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On the Record: Some Hype About Salesforce Record Types When taking the power and efficiency of the world’s leading CRM platform and customizing it to the specific needs and unique characteristics of your business, one of the most powerful features available to you is...
When you should and shouldn't use Salesforce Custom Objects. If Salesforce were a house on CRM Street, it would be the one with the manicured lawn, clean windows, and just enough décor to make it elegant without crossing the line into “extra.” If you were to buy this...
How to use Salesforce for Project Management tasks Allow Salesforce to help your organization or business ensure a successful project management experience and improve client success and satisfaction all in one place. By using the features available within your...
When it comes to marketing automation programs such as Pardot and Marketing Cloud we often associate Pardot with B2B and Marketing Cloud for B2C. In reality, when we are serving each audience we are still talking about people and creating personal experiences for...
Companies, from small to large, are still reeling from the effects of the COVID epidemic but we are seeing some industries starting to bounce back, which is great news! From a C-suite perspective, does it make more sense to hire on full-time staff or utilize...
As an Admin, we are constantly trying to solve problems and challenges. My favorite thing about every release is seeing which tools were added to our toolshed. Some of them we use daily, some rarely ever and it varies by your role. One person may use something daily...
Have you ever had a technician show up at your doorstep to perform a monthly maintenance routine, an installation, or a troubleshooting scenario? That pesky air conditioner, cable box, or internet service! Have you received that text message or email letting you know...
The Salesforce CPQ lightning component known as Quote Line Editor (QLE) is a powerhouse. Working hand in hand with CPQ to precisely quote products and compile them into Quote Lines. Driving the initial configuration of Opportunity Products and Order Products too....
How to Ensure a Successful Salesforce Implementation The reason why companies use Salesforce is to effectively streamline their processes and to profitability grow their customers. However, with Salesforce capabilities so vast it can be all too easy for businesses to...
How to Pass the Identity and Access Management Designer Exam At the beginning of April, when we were in the throes of Covid-19, I set the goal to become both a System and an Application Architect by October. I had been configuring and developing on the Salesforce...