture Setup

Systems

Future-Proof Salesforce: Critical Errors to Dodge in Activity Capture Setup

Date:
October 24, 2024
Time:
1:00 pm
 EST
Where:
Zoom

Event Details

Join us for an in-depth 🤓 session on mastering Salesforce activity capture. We'll reveal common pitfalls and teach you how to build a lasting, flexible, and cost-effective workflow.

Philipp Stelzer, co-founder of Weflow, will guide you through the intricacies of activity capture. During this session you’ll learn:

  • Why Activity Capture is an important part of CRM configuration
  • How your tech stack influences the ideal Activity Capture setup
  • A deep dive into the mechanics of tasks, events, and reporting on these objects in Salesforce
  • The pros and cons of the Enhanced Email Message object
  • Why Einstein Activity Capture might not be the ideal solution for your org
  • Alternative solutions worth considering instead

Register now and make your Salesforce activity capture strategy a long-lasting success 🚀

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Register Here

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Robert Gammon, Revenue Operations Leader @ Cortado Group

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