Document Generation in OmniStudio

Streamlining document generation is a pivotal aspect of ensuring efficient business operations. Salesforce OmniStudio provides a robust solution through its Document Generation feature, offering organizations the capability to effortlessly create...

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CloudKettle: Year 9 By the Numbers

Another year. Another batch of stats to share with you! Mostly good, a couple areas to work on… but in the spirit of ongoing transparency (one of the main pillars...

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The New 2024 Anti-Spam Regulations

What is the new Google/Yahoo anti-spam upgrade? Google and Yahoo are aiming to improve security and reduce the amount of spam received by their users by upgrading their defence system,...

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Hubspot to Salesforce: A Step-by-Step Migration Guide

Your CRM can either be a roadblock impeding your go-to-market team, or an engine that accelerates their efforts. While good systems can help identify high-value opportunities and reduce time-to-close, a...

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Migrating from HubSpot to Salesforce

When is the right time to move from HubSpot to Salesforce? Or perhaps more importantly – when does it become necessary? While HubSpot will meet the needs of some mid-sized...

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10 Common Problems in Apex Code Bases

The process of onboarding to a new Salesforce org is always a challenging task. Legacy systems often have many undocumented processes created by Salesforce Admins and Developers, which can make...

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Data Harmonization in Salesforce Data Cloud

This post in the Data Cloud Primer series explains the data harmonization process in Salesforce Data Cloud. Data Cloud accepts data from a variety of sources. Harmonization refers to the...

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Security Guide: How to Protect and Monitor Salesforce

As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.

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