Our Case Studies

DocuSign eSignature is used to easily upload and send documents for electronic signatures from any device. Anchor-based Tagging enables a DocuSign customer to send documents for signature without having a fixed layout or format. This video demonstrates how to use the Anchor-Based Tagging feature in DocuSign. If you need help in getting started with Anchor tags in Docusign, reach out to Cloud Analogy, a leading Salesforce Consulting partner, now!

Do you want to know how to integrate ZOHO CRM with Mailchimp to synchronize the Mailchimp list to ZOHO CRM Campaign? Watch the video to learn the advantages of integrating Mailchimp with ZOHO CRM and the steps on how to integrate ZOHO CRM and Mailchimp. By integrating ZOHO CRM to Mailchimp you can easily add contacts to your CRM, get notifications, distribute leads, and much more. Get to know how you can integrate Mailchimp to ZOHO CRM easily to sync the Zoho CRM contacts to an existing list on MailChimp.

Do you learn how to integrate ZOHO CRM with Twilio to organize communication services, including incoming and outcoming calls, seamlessly? The video will walk you through the advantages of integrating Twilio into Salesforce ZOHO CRM and steps on how to integrate Twilio with Salesforce. With the integration of Twilio with Salesforce ZOHO CRM, you can easily connect with your customers via phone calls, texts, and emails and can run your business smoothly.

Do you want to seamlessly transfer all your data from ZOHO CRM to Google Sheets? The video will walk you through the basics of the ZOHO CRM to Google Sheets integration process and the steps on how to integrate ZOHO CRM to Google Sheets. With the integration of ZOHO CRM with Google Sheets, you have the ability to export all your leads and import data automatically by a schedule. Google Sheets is an online spreadsheet development, collaboration, and storage service. Discover how to integrate Zoho CRM with Google sheet within few minutes for easy contact syncing and creation.

Do you want to seamlessly transfer all the information about your closed deal from Zoho CRM to Zoho projects? The video will walk you through the basics of the Zoho CRM to Zoho projects integration process and the steps on how to integrate Zoho CRM into Zoho projects. With the integration of Zoho CRM with Zoho projects, you can handle your tasks even more effectively and make better and informed business decisions. By integrating Zoho CRM to Zoho projects, you can get updated all your Zoho CRM into the Zoho CRM projects accounts and vice versa.

Do you want to learn how to import records using the Lightning web component (LWC)? Lightning Web Component empowers you to import records in your Salesforce org easily. You only need to upload your CSV file, map your fields, and execute your tasks after saving. This video walks you through building the Aura lightning component in Salesforce org and processing the production details record using batch Apex. In this video, you will also learn how to match production details recording using a junction object and use Apex trigger to update manual matched records.

Are you looking for an efficient way to personalize and automate your emails in Salesforce? Email Automation is the process that can help you automate tedious email tasks, freeing up your team so they can spend more time working on projects and bring more customers. Automated email marketing is designed to help you boost ROI for your business and increase team productivity. Watch this video to learn how to set up an automated email when a lead or contact is added to Salesforce. Explore the key email functionalities that can help you get started with setting up email automation in Salesforce.

With Cloud Analogy let’s explore Pardot automation rules that help you accomplish all your marketing goals. How to make things easy for sales and marketing with the help of these rules. We are highlighting how to manage the contacts through Buyer drip campaign automation. So don’t miss it. Check it now. For more updates, stay connected with us.

Successful businesses understand the requirement of organizational quality. This case study offers a look at how you create a quality management system with integrated objects on the top of the Salesforce platform to help your business ensure data safety and enhance business efficiency. With an effective Quality Management System, your business can lower risk and reduce customer complaints by having full control of the quality process at your fingertips. In this step-by-step tutorial, you’ll learn how to implement a quality management system to improve your day-to-day business operations.

Keeping track of logging expense reports and receipts has been a challenging task for today’s sales reps. So if you are a sales rep looking for expert guidance on how to integrate Veryfi, the expense management software, with Salesforce, this video is a must-see for you. In this video, we’ll take you through the Veryfi and Salesforce integration process that will help you gain complete control over employee business expenses in a rapidly changing business environment. By integrating Veryfi with Salesforce, you can automate and seamlessly manage mundane processes from receipt scanning to approval to reimbursement and generate maximum revenue and profit.

𝐀𝐫𝐞 𝐲𝐨𝐮 𝐬𝐭𝐫𝐮𝐠𝐠𝐥𝐢𝐧𝐠 𝐭𝐨 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞 𝐭𝐡𝐞 𝐅𝐓𝐏 𝐬𝐞𝐫𝐯𝐞𝐫 𝐰𝐢𝐭𝐡 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞? Here is the video for you to gain a complete understanding of automating CSV data loading between Salesforce and FTP. This video will explain how to build powerful FTP server functionalities and methods using Apex Class to import data with a structure different from the structure of Salesforce objects. Watch this demo case study to learn all about streamlining your data management process with Salesforce and FTP integration.

Watch this video to learn how to create an online survey with SurveyMonkey. This video will walk you through the information you need to get started using all the features and functionalities that SurveyMonkey offers. Gain invaluable insights and learn some of the best practices for every step of survey creation with Surveys. Looking for expert guidance on how to make the most of your SurveyMonkey’s core survey platform to understand your target audience and boost customer satisfaction? Contact Cloud Analogy, the best Salesforce Consulting Company now! For any help regarding Salesforce Administration, Consultancy, Implementation, or Development – visit Cloud Analogy now!