Category: Salesforce

With each year that passes, the marketing technology world throws more buzzwords for us to absorb. Oftentimes, these terms can be understood theoretically, but hard to implement into our own organizations, practically.  Here are five terms that I see are going to be repeated in… Read More

Quantitative business analysis involves analyzing numerical data, or data that you transform into numbers. A prime example is to determine an organization’s financial performance and stability, whereby decision-makers forecast future outcomes and plan strategies according to the financial circumstances. Understanding quantitative data analysis methods are… Read More

Salesforce Industries CPQ (formerly known as Vlocity Industries CPQ) is a business solution designed to address the common configure price quote (CPQ) challenges faced by businesses in the Telco and Utilities industries, supporting order capture, customer quoting at scale, and more.  In this guide, I… Read More

Today, Salesforce have announced Salesblazer, a dedicated community for sales professionals to network, learn, and ultimately close more deals. In recent research, nearly 70% of sales professionals say sales is harder than ever, with tightening budgets, inflation, and supply chain problems amongst some of the… Read More

DevOps Center is a powerful tool for managing and optimizing the Salesforce change management process using modern best practices. By implementing DevOps methodologies in Salesforce, you can streamline your workflow and improve collaboration between admins and developers. For most declarative Salesforce users, DevOps Center requires… Read More

Salesforce Interaction Studio (now known as Marketing Cloud Personalization), is Salesforce’s real-time personalization and interaction management solution that’s part of Salesforce Marketing Cloud. You can use both online and offline customer data to power personalized experiences on web, email, and more.  This step-by-step guide will… Read More

“To CTA or not to CTA” – this is the riddle Salesforce professionals all over the world have been trying to answer for years. Is it worth the cost, time investment, and stress – or is it just hype?  Launched in 2011, the CTA certification… Read More

One of the biggest mistakes admins see – in nearly every org – is that there are too many users with a System Administrator profile. Unfortunately, this is a common practice and quite pervasive in some industries (I’m looking directly at you, tech startups!). Having… Read More

Data imports in Salesforce are one of those things that Salesforce Admins perform frequently – sometimes daily in certain situations. The process itself refers to manipulating data points (such as inserting or updating records and field values on Standard or Custom Salesforce objects) using a… Read More