Salesforce and CRMs

A Guide to Your Dream Salesforce Career

September 6, 2022·So you made a Trailblazer account, congratulations! Now it’s time for us to find out which career path interests you most. We recognize that the amount of options may seem overwhelming,... Read More

by Quinn Kirkpatrick

BANT: A Dead Easy Method for Qualifying Leads

BANT, purportedly created by IBM, is widely used, generally accepted, and easy-to-understand method for qualifying leads. What does BANT stand for? The acronym BANT stands for Budget, Authority, Need, and Timeline....

Salesforce Security Pillar 3: Records & Data

Now we’ve made it to the final instalment of our Pillars to Salesforce Security. If you are not caught up, we highly recommend you read through Part 1: User Access...

What is Salesforce CMS?

Salesforce CMS or Content Management System provides the means to create, manage and deliver content from a central location. What makes it powerful is its capacity to deliver that content...

Approaches for Salesforce Org Mergers

Imagine this scenario: Two separate companies have heavily customized Salesforce orgs that work perfectly for their own respective business needs. Then, one company acquires the other company. Overview The Two...

Impact of Scheduling Policies on Territories in Salesforce Field Service

Within Salesforce Field Service, the proper configuration of territories is an essential component of the success of any organization’s service delivery. Defining a territory in itself doesn’t make an agent...

Why Students Should Learn Salesforce

Salesforce? Trailhead? CRM? If you’re a student and you have no idea what any of those terms mean, then you’re in the right place! Salesforce is currently the world’s #1...

Salesforce Security Pillar 2: System Access

It’s time for Part 2 of our Pillars of Salesforce Security series. If you’re not caught up, take a quick look back at our Intro Blog and Part 1: User...

How to Build a Multilingual Dynamic Email Template in 6 Simple Steps

If your business has an international workforce or is based in a multilingual country like Canada, sending multilingual emails is likely a core part of your internal and external communication...

Salesforce Security Pillar 1: User Access

If you’ve been following along with our blog, you may have already seen our original post, The 3 Pillars of Salesforce Security. In this post, we’re going to do a...

Salesforce Summer 22 Release Features – Our Top Picks

Our Salesforce team has poured over the Salesforce Summer ’22 Release notes and picked the top 5 features that they believe will have the biggest positive impact on the lives...

Key Considerations when Configuring Service Territories in Salesforce Field Service

Within Salesforce Field Service, the configuration of service territories is a very important step. Making sure that these are set up properly, and aligned with an organization’s business goals, allows...

The Three Pillars of Salesforce Security

We live in a world where data breaches are not a question of if, but a question of when. Data breaches are on the rise for the third consecutive year,...