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Salesforce - CX Demo - Page 127
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Category: Salesforce

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Guide to Cleaning up Salesforce Record Types

It’s all very well building out your Salesforce org to accommodate your processes further, even the complexity unique to your organization, but, there will come a time where you will need to take a step back and audit your setup. Record Types are one Salesforce… Read More

The post Guide to Cleaning up Salesforce Record Types appeared first on Salesforce Ben.

Start Your Own Salesforce Consultancy [Podcast]

A few weeks ago I was pleasantly surprised to be approached Xi Xiao of the Salesforce Way site and podcast to join an interview with him. We decided to chat about a topic that hasn’t been covered a huge amount but is always going to… Read More

The post Start Your Own Salesforce Consultancy [Podcast] appeared first on Salesforce Ben.

10 Tips for Choosing the Right Salesforce Consulting Partner

Implementing Salesforce solutions demands active engagement and technical expertise, which is why organisations look to an implementation partner. According to one report by CIO, 18-69% of CRM Implementation Projects fail due to data-quality issues, unaccountable project management, and unrealistic expectations. There are obvious considerations when… Read More

The post 10 Tips for Choosing the Right Salesforce Consulting Partner appeared first on Salesforce Ben.

10 Free Ways to Monitor Your Salesforce Org

Companies can spend millions on Salesforce and related services, such as sales and service enablement, optimizing processes, materials and technologies, and recruiting top talent – to only name a few! Companies are open to investing in Salesforce beyond the licenses because it positively impacts the… Read More

The post 10 Free Ways to Monitor Your Salesforce Org appeared first on Salesforce Ben.

Breaking News: Salesforce Conference TrailheaDX Goes Virtual for 2020!

TrailheaDX is Salesforce’s conference aimed at anyone that wants to learn more about building on the platform. While TrailheaDX is not as well known or as large as Salesforce’s flagship event, Dreamforce, it’s a favorite of the Salesforce community. While the Salesforce World Tours &… Read More

The post Breaking News: Salesforce Conference TrailheaDX Goes Virtual for 2020! appeared first on Salesforce Ben.

Best Practices for the Opportunity Object

Salesforce includes a number of standard objects with certain features that are predefined for you to build scalable processes as easily as possible on your org. In this series of articles, I am listing best practices for the main Salesforce standard objects that will help… Read More

The post Best Practices for the Opportunity Object appeared first on Salesforce Ben.

Most Desired Work Benefits in the Salesforce Ecosystem – and the Growing Work-Life Balance Gap

Despite women in the Salesforce ecosystem turning to employment benefits like flexible working to improve work-life balance, their entitlement is actually lower than that of men. Could this be contributing to career burnout? Each year Mason Frank conducts an independent Salesforce market survey, where we… Read More

The post Most Desired Work Benefits in the Salesforce Ecosystem – and the Growing Work-Life Balance Gap appeared first on Salesforce Ben.

8 Common Project Risks – and How to Minimize Them [Infographic]

Project risks occur when your deliverables are hit with unexpected events, most the time putting your project deadline at risk. As a Salesforce Admin or Developer, project complications aren’t anything new, but how you handle these roadblocks could determine if your project succeeds or fails.… Read More

The post 8 Common Project Risks – and How to Minimize Them [Infographic] appeared first on Salesforce Ben.

Investing in Digital Transformation in the Age of Corona

One of our advisors once told me: it’s good times for pessimists. That was 2 months ago.  By now, even the most optimistic sales and marketing pros amongst us can no longer ignore that Corona has not only changed the way we live (at least… Read More

The post Investing in Digital Transformation in the Age of Corona appeared first on Salesforce Ben.

What Is Salesforce Einstein Opportunity Scoring? Overview & Deep Dive Tutorial

Salesforce Einstein Opportunity Scoring gives each opportunity a number between 1-99 that indicates the chance that opportunity will end up Closed Won. Let Einstein guide your sales teams and enable them to prioritize a sure win, or escalate at-risk pipeline, depending on the Einstein Opportunity… Read More

The post What Is Salesforce Einstein Opportunity Scoring? Overview & Deep Dive Tutorial appeared first on Salesforce Ben.