Marketing Platforms and CRM

How to Grant Login Access to Support | Salesforce or Marketing Cloud or CPQ [Video]

How to Grant Login Access to Support | Salesforce or Marketing Cloud or CPQ

Are you creating a case with Salesforce Support and need to kno whow to grant them access to your Salesforce environment? Its easy! Adjusting the Login Access policies in your personal settings lets you grant access for a specific time duration, that can be revoked or extended as needed. Granting access is slightly different for each environment, so you can skip ahead to the information you need by clicking a time stamp in the video.
Knowledge Article: How Salesforce Support uses Login Access in customer support
0:00 overview of granting login access to Salesforce Support
0:49 How Admins can grant login access as one of their users
1:27 Grant Salesforce Support login access
1:58 How to grant login access to Salesforce Marketing Cloud
2:54 How to grant login access to Salesforce CPQ

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Marketing Platforms and CRM

Salesforce Digital Experience - Improving Talks Series [Video]

Are you curious as to how Salesforce(SF) can be used other than a Sales customer relationship management (CRM) tool? SF provides CRM software and applications for not only for sales but also customer service, marketing automation, analytics, and application development. Specifically for Customer Service where SF allows the creation of a Portal or Digital Experience Site allowing external access to SF Resources. Join Marcus Vandenbent as he demo's a fully functioning SF Digital Experience site with not just the ability to log or view a clients cases but also have the ability to use AI to retrieve recommended Wiki articles based on the content of a case or a search.About Marcus - Marcus Vandenbent is a consultant for Improving Atlanta (IA) for close to five years and specializes in explaining the needs of a business in how it relates to relevant technologies, specifically the Microsoft Office 365 platform. Marcus has over 25 years of experience in Information Technology, implementing everything from the architecture of both small and large data centers, to providing IT related training, to designing enterprise disaster recovery solutions, to creating small simple content management sites, to administering internal business management systems, and to implementing large scale/high volume cloud based sites.Prior to joining IA, Marcus was a Sr. SharePoint Architect for ATT where he focused on architecture, supporting and maintaining a hosted SharePoint enterprise environment. Marcus has experience with many types of businesses including Healthcare, Staffing, Credit Providers, Telecom, Marketing, and Facilities Management.