March 18, 2024·After finalizing a quote, the goal is typically to create an accurate and professional quote document to customers. But without the right processes in place, quoting can be challenging, time-consuming,... Read More
Integrating Financial Services Cloud and Data Cloud
The Customer Data Problem The vast majority of Financial Services organizations today share a common problem: customer data is siloed across departments and systems. Imagine an investment firm that offers...
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Don’t Eliminate the Lead Object
Salesforce is a powerful CRM that helps businesses manage customer relationships and streamline their sales processes. One of the cornerstone elements of Salesforce is the Lead object, which allows companies...
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Getting the most value out of your Salesforce Unlimited Investment
Purchasing Salesforce Unlimited is a significant investment in your day-to-day business operations. This post will dive into how you can make the most of your new investment (or one you’ve...
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Document Generation in OmniStudio
Streamlining document generation is a pivotal aspect of ensuring efficient business operations. Salesforce OmniStudio provides a robust solution through its Document Generation feature, offering organizations the capability to effortlessly create...
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Single-Touch and Multi-Touch Attribution (and why you need both)
At CloudKettle, we have a lot of clients with significant resources who can facilitate the creation of the most complex, custom attribution models possible. And that is amazing. We’re fortunate...
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CloudKettle: Year 9 By the Numbers
Another year. Another batch of stats to share with you! Mostly good, a couple areas to work on… but in the spirit of ongoing transparency (one of the main pillars...
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The New 2024 Anti-Spam Regulations
What is the new Google/Yahoo anti-spam upgrade? Google and Yahoo are aiming to improve security and reduce the amount of spam received by their users by upgrading their defence system,...
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Using Entry Source Data in Journey Builder Custom Activities
Journey Builder Custom Activities for Salesforce Marketing Cloud enable you to extend the platform capabilities by creating highly configurable interfaces which call externally-hosted endpoints when a Contact arrives at a...
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Optimizing Profiles and Permission Sets in your Salesforce Org
As a business grows and its Salesforce org matures, the number of Profiles and Permission sets can start to increase. If there is no process in place, managing profiles and...
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Hubspot to Salesforce: A Step-by-Step Migration Guide
Your CRM can either be a roadblock impeding your go-to-market team, or an engine that accelerates their efforts. While good systems can help identify high-value opportunities and reduce time-to-close, a...
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Einstein Bots – A Helping Hand for your Salesforce Org
What are Einstein Bots? Einstein Bots are Chatbots that are easy to configure from Salesforce’s User Interface. Bots automate tasks and can save costs by solving simple problems for your...
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Migrating from HubSpot to Salesforce
When is the right time to move from HubSpot to Salesforce? Or perhaps more importantly – when does it become necessary? While HubSpot will meet the needs of some mid-sized...
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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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