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Lucy Murphy

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How to identify the key business process to bring into Salesforce?

Hey David, that's a great question! Besides technical feasibility (like the API integration mentioned), think about processes that heavily rely on collaboration and visibility across teams. Things like lead management or customer onboarding, where different departments need to access the same info in real-time. Those…

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Answered Mar 21, 2026 · 1.8K Views Read answer →

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