How to reassign tasks when the task owner is out of the office with automation in Salesforce

If you are a CRM manager or Salesforce admin, one of the painstaking activities is following up on tasks when the task owner is out…

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Winter 24 release features for sales, service, IT, and marketing teams in Manufacturing that help to do more, prevent problems, and generate insights

If you are a Salesforce admin, architect in Manufacturing, or business user, my blog below will help you to identify the top 2 to 3…

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Winter 24 release features for Architects that are trusted, easy, and adaptable.

If you are an architect, the well-architected framework is the guideline for salesforce solutions across the enterprise and business units. So with this framework, here…

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Dreamforce 23 session on How to Scale with Salesforce in Healthcare to level up Patient Experiences which you should attend!!

If you are a healthcare professional attending Dreamforce 23 this year, I invite you to attend my session on Leveling up the Patient Experience, which…

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How to make the case for Profiles to permission sets project with your leadership for existing orgs

If you have an existing Salesforce Org which has a lot of profiles, roles, and permission sets, one of the messages from Salesforce on the…

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How to Customize your New Record Page Using Flow

The ability to customize Salesforce to maximize users’ productivity is paramount.  However, while Salesforce is robust in what it provides, there are areas that have…

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Summer 23 release features for Architects which are trusted, easy, and adaptable.

If you are an architect, the well-architected framework is the guideline for salesforce solutions across the enterprise and business units. So with this framework, here…

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4 Points to Consider for a Rollback Plan Ensuring a Stress-Free Org Merger

Merging Salesforce org is a common occurrence in the world of Salesforce administration. However, as with any major change, it’s essential to have a plan…

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How to prevent duplicate company information proactively using Salesforce

If you are a higher ed institution working with organizations and students, one of the common challenges is keeping your org clean of duplicates. With…

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How to architect Salesforce solutions using the well-architected framework with a toolkit for security-based needs

If you are using field service lightning or plan to implement field service lightning in a brand new org, there is always a question of…

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