Recent Posts

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 make your sales, service, marketing, and admin teams happy, do more, and prevent problems with Summer 23 features for Manufacturers.

If you are in Manufacturing and use Salesforce, here is my blog that will provide you with key features that will help you to do…

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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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Empower Your Potential at Salesforce Connections 2023: Supercharge Learning, Strategic Planning, and Exponential Growth for Manufacturers, Marketers, and Architects.

If you are a marketer, or architect working in Manufacturing attending Salesforce connections next week, here are some key sessions that you should plan to…

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How to leverage Salesforce Einstein GPT to increase your bottom line for Manufacturing

If you are a manufacturer using Salesforce, the latest news headlines on Salesforce Einstein GPT look promising and we are always tempted to start exploring…

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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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The B2B CX Shift: Why Manufacturers Must Prioritize Customers Now

Customer Experience (CX) is no longer limited to (B2C) entities. More and more (B2B) customers are looking for the same type of (B2C) experience from…

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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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