Salesforce and CRMs

Navigating UX: Key Design Considerations for Salesforce

July 7, 2023·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... Read More

by Rosey Jagnjic

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...

5 Intangibles You Should Look For in a Workplace

When it comes to choosing a workplace, there are a lot of factors to consider. Salary, benefits, and location are all important, but intangible aspects shape the work environment and...

CRM Analytics Development Lifecycle: Production vs. Sandbox

When CRM Analytics is selected as a Business Intelligence application for data visualization, a common question always arises: Should we develop in Production or in a Sandbox? In this post,...

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...

Sales Leadership: Setting up for Success

As a sales leader, there are a number of strategies you can implement to ensure your team is set up for success, but arguably the most critical is this simple...

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...

Webinar: Mastering Data Architecture for Marketing Cloud

Eliot Harper, member of the Salesforce MVP Hall of Fame, guides you through the core principles of Data Architecture for Salesforce Marketing Cloud, and is joined by 3 fellow MVPs...

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...

Why Proper Naming Conventions Are Critical for Scaling Your Marketing Campaigns

It’s no secret that Marketing Cloud and Salesforce are incredibly powerful tools for businesses of all sizes. However, to truly benefit from these platforms, it is important to establish a...