CRM Archives

How to Use Quip for Project Documentation in Salesforce: Best Practices

This post is for teams that use Salesforce and Quip, but want to learn how to leverage Quip’s robust features for project documentation. In this blog, we cover some best...

6 Salesforce Security Best Practices

This post is for Salesforce Admins who want to learn more about advanced security best practices. If you haven’t already, we recommend you read Salesforce Security: Admin Checklist before you...

CloudKettle: Year 4 by the Numbers

Each year we look back at how CloudKettle performed and publish a post highlighting some of our most interesting facts and figures. We’re an analytical group of people and this...

Salesforce Security: Admin Checklist

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...

Cross-Channel Data Cleanliness Best Practices

The ability to use cross-channel data in analytics can be extremely valuable if done correctly. In this post we give an overview of foundational cross-channel data cleanliness best practices in...

What’s Content Creation And How To Do It Right

The following post was written by Ross Simmonds, founder of Foundation, a consultancy that helps brands ranging from Fortune 500 companies to some of the fastest growing startups in tech...