Resources Archive

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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Video

The Risk of Holding on to Data for Too Long in Salesforce

Greg Poirier, Founder & President of CloudKettle, discusses the risk of holding on to records for too long. And what forward-thinking organizations can do to minimize this risk. Transcript: […]

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