Category: Salesforce

I didn’t dream of becoming a CEO. Nor do I have a “typical-tech-founder,” Ivy-league dropout story. I went to college and started my career as a young professional in the real estate tech industry like a lot of millennials.  Although my trajectory as an accidental… Read More

Sandboxes are frequently used by anyone building on the Salesforce platform to validate changes, ensuring no disruption to the existing configuration will occur. Everyone wants to avoid nasty surprises at all costs, which is why you should simulate data that exists in your org (known… 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

Pipeline visibility has become even more important in a digital-first, post-pandemic world. According to Salesforce’s March 2021 sales survey, 44% of salespeople say they feel increased pressure to deliver. This new era of remote working has forced everyone from digital natives to more traditional sales… Read More

In order to become a Certified Advanced Administrator, you need to have already passed the Salesforce Certified Administrator exam. The ‘Advanced’ Admin exam helps you build on your foundational administrator knowledge to further understand Salesforce; you can learn from in-depth lessons about features that are… Read More

Data management has always provided challenges for sales teams, marketers, and admins. With so much data to wade through, it’s easy for businesses to become bogged down, especially if they do not have formal procedures in place.   I sat down with Chris Hyde, the Global… Read More

Companies in the same sector often require similar business solutions from Salesforce, which explains the rising popularity of Salesforce Industries. Also known by its former name Vlocity, Salesforce Industries provides companies with pre-built packages that meet the common needs for businesses in finance, healthcare, communications,… Read More

There are many use cases for Tableau out there – especially when it comes to Tableau and Tableau CRM (formerly Einstein Analytics). The way you can use these platforms depends on how they’ve been implemented, hopefully delivering real, tangible business outcomes. Not only have these… Read More

Are you new to the Slack ecosystem? If so, you should visit the Slack App Directory, which lists 2,400+ apps! The next step is learning how to navigate such a vast marketplace.  Suppose you’re coming from the familiarity of the Salesforce AppExchange (like I was)… Read More