Salesforce
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
Static and dynamic content editing
Static and dynamic content editing
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
An Introduction to Salesforce
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses of all sizes manage their sales, marketing, and customer service operations. The platform was created in 1999 by Marc Benioff, Parker Harris, and Frank Dominguez and has since grown into one of the world's largest and most widely used CRM systems. Salesforce is designed to help businesses streamline their operations and improve customer engagement and loyalty by providing a centralised platform for managing customer data, sales activities, marketing campaigns, and customer service interactions.
Salesforce Features
Salesforce offers a wide range of features that can help businesses manage every aspect of their customer relationships. Some of the key features of Salesforce include:
- Sales Management - Salesforce provides a comprehensive sales management system that helps businesses track sales activities, manage sales leads, and close deals more efficiently. Sales teams can use Salesforce to track their sales pipeline, identify opportunities for growth, and collaborate with team members to close deals.
- Marketing Automation - Salesforce includes a powerful marketing automation tool that helps businesses create, execute, and track marketing campaigns across multiple channels. With Salesforce, businesses can automate email marketing, social media marketing, and other digital marketing campaigns, and track the success of those campaigns in real-time.
- Customer Service - Salesforce provides a complete customer service solution that enables businesses to manage customer interactions across multiple channels, including phone, email, social media, and chat. With Salesforce, businesses can provide personalised and efficient customer service experiences that help build customer loyalty and satisfaction.
- Customisation and Integration - Salesforce is highly customisable and can be easily integrated with other business systems, such as ERP and HR systems. Businesses can customise Salesforce to meet their specific needs and create unique workflows, reports, and dashboards to track and analyse business performance.
- Mobile App - Salesforce offers a mobile app that allows users to access the platform from anywhere, at any time. The mobile app provides users with all the features of the desktop version of Salesforce, including sales management, marketing automation, customer service, and customisation.
Who Salesforce is Suited to?
Salesforce is an ideal CRM solution for businesses of all sizes and industries. The platform is particularly well-suited for businesses that are looking to streamline their operations, improve customer engagement and loyalty, and grow their sales and revenue. Salesforce can be used by sales teams, marketing teams, customer service teams, and executives to manage every aspect of their customer relationships.
Salesforce is also a good choice for businesses that want a flexible and customisable CRM system that can be tailored to their specific needs. The platform can be easily integrated with other business systems, such as ERP and HR systems, to create a unified view of the customer and streamline business operations.
How to Get Started with Salesforce
Getting started with Salesforce is easy. Here are the steps you need to follow:
- Sign up for a free trial - Salesforce offers a free 30-day trial that allows you to explore the platform and test its features.
- Choose your edition - Salesforce offers a range of editions to choose from, including Essentials, Professional, Enterprise, and Unlimited. Each edition offers different features and pricing options, so choose the one that best fits your needs and budget.
- Customise your Salesforce instance - Once you have chosen your edition, you can customise your Salesforce instance to meet your specific needs. You can create custom fields, workflows, reports, and dashboards to track and analyse your business performance.
- Import your data - Salesforce allows you to import your existing customer data from other systems, such as Excel spreadsheets and other CRM systems. This will help you get up and running quickly and ensure that your customer data is accurate and up-to-date.
- Train your team - Finally, it's important to train your team on how to use Salesforce effectively.
Splide styles
Just a heads up, some of the links in this article may be affiliate links, meaning we may make a small commission on any sign-ups or purchases for the tools we recommend.
Related tools
View all
Tool comparisons
View all
