Category: Salesforce

Organizations rely heavily on Salesforce as a business-critical system, so it’s more important than ever to ensure your development processes and overarching Salesforce strategy are correctly implemented to ensure reliability and accelerated business growth. Your Top 5 DevOps Summit Highlights  On October 14th, and back… Read More

Salesforce VLOOKUP is a lesser-known function but one that can be very useful when you need to enforce data quality or you need to allow a user without admin rights to make impactful changes. The Salesforce VLOOKUP function is very similar to that in Excel… Read More

What is time-consuming and often gets knocked down your admin to-do list… Salesforce data management, perhaps? After all, the task of deduplicating, standardizing, importing, managing record ownership, and manipulating data in your CRM, is no one’s favorite job.  DemandTools has been a Salesforce Admin staple… Read More

If you’ve been in the Salesforce ecosystem for very long you’ve more than likely heard of Salesforce Omni-Channel — but what is it and how do you set it up? Salesforce Omni-Channel is a Service Cloud feature (brush up on the differences between Sales and… Read More

Salesforce Chat (formerly Salesforce Live Agent) is a native Salesforce tool that enables the customer service team to communicate in real-time with your website users. We have all seen the little ‘chat to an agent’ buttons on company websites, usually when trying to find a… Read More

Managing documents and information is part of every business process. However, many business processes run on multiple IT systems, which means that documents can be created and stored in a number of different places. For these business processes to run smoothly, everyone involved needs to… Read More

The Salesforce Admin Certification is often the first qualification that Salesforce professionals take to prove their skills – and there’s no question, it’s a tough exam to pass.  That’s why we’re excited to announce that we will be launching our very own Salesforce Admin Practice… Read More

As Salesforce users and admins, you know how important a CRM like Salesforce is as a system of record. A CRM helps your teams create more meaningful relationships with customers. What it doesn’t do is directly get you revenue. In a world where revenue teams… Read More

Salesforce has just made its second acquisition of the year, with the purchase of LevelJump – this follows the acquisition of ServiceTrace a couple of months ago. LevelJump made the official announcement yesterday, having been acquired by Salesforce for an undisclosed sum. LevelJump is a… Read More