Integrating Financial Services Cloud and Data Cloud

The Customer Data Problem The vast majority of Financial Services organizations today share a common problem: customer data is siloed across departments and systems. Imagine an investment firm that offers...

Read More

Don’t Eliminate the Lead Object

Salesforce is a powerful CRM that helps businesses manage customer relationships and streamline their sales processes. One of the cornerstone elements of Salesforce is the Lead object, which allows companies...

Read More

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...

Read More

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...

Read More

CK-SecurityGuide-600x600

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.

Download Now

Sign up for the latest tips & news from CloudKettle

Thank you for subscribing.

Some of the amazing people we work with

xMatters
TigerConnect