Who can see what in Salesforce? One of the most important Salesforce features is the deep visibility architecture available to allow administrators to control access to company information within the organization and...
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Sales Cloud
Salesforce Dialer: A Quick Overview
Calls are the foundation of sales in many businesses. But with all of the customers and leads your business communicates with on a daily basis, it can be difficult to keep track of everyone while following a proper...
How to Create Lead Queues in Salesforce for Lead Distribution
Queues help your teams manage leads, cases, service contracts, and custom objects. Records can be placed in a queue manually or through an automatic case or lead assignment rule, and the records will remain there until...
When should you convert a lead in Salesforce
When should you convert a lead? Were you aware you stumbled into one of Salesforce’s most controversial topics when you clicked on the link to this blog? The age-old question of ‘When should I convert a Lead into an...
Does your business need Sales Cloud, Service Cloud or both?
If you’ve landed here today, you’re likely aware of the two most prominent and popular Salesforce products - Sales Cloud and Service Cloud. But what is the difference between the two? Which one is the best fit for your...
Salesforce Summer ’20 Release – FLOW MY GOODNESS!
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...
Integrating Salesforce CPQ, Sales Cloud, Shopify & Authorize.net
How to Integrate Salesforce CPQ, Sales Cloud, Shopify, and Authorize.net Oftentimes, organizations will require a variety of applications to meet the needs of their unique and yet ever-changing business processes....
An overview of Sales Cloud and which edition is right for you
We’ve all heard of Salesforce and may commonly refer to Sales Cloud as Salesforce since it is the most popular product within the Salesforce Ecosystem. Salesforce is the world’s number 1 CRM (Customer Resource...
Your Salesforce Sales Cloud Implementation Partner
Salesforce Sales CloudWe're here for you every step of the wayWe'll help evaluate whether Salesforce is a good fit for you. We'll find the right clouds and supporting applications/integrations you need to accomplish...