Category: Salesforce

Salesforce Accredited Professional credentials are designed to prove your extensive knowledge in a specific area of the Salesforce platform. While Salesforce certifications give you solid credibility as a Salesforce Consultant, these additional credentials aim to deepen your expertise, beyond the certification curriculum. As you read… Read More

In a world of increasing opportunities to capture data, it is essential to understand why analytics projects fail, especially when organizations have invested so heavily in resources. Years ago, I attended a strategic meeting with leaders from various Salesforce customers, who spoke about their experiences… Read More

Winter ‘22 is bringing a lot of new features, one of the most exciting being Dynamic Interactions becoming GA. Alongside Dynamic Forms and Dynamic Actions, they give all Salesforce #AwesomeAdmins even more power. In this post, we’ll cover what Dynamic Interactions are, how to get… Read More

Narrative Science is to become the latest addition to the Salesforce family. Although there has been no official word from Salesforce, a deal is expected to close in the new year.  The data storytelling specialists will be joining Tableau as part of Salesforce’s latest acquisition.… Read More

The connection between Pardot and Salesforce represents the biggest opportunity, and risk, to the processes that support new revenue. Better automations that move contacts and data easily between systems mean smarter marketing campaigns that convert more leads. Greater opportunities for sales to win more deals.… Read More

Mogli SMS is a robust and user-friendly native SMS/WhatsApp solution for Salesforce. With features like one-on-one conversations, bulk messaging, and lead qualification surveys, as well as an unlimited user license, you’ll be sure to see more engagement with your clients and prospects. Highlights SMS, MMS,… Read More

At the end of the year, are you able to show how the work you are doing as a Salesforce Admin has impacted the business? To show hard metrics, you need things like time saved because of automations, mishaps averted due to cleaner data, streamlined… Read More

A core use of any CRM, including Salesforce, is to improve the way data is inputted, structured, and presented to users – picklists are definitely the simplest way to check these boxes. Even in the most simple Salesforce org, there will be at least one… Read More

Salesforce Path visualizes a record’s progress through a process in a chevron diagram, plus key fields and guidance for what should be completed at each stage. Path is a Lightning component that can be placed on Opportunities, Leads, Campaigns, Contracts, Orders, and even custom objects.… Read More