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Customer Onboarding & Project Management for Salesforce [In-Depth Review]

TaskRay is a Salesforce native, customer onboarding and project management application, designed to make projects organized, repeatable, and scalable. TaskRay enables you to deliver flawless customer service, automate and template repeatable tasks and projects, as well as easily identify and report potential issues. This in-depth… Read More

What does the RevOps Team do? [Infographic]

You’ve been hearing a lot about RevOps. As a function that’s relatively new on to the scene, you may wonder what role this team has in an organization and which skills are required to build a solid RevOps team? RevOps takes a holistic view of… Read More

10 New Salesforce Flow Features to Shout About in Summer ’21

Every time the Salesforce release notes are published, I get straight to reading them because I can guarantee there will be updates to Salesforce Flows. Summer ’21 has introduced new improvements to Salesforce Flow – and plenty of them to shout about! Here’s my summary… Read More

Salesforce Native Document Generation [In-Depth Review]

S-Docs is a document generation tool that allows users to create, manage and generate templates in multiple formats to meet all their document generation needs. S-Docs prides themselves on being the only document generation tool that is 100% native to Salesforce. The more data you… Read More

Salesforce Data Pipelines: Consolidate and Clean Data from Multiple Systems, Within Salesforce

Something new has landed! Something that is making it so much easier for Salesforce Admins to clean, transform and merge Salesforce data, all within the native Salesforce platform. It’s a brand new product – Salesforce Data Pipelines, which leverages the power of Tableau CRM Data… Read More

Salesforce History: Your Guide from 1999 – 2021

The growth timeline of Salesforce.com is very impressive. Over the last two decades, they have created an ecosystem of Admins, Developers, Consultants and Users that are inspired by the #Trailblazer movement to continue disrupting CRM, and fostering equality and diversity. Talking money, Salesforce is an… Read More

What are Fuzzy Matches in Salesforce Deduplication?

Salesforce Ben has published numerous posts about how duplicate records are an issue in Salesforce. They kill the productivity of marketing and sales teams, increase costs, and ruin customer experience. Almost all solutions to find duplicates rely on different matching methods to identify duplicate records.… Read More

What Does a Chief Revenue Officer Do?

The Chief Revenue Officer (CRO) is responsible for gaining a competitive advantage by continually optimizing the ‘Lead-to-cash’ lifecycle and revenue retention. This executive is a relatively new figure in the C-suite, growing in popularity over the past five years. The CRO role originated in the… Read More

What is Debug Mode for Lightning Components?

Whether you are an adventurous admin or a Salesforce sage, you will have come across Lightning Components at one time or another. These wondrous little things are the powerhouse behind modern Salesforce and can be anything from an individual field on a page layout, to… Read More

Salesforce Einstein: How Global Models Are Bringing AI To Everyone

Salesforce is working hard to embed more and more artificial intelligence into their platforms, fully democratising features such as Einstein Opportunity Scoring. Part of this mission involves rolling out global models to make Opportunity Scoring and Lead Scoring ever more intelligent and powerful. I was… Read More

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Category: Salesforce

Customer Onboarding & Project Management for Salesforce [In-Depth Review]

What does the RevOps Team do? [Infographic]

10 New Salesforce Flow Features to Shout About in Summer ’21

Salesforce Native Document Generation [In-Depth Review]

Salesforce Data Pipelines: Consolidate and Clean Data from Multiple Systems, Within Salesforce

Salesforce History: Your Guide from 1999 – 2021

What are Fuzzy Matches in Salesforce Deduplication?

What Does a Chief Revenue Officer Do?

What is Debug Mode for Lightning Components?

Salesforce Einstein: How Global Models Are Bringing AI To Everyone

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