Salesforce and CRMs Archives

Technical Considerations before Migrating to Salesforce Financial Services Cloud

Before getting started with Salesforce Financial Services Cloud, it’s important to consider the organizational elements that could mean success (or disaster) for your company. Once you’ve established that your company...

Considerations Before Implementing Salesforce Financial Services Cloud

Announced in 2015, Financial Services Cloud (FSC) is a long-standing offering from Salesforce. Its platform goal is to empower Financial Institutions to build deeper 1-on-1 client relationships, be more productive,...

How to Prevent Flows from Running in a Sandbox

Flows are very useful tools within Salesforce. However, there may be instances when you have a Flow that you do NOT want to run in a Sandbox. For example, maybe...

Beyond Procurement: Selecting the Ideal Partner for Government Salesforce Projects

The public sector, especially the government, continually strives to provide high-quality and secure services in an ever-changing environment. So whether at the federal, provincial, or municipal level, there are numerous...

The 2024 Security Survey Results are Here

The Results are in! And we’re ready to share them with you. Security is one of our top priorities at CloudKettle. For ourselves, and for all of our clients. With...

Crawl, Walk, Run – The Phased Approach

So… you’re considering migrating from your current CRM to Salesforce. Or maybe you’re tired of using multiple systems and resources to operate your business and want to centralize in Salesforce....