Category: Salesforce

Salesforce Genie, declared the greatest Salesforce innovation in the company’s history, ingests and stores real-time data streams at massive scale, and combines it with Salesforce data. This paves the way for highly personalized customer experiences, delivered in real-time. “Isn’t this what Salesforce CDP does?” I… Read More

When a prospect complains about the marketing communication we send through Account Engagement (Pardot), our first reaction is to panic. Like Kübler-Ross’ “5 Stages of Grief”, you could experience a variety of emotions when troubleshooting on behalf of disgruntled prospects – denial, frustration, bargaining –… Read More

With so many amazing resources out there, you would be forgiven for not knowing about Salesforce Admin Configuration Kits. In particular, the Security and Visibility Configuration Kit, which has been around since earlier this year, is a great tool to help you get started with… Read More

Roll-ups, as we all know, are an extremely powerful tool inside Salesforce. However, Salesforce’s out-of-the-box functionality only supports roll-ups in a master-detail relationship. Master-details, while helpful in certain scenarios, can also bring limitations in most desired relationships between two objects. We’re going to discuss the… Read More

Knowing which instance your Salesforce organization(s) is “on” can prove tremendously useful when monitoring issues that affect multiple customers. It’s especially important when you have to find out where data centers that store your data and metadata are located – perhaps even more importantly, when… Read More

Attending a job interview can be immensely stressful, but there are many things you can do in advance, during, and after to ace your interview and maximize your chances of a job offer. While some of these may seem a bit obvious, you’d be surprised… Read More

All three releases for the 2022 calendar year have been revealed. Knowing about the most innovative Salesforce features will enable you to boost user productivity and build in line with Salesforce best practices. Here’s how we’ve categorized 22 new Salesforce features:  ones that every user… Read More

The latest Mason Frank Careers and Hiring Guide is now out. As always, it’s crammed with all the insights you need to excel in your career as a Salesforce professional, as well as all the latest hiring trends data hiring managers need to attract and… Read More

With the wave of a wand, Dreamforce has come and gone, but Salesforce ISV Introhive is keeping the magic alive with a virtual conversation around key highlights and learnings (plus, all attendees will receive free goodies!). This session will include speakers from #samsales Consulting, Introhive,… Read More

We may just be getting settled into the crisp comfort of autumn’s (fall’s) embrace, but the time has come yet again to prepare for winter and the seasonal Salesforce updates it brings. The Winter ‘23 release is loaded with features sure to ease the nonprofit… Read More