What's the #1 Mistake of a Salesforce Implementation? According to Lila Logue, Regional Sales Manager at Roycon, it is hands down Data Governance. In a conversation with Lila, we’ll uncover some of the greatest...
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When To Use Pardot, Marketing Cloud, Or Both
Marketing software is a $121 billion dollar industry. The industry is growing and shows no signs of slowing down. Known as the Martech 5000, a supergraphic that identifies all of the Martech solutions currently...
Complete Guide to Unraveling an Existing Salesforce Org
Where to Start Understanding the Business & Identifying ProcessesBack End Review Reviewing Technical Debt, Integrations, & Data Prioritize and Strategize So You Can Properly Complete Your AssessmentLet's Create...
Inherited Salesforce Org | Creating an Actionable Plan
Part IV: Creating an Actionable Plan & How to Manage your Ongoing Requests Whoa! You have done a lot with your inherited Salesforce org … but how do we get to the point that we are ready to action the change that...
Inherited Salesforce Org | Prioritize & Strategize
Part III: Prioritize & Strategize In the first two series, I covered how to get started and identify processes, as well as reviewing the back end of your existing org. You still have some more information to...
Inherited Salesforce Org | Back-end Review
Part II: Back End Review: Reviewing Technical Debt | Integrations | Data Now that you have high-level information on your new company, it is time to dig under the hood of your Salesforce org. What is under the hood you...
Inherited Salesforce Org | Where to Start
Part I: Where to Start | Understanding the Business | Identifying Processes Starting a new position as a Salesforce Administrator or Consultant can be overwhelming, especially if you are relatively new to the...
Salesforce Communities: How to Share Data Between Accounts Using Account Relationships
Salesforce Communities: How to Share Data Between Accounts Using Account Relationships Hey there! Are you a Salesforce Community administrator looking for a solution to share data between community user accounts? You...
10 Salesforce AppExchange Apps You Should Know About
The Salesforce AppExchange While Salesforce is a highly powerful tool used to support any organization’s day-to-day functions, there are many Apps available in what is called the Salesforce AppExchange to help enhance...