Salesforce and CRMs Archives

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...

How Salesforce Powers the Revenue Stack and Renewals

Editor’s Note: For more on the Revenue Stack, be sure to check out our preceding post, The Revenue Stack & the rise of the Chief Revenue Officer. Salesforce is the...

How to Track Qualified Leads in Salesforce

In this post we explain how to leverage Campaigns to track qualified Leads in Salesforce. While many organizations measure Marketing’s performance by the number of leads generated “By Source” in...