Resources Archive

Guide

Salesforce Data Cloud Acronym Guide

Salesforce Data Cloud is rapidly emerging as the foundation for unifying customer data across Salesforce’s product suite and unifying diverse data sets from various platforms into a single customer view. […]

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Video

Salesforce Data Cloud vs Data Warehouse – what’s the difference?

In this video, Greg Poirier, Founder & President of CloudKettle, answers the question: What’s the difference between Salesforce Data Cloud and a Data Warehouse? Transcript: Hi, I’m Greg […]

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Guide

The New Salesforce MFA Requirements

Overview of Salesforce MFA In February of 2022, Salesforce started mandating that all customers enable multi-factor authentication (MFA) for their users regardless of how they access their accounts. Beginning April […]

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Checklist

HubSpot to Salesforce Migration Checklist

You’ve watched the video, and you’ve read the resources. Now, you can get a list of the questions you want to ask your organization (and yourself) before you get started […]

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Mistakes in Moving from HubSpot to Salesforce

Video

4 Mistakes When Migrating from HubSpot to Salesforce

In this video, Salesforce Consultant Scott Moreira highlights the 4 mistakes he sees RevOps teams making when migrating CRMs from HubSpot to Salesforce. The major areas where Scott sees teams […]

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Video

When is it time to Migrate from HubSpot to Salesforce?

In this video, VP of Client Revenue Operations – Gail Blight – reviews the signs that an organization may be ready to switch from HubSpot to Salesforce. Read more […]

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