Category: Salesforce

Life as a Salesforce Consultant can be both exciting and challenging. In a client-facing role, you’ll need to stay up to date with Salesforce releases to provide your clients with industry-best practices and help to configure orgs based on business processes. To help describe the… Read More

Record-Triggered Flow was the solution that Salesforce created to allow Flow functionality to be automatically fired when a record event occurred (create, edit, and delete). The single best practice when creating Record-Triggered Flows followed the Apex and Process Builder best practices that came before it:… Read More

Salesforce Email-to-Case is an out-of-the-box feature that works by allowing your customers to send an email to your organization (using an alias), which is turned into a ticket (case record) that is managed using Service Cloud. From there, your organization can send auto-replies, distribute cases… Read More

At a time when tech companies are being rocked by layoffs and budgets are being restricted, there is no doubt that anyone in a customer-facing B2B role has a challenging time ahead. Inflation is at a record high, and it feels like the easy money… Read More

Although for a lot of us, we are still in the middle of summer, the Salesforce Winter ’23 release is right around the corner! There are many agenda items you need to prepare for with each release, but at this stage, there are only a… Read More

Like zombies in a late-night horror show, shuffling hordes of inactive users can wreak havoc on your Salesforce implementation. On the one hand, they have been deactivated and can no longer log in like active users. On the other hand, their ‘dead’ information lingers on… Read More

What does every marketer want? Specific and actionable data to best connect with their target audience. Want to utilize Marketing Cloud Intelligence powered by Datorama to find this data most efficiently? You’ve come to the right place. Utilizing Datorama allows marketers to compile multiple sources… Read More

The Pipeline Cloud is a set of technologies and processes that B2B companies need to generate pipeline in the modern era. It’s a new product offering from Qualified, the #1 pipeline generation platform for Salesforce users. You would have seen Qualified before if you’re a… Read More

Hiring a Salesforce professional can be a long process for both the hiring manager and the candidate. Specialists will hold a critical role in the organization, holding the keys to your Salesforce org, and unlocking its incredible potential for the business. While it’s often a… Read More

DevOps technologies are rescuing professionals from inefficient deployments and poor release experience. There once existed a ‘black box’ of release management, where things would go wrong during deployments that were challenging to identify and fix, let alone be prevented from happening in the first place.… Read More