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...
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Category: Salesforce and CRMs
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...
Security Guide: How to Protect and Monitor Salesforce
As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.
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