Salesforce and CRMs Archives

Navigating UX: Key Design Considerations for Salesforce

The importance of user experience (UX) in Salesforce cannot be overstated. With its vast array of features and functionalities, Salesforce serves as a powerful tool for businesses. However, a seamless...

What is Omnistudio?

What is OmniStudio? (And how can I use it?) OmniStudio is a low-code development platform that allows businesses to build custom applications quickly and easily. It helps to simplify the...

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...