Category: Salesforce

Salesforce licenses are assigned to specific users, granting them access to Salesforce products and features. Salesforce editions and licenses are separate concepts, but can be easily confused. Here’s the explanation of what they are: We’ll start by covering the high-level types of Salesforce licenses. This… Read More

These days, consumers have higher expectations than ever before. Of course, they expect great products and services, but they also expect winning experiences. Research from Salesforce showed that 88% of consumers feel the experience a brand provides is as important as its products or services. … Read More

It’s clear to everyone in the ecosystem that Flow is the automation tool of the future,and a migration from Workflow Rules and Process Builder is inevitable. But your stakeholders may still need some convincing about how soon this needs to be done. However, for every… Read More

Salesforce took a leap into artificial intelligence (AI) in 2016 when they announced Salesforce Einstein. Salesforce Einstein is not a single product; it’s a technology layer that’s woven into the Salesforce Lightning platform and various Salesforce cloud products – including Marketing Cloud Cloud. Since Salesforce… Read More

Here’s one of the greatest benefits of running your organization on Salesforce: it allows you to easily customize the application to fit your unique business needs, making it agile and dynamic enough to meet the constantly changing needs of your organization. It’s also one of… Read More

Trailhead is Salesforce’s learning platform designed to help individuals and organizations learn about Salesforce products and technologies in a “fun and free way” (Trailhead). The platform is for everyone – whether you’re a beginner or an experienced user you can still benefit from using Trailhead!… Read More

The Salesforce Summer ‘23 release notes have arrived (all 615 pages)! In terms of Account Engagement (Pardot), this release is all about making improvements to the functionality that we already have – from enhancing external action usage, to Account Engagement Optimizer, lists, and the infamous… Read More

It’s never too soon to start thinking about summer (I live in the UK where it’s only warm for three months of the year!) so I’m thrilled that it’s that time of year again. Another Salesforce release is approaching, which means a whole bunch of… Read More

The Salesforce Summer ‘23 release is just around the corner, and the release notes have arrived as an early gift. This release is packed with plenty of great new features. You can find everything you need to know about how to prepare and when your… Read More