Salesforce and CRMs Archives

A Marketer’s Takeaways from Connections 2023

Trailblazers from around the world gathered at the highly anticipated Salesforce Connections 2023 event last week. The event was filled with fresh updates, new releases, and groundbreaking announcements. As a...

Salesforce Pipeline Inspection

This feature is a must for RevOps Leaders. It has been said many times, “Your Salesforce is only as good as its data.” That statement will always ring true, as...

Three Essential Phases for Transforming Workflows and Process Builders to Flows

With Spring ‘23 in full swing and Summer ‘23 around the corner, it’s time to go with the flow and get serious about transforming your workflow rules and process builders...

Building the RevOps Scaffolding to Support your Planned Growth

In a perfect world, a company’s revenue grows in an upward arc. As a Canadian, we like to think that it resembles a hockey stick curve. However, the systems and...

Getting Your Data Ready to Migrate to Salesforce

An Introduction to Data Normalization. Congratulations! Your organization is growing. Currently all of your Contact and Sales information has been living in one or more spreadsheets. This has worked up...

Introducing the Salesforce Integration User License

A Cost-Effective Solution for Integrating External Systems This is great news! The Integration User License was recently announced by Salesforce during the Salesforce Developer Conference, TrailblazerDX, and will be available for...