Category: Salesforce

All about Salesforce that you ever wanted to know

  • Guide to Salesforce Opportunity Teams

    Salespeople often view themselves as ‘lone wolves’ with the skills, experience, and motivation to close deals independently. Still, most times it’s not the effort of one single person to conclude a deal, especially a larger one. This is where team selling comes into play –… Read More

  • How to Overcome Implementation Challenges for Salesforce Financial Services

    Financial services organizations are constantly looking for new ways to streamline their processes, deliver better customer experiences, and boost their bottom line. Salesforce is a popular CRM solution in this industry, offering a wide range of tools and features to help financial organizations get the… Read More

  • Salesforce Performance-Based Credentials: Superbages, Super Sets, and Journeys

    Trailhead is one of the best tools to help people in the Salesforce ecosystem upskill. However, though Badges and Trails help you to check your baseline knowledge about a feature or topic, the real-life experience will always trump theoretical learning. Because of this, Salesforce have… Read More

  • Top 5 Announcements at TrailblazerDX ‘23

    TrailblazerDX is a flagship event in the Salesforce calendar that brings together the ‘builders’ (admins, developers, architects, and more), inspiring them to innovate within their own businesses using the Salesforce platform. TrailblazerDX focuses on the more technical aspects of Salesforce – typically deep diving into features,… Read More

  • Pardot Forms: 12 Things You Should Know

    Pardot forms are mostly simple to set up and maintain from within the point-and-click Pardot form builder. Select which fields you want prospects to complete, decide which actions you want Pardot (Marketing Cloud Account Engagement) to take when the form is submitted (known as completion… Read More

  • Gearset Live: The State of Salesforce DevOps 2023

    The State of Salesforce DevOps 2023 report is almost here! Join us at the virtual Gearset DevOps Summit: The State of Salesforce DevOps 2023 to hear DevOps experts talk through the results and what they could mean for you and your team.  Be sure to… Read More

  • [WEBINAR] Audience Builder is Being Retired: What Next?

    Salesforce Marketing Cloud’s Audience Builder platform is on its way out, but how do you position your team so you aren’t left scrambling at the last minute? Join experts from DESelect and Salesforce Ben on Wednesday, 22 March at 11am CST/4pm GMT/5pm CET as they… Read More

  • Breaking News: Salesforce Einstein GPT Officially Announced

    Salesforce is launching Einstein GPT to deliver auto-generated AI content, right within the Salesforce platform, with use cases including Slack, sales, service, marketing, commerce, and app builders. This is the world’s most powerful, intelligent, generative CRM – making every employee more productive and every customer… Read More

  • Laying a Marketing Ops Foundation (from Zero to Success)

    In order to launch a new Salesforce consultancy from scratch, you must have a marketing and branding strategy in place. The brand and message are the cornerstones of every Salesforce consultancy. A strong message can create a strong brand, and with a strong brand comes… Read More

  • New Trailhead Coach: Learning Paths, Certification Vouchers, Job Interview Access

    The Trailhead platform, Salesforce’s fun and free way to learn in-demand skills, is being extended with Trailhead Coach. This is a guided path – from skills-based learning to automatic interview opportunities – for anyone pursuing a career in the Salesforce ecosystem. Since launching in 2014,… Read More