Budget Isn’t Everything: Do Your Homework Before Starting a CRM Project

As a Salesforce admin or CRM lead, you are usually asked to solve a problem based on a specific business need. Being passionate about Salesforce,…

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How to reduce your opportunity lead time by integrating slack with salesforce for Manufacturers

If you are a Sales operation or CRM leader in Manufacturing worried about your support requests from Sales teams falling through the cracks, not able…

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Flows: Insert the Right Actions at the Right Time (Part 2)

As an admin, there have been times when I really wanted to prompt my users to do a certain task, but only when certain criteria…

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Spring 19 new features for Higher Ed (Lightning) which would help you do more, save time and generate more insight

If you are in higher education and using Lightning here are some features which would help you to do more with your current org, save…

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Org strategy for organizations involved in Merger and Acquisition in Salesforce

If your company recently acquired a new company who uses salesforce or in the process of Merger and Acquisition, one of the challenges is to…

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How do you flag a lead who is already an existing customer automatically on creation or update of lead in SFDC

If you are a salesforce admin , it is always painful when you have no way of detecting your customers automatically when they are interested…

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Dreamforce 2016 Sessions Series – Leveraging Marketing cloud for Multiple schools or business units and manage optouts effectively

If you are a university or college planning to use marketing cloud for your different schools or units, this post would share some best practices…

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How to avoid dreaded soql limit exceptions in Salesforce and fix it .

If you are a salesforce admin or developer using salesforce org, one of the dreaded governor limit exception is the Soql limit exception which gets…

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Preventing outbound messages to hit your production orgs when you refresh your sandbox..

If you are using outbound messages in Salesforce which send data to external applications, the biggest challenge is that when you do any testing in…

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What to do in Salesforce when your user leaves your company or gets fired

If you are a sfdc admin trying to find out what to do when your user leaves your company or gets fired, this blog would…

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