Category: Salesforce

Choosing which System Integrator (SIs) to trust with your Salesforce org is a major undertaking. Also known as Salesforce consultancies, these organizations make up the services arm of Salesforce’s partner network, implementing and optimizing Salesforce for its customers. The Salesforce consultancy landscape is both unique… Read More

Salesforce is a powerful and flexible platform with expansive customization capabilities. However, customization and development can introduce risky security vulnerabilities into an org. It is the responsibility of the user to mitigate the potential risk caused by their dev work. As a result, more Salesforce… Read More

Salesforce Functions (called “Evergreen” when first announced) allow developers to extend the functionality of the Salesforce platform like never before. Functions utilize the code running in your preferred programming language (that’s right, you can use something other than Apex!) in a separate, dedicated, and secure… Read More

Poor data costs businesses around $700 billion a year, or up to 30% of the average company’s revenue (Salesforce). Conversely, effective data quality leads to better customer experience, more accurate analytics, and an increased return on technology investments, as well as less frustrated and more… Read More

As a Revenue Operations (RevOps) leader, your job is to find an organizational approach to improve the sales process. With so many moving parts to keep track of, software is often the quickest and most efficient way to connect what’s broken. A RevOps leader doesn’t… Read More

Salesforce DevOps has exploded into prominence over the last few years because it helps companies deliver better enterprise applications faster. DevOps education is wide ranging and overlaps with traditional Salesforce training. This is because DevOps tends to dip into advanced system administration and developer activities,… Read More

Not all unstructured data is created equal. Service agents, service managers, product managers, and executives benefit from the value hidden in your unstructured, unused, and unimaginably large data set. Salesforce Ben is teaming up with HaloSight to host a free webinar focusing on conversational data.… Read More

Salesforce consulting partners are companies that integrate, optimize, manage, develop, or customize the Salesforce platform for their clients who have purchased Salesforce. Consultancies range in size from small, three-person shops to significant divisions of the largest consulting firms in the world, such as Accenture, Deloitte,… Read More

Tableau Cloud offers the best of Tableau, fully hosted in the cloud – “the fastest and easiest way for customers to get the full value of Tableau at enterprise scale”. It’s a reintroduction of Tableau Online that includes several new innovations for delivering intelligent and… Read More

As your Salesforce journey continues, mastering dashboards and reports will become a natural step following your understanding of the Salesforce data model. Once you’re able to create Report Types and Reports that display either standard or custom object record data based on filters, you’ll be… Read More