Revenue Operations, Salesforce and CRMs

Salesforce Pipeline Inspection

May 8, 2023·This feature is a must for RevOps Leaders. It has been said many times, “Your Salesforce is only as good as its data.” That statement will always ring true, as... Read More

by Dan Stratton

Sales Leadership: Setting up for Success

As a sales leader, there are a number of strategies you can implement to ensure your team is set up for success, but arguably the most critical is this simple...

Three Essential Phases for Transforming Workflows and Process Builders to Flows

With Spring ‘23 in full swing and Summer ‘23 around the corner, it’s time to go with the flow and get serious about transforming your workflow rules and process builders...

Webinar: Mastering Data Architecture for Marketing Cloud

Eliot Harper, member of the Salesforce MVP Hall of Fame, guides you through the core principles of Data Architecture for Salesforce Marketing Cloud, and is joined by 3 fellow MVPs...

Building the RevOps Scaffolding to Support your Planned Growth

In a perfect world, a company’s revenue grows in an upward arc. As a Canadian, we like to think that it resembles a hockey stick curve. However, the systems and...

Getting Your Data Ready to Migrate to Salesforce

An Introduction to Data Normalization. Congratulations! Your organization is growing. Currently all of your Contact and Sales information has been living in one or more spreadsheets. This has worked up...

Introducing the Salesforce Integration User License

A Cost-Effective Solution for Integrating External Systems This is great news! The Integration User License was recently announced by Salesforce during the Salesforce Developer Conference, TrailblazerDX, and will be available for...

Why Proper Naming Conventions Are Critical for Scaling Your Marketing Campaigns

It’s no secret that Marketing Cloud and Salesforce are incredibly powerful tools for businesses of all sizes. However, to truly benefit from these platforms, it is important to establish a...

Reporting on Unique Values in Salesforce

Marketing attribution remains a hot topic within B2B marketing circles as everyone tries to be smarter with their budgets. While we could have endless conversations on how granular you need...

RevOps Leaders Panel

CloudKettle founder and CEO, Greg Poirier, was recently joined by Sales and Marketing/RevOps experts Ursula Ayrout and Betsy Sewell to chat about their experiences in RevOps and share some thoughts...

Thinking about starting fresh with a new Salesforce org? Don’t.

At CloudKettle, Salesforce org mergers and Salesforce org migrations are a regular part of our business. There is one question that is frequently raised by clients: “Should we create a...

Salesforce Saturday Spring ’23 Admin Cohort – Now Open!

Applications for the Spring ‘23 Salesforce Saturdays Virtual cohort are live! The Salesforce Saturdays Cohort is a volunteer-run, free training program designed for beginners with no experience with Salesforce or...

How to Use Lightning Web Component (LWC) Slots

Lightning Web Component Slots are a valuable tool for any Salesforce Developer to add to their arsenal. In this blog, we’ll review what they are, what they do, and how...