Salesforce and CRMs Archives

Transforming Financial Advisory with Salesforce FSC

The Financial Services Cloud features you need for Maximum Organizational Impact Introduction As a Salesforce Business Analyst, one of the most impactful projects I’ve contributed to was the implementation of...

OmniStudio vs. Flows: Which One Is Right for Your Business?

Navigating Salesforce automation tools can feel like choosing a vehicle. You have Lightning Flow, the dependable, versatile SUV built right into the platform. It handles most everyday tasks — internal...

Simplify Content Management with SFCC Page Designer

Ever wondered how to streamline eCommerce content management without relying on developers? In this blog we will dive into how Salesforce Page Designer makes that possible. Salesforce B2C Commerce Cloud...

Beyond Functionality: How UI Creates a Seamless Shopping Journey in Salesforce

While visual appeal is important, a truly effective user interface (UI) goes much deeper. It’s about creating a seamless and enjoyable shopping experience that drives conversions and boosts customer satisfaction....

Retail Revolution: How Location-Based Marketing Drives Customer Loyalty

Elevate your retail business with powerful location-based marketing through Salesforce Marketing Cloud. Picture this: you’re a business owner/manager, and you’ve just gained an edge on your competition by sending a...

Products vs. People: A Beginner’s Guide to Measuring Customer Success

I spent several years at Salesforce in Customer Success, focused on driving value via their Products, so it was a major perspective shift to move to the Services side of...