Salesforce and CRMs Archives

King of the Org: Ryan

Congratulations to Ryan for being crowned king of the Org! How does one become queen or king of the Org at CloudKettle you ask? We introduce a challenge related to...

BANT: A Dead Easy Method for Qualifying Leads

BANT, purportedly created by IBM, is widely used, generally accepted, and easy-to-understand method for qualifying leads. What does BANT stand for? The acronym BANT stands for Budget, Authority, Need, and Timeline....

Salesforce Security: Admin Checklist

The following post was written by Prag Ravichandran Kamalaveni, Salesforce Practice Lead at CloudKettle. Prag is an experienced consultant and an avid supporter of the Salesforce community. In addition to being...

Protect your Instance: Three Things to Monitor in Salesforce

Salesforce is often thought of as an organization’s “single source of truth”. Full of information from various business units, your CRM provides a 360-degree view of everything that is happening...

How to Create a Dedicated Integration User in Salesforce

If you’re not sure what a Dedicated Integration User is or you’re not convinced there’s value in having an Integration User, check out our previous blog post: Why You Need...

Why You Need A Dedicated Salesforce Integration User

Salesforce is the most powerful CRM in the world, in large part because of how diverse the ecosystem of tools that can be integrated with it is. Organizations have long...