Category: Salesforce

Administrators faced with an integration or data migration challenge often jump straight into tool selection without understanding the problem they are trying to solve.  There are many Extract, Transform and Load (ETL) tools on the market. While each of these tools claims to extract data… Read More

The post Salesforce ETL Tool Market Overview: How Should You Choose? appeared first on Salesforce Ben.

I’ll admit it – before the Salesforce Winter ’20 Release – Account Teams was not my favorite feature.  It had too many limitations, such as the inability to add custom fields for account team members, or to use automation such as Workflows, Process Builder, Validations,… Read More

The post Best Practices for Using Salesforce Account Teams appeared first on Salesforce Ben.

FormAssembly is an easy-to-use, powerful web form platform. Build web-to-anything forms for data capture into Salesforce with this tool in your tech stack. This review will dig into the meaning of true ‘web-to-anything’ and how FormAssembly gives you the flexibility to achieve any data collection… Read More

The post FormAssembly In-Depth Review [The AppAssessor #17] appeared first on Salesforce Ben.

What is the difference between a good Salesforce implementation and one that falls short? What would you suggest is the best measure for CRM success? Or, would you agree that it’s tough to ‘put your finger’ on contributing factors? While there are specific measures for… Read More

The post Challenges Faced in Every Salesforce Implementation – What are the Real Causes? appeared first on Salesforce Ben.

Salesforce have announced new Sales Cloud and supporting features to make virtual sales experiences more engaging and productive. In a nutshell, Salesforce are releasing 4 virtual-first sales solutions that will deliver a new video meeting management system, video conversation analysis capabilities, COVID-contextual territory mapping, and… Read More

The post Virtual-first Sales Cloud: Salesforce Releases 4 Enhanced Products for Virtual Selling appeared first on Salesforce Ben.

In a world where meeting up in person at events seems like light-years away, online events, meetups, and webinars have fulfilled our need for connection and learning. This is even more important in the Salesforce ecosystem, as so much of our professional social lives revolve… Read More

The post Hosting a Salesforce Event? Submit it on SalesforceBen.com Today! appeared first on Salesforce Ben.

Working with Products, Price Books, Price Book Entries in Salesforce can be tricky, especially when you need to do a mass update of price information. How do you update pricing correctly, without messing up the data import? The following use case is based on a… Read More

The post Importing Price Lists Into Salesforce – Data Loader Tutorial appeared first on Salesforce Ben.

A Dataflow is a file that contains instructions to create Datasets, which you can use for Einstein Analytics data visualisations. The real power of Dataflows come when applying transformations to them. Transformation can be defined as the process of converting data from one format or… Read More

The post Einstein Analytics Dataflow Transformations Overview – and What They Do appeared first on Salesforce Ben.

It’s no secret that Salesforce Solution Architects hold a key role to deliver a quality, successful Salesforce implementation. But what does it actually take to become a ‘Solution Architect’ on the Salesforce platform? And what does it involve once you are? I’m Luke, and I… Read More

The post What is a Salesforce Solution Architect – Is It the Right Role for Me? appeared first on Salesforce Ben.