Category: Salesforce

Lead distribution describes the logic and automation that delivers Salesforce records to the right owner at the right time. Interchangeable with the terms “lead assignment” and “lead routing”, there are countless ways that logic is applied (described as “strategies”); to add to the complexity, organizations… Read More

Salesforce provides several different types of environments, but how do you know which is right for your specific use case? In this article, we’ll discuss the various use cases in the Salesforce release pipeline, while explaining which Salesforce environment is the best choice for each… Read More

It’s been a tough few years for the people of Earth! Having battled the pandemic, more bad news soon arrived in the form of inflation, stock market downturns, and layoffs. According to many, we are heading for (or already in) a recession. So what does… Read More

Protect data and metadata for all your Salesforce environments with automated backups and precision recovery tools that give you full control, every step of the way. Highlights Easy setup and unlimited backup storage. Proactively monitor data changes with Smart Alerts. Visual Precision Repair tool to… Read More

Pardot (Marketing Cloud Account Engagement) is a marketing automation platform that helps marketers optimize and measure their digital marketing campaigns. Pardot (MCAE) automates marketing operations and helps marketers track their campaigns in real-time, offering them a complete solution for demand generation. In this guide, you… Read More

There are many handy Salesforce features that don’t get the credit they deserve. Salesforce Calendars is one tool that gives you the ability to turn any Salesforce object into a calendar view. There are no plug-ins required, nor additional cost involved!* If you’re tired of… Read More

Gaining a certification (or two, or three, or ten!) should be on every Salesforce professional’s to-do list. Getting certified is a great way to demonstrate your expertise and is often a requirement for landing a job in the Salesforce ecosystem. Controversially, I also think it’s… Read More

Solution testing is an inevitable part of any development cycle to ensure the stable and consistent operation of every piece of code. In this guide, I’ll explain the Jest framework in greater detail and how (and why) to use it for testing Lightning Web Components… Read More

Tableau CRM is a powerful cloud-based analytics and business intelligence (BI) solution on the Salesforce platform. It integrates Salesforce data with external data and provides the ability to analyze large datasets while performing predictive analytics. Tableau CRM is now known as CRM Analytics (formerly Einstein… Read More