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4 Must-Know Sales Cloud Announcements at Dreamforce ’24
With Dreamforce 2024 wrapping up in style last week, it’s time to take a closer look at the innovations and announcements that were highlighted during the Sales Cloud Keynote, as well as individual...
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Salesforce Relationship Selling: The New Way for Your Sales Team to Engage...
Selling is an art, as well as a team sport, so making sure that your sales managers, business development reps, and account executives have everything they need within their flow of work is paramount...
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Salesforce List Views vs. Reports: Which Is Best to Use?
One of the most frequently asked questions by new Salesforce users is this: What is the difference between reports and list views? – it’s an interesting question as the answer is both “not much” and...
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Salesforce Agentforce: How Autonomous Agents Could Revolutionize Sales
Agentforce allows organizations to build and manage autonomous agents for tasks across various business departments. In fact, there’s an “Agentforce in every app”, with the potential to build Service...
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Salesforce Account Plans: The New Feature Your Sales Users Will Love
Effectively managing account strategy, related goals, and stakeholder involvement is something every account manager has to do in order to nurture customer relationships during the sales cycle....
View ArticleSelective Sync in Account Engagement (Pardot): How to Align With Salesforce
Selective sync involves pushing prospect records into Salesforce based on the parameters you define. This process takes various forms, but the main goal is to nurture leads and manage them in Account...
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Discover the New Sales Cloud Mobile Experience
Perhaps now more than ever, modern sales teams expect tools to keep up with their pace, supercharge their productivity, and present the information they need wherever they are working. With so much...
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How to Prepare for a Salesforce Forecasting Implementation
Is your organization ready for forecasting? What can you do to prepare for a forecasting implementation in Salesforce? In this article, I will give guidance to Salesforce Admins who want to implement...
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Transitioning Fields in Salesforce Case Object Using Apex Mapping
People in organizations rely on categorizing data in different ways to make sense of what is happening on a day-to-day basis. As businesses expand, there is an increased demand for more granular...
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Nurture Leads 24/7 With Agentforce for Sales – Now Generally Available
Ensuring that Leads are worked in a timely manner, either by sales or sales development reps, is a goal as old as time across companies of all sizes and industries, and for both sales and marketing...
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Sales Cloud: Top Salesforce Spring ’25 Features
Spring is in the air, and Salesforce’s latest Sales Cloud updates are here to breathe fresh energy into your sales strategies! The Spring ’25 release is blooming with innovative features designed to...
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Supercharge Your Partner Ecosystem With Salesforce PRM
Considering any given company’s range of products across various industries and applications, partners and resellers have the potential to become indispensable collaborators – not only in ensuring...
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Can OpenAI’s Operator Handle Salesforce Admin Tasks?
The conversation about AI agents and their capabilities is at an all-time high, with innovations and new products appearing seemingly every day, stirring interest and curiosity across all industries....
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Sales Cloud Go: Dive Into the New Sales Cloud Setup Experience
Between the numerous amazing updates the previous releases saw across the entire platform, there has also been a significant enhancement to the way teams will be able to discover, review, enable, and...
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Salesforce Spring ‘25 Release: New Flow Approval Process Capabilities
Similar to workflow rules and process builder, Approval Processes have been around for a long time. They help Salesforce professionals build multi-step processes to control how records are approved....
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What Is Salesforce Sales Cloud? Deep Dive and Pricing
Sales Cloud is Salesforce’s suite of tools designed to help sales teams work more efficiently and effectively. It offers a range of productivity-enhancing features, including lead and pipeline...
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Sales Cloud: Top Salesforce Summer ‘25 Features
Summer has arrived, and with it comes a wave of exciting new updates in Salesforce’s Sales Cloud Summer ’25 release! Packed with powerful enhancements and intelligent tools, this release is designed...
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New Salesforce Partner Cloud: What Is It and How Can You Get Started?
Companies across various industries collaborate with implementation partners, resellers, and distributors to either provide customers with readily available specialized expertise, expand across...
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Ultimate Guide to Einstein Activity Capture: Sync Email as Activity and More
Sales, Service, and virtually all customer-facing teams within an organization are bound to use their email and calendar to communicate with customers and prospects, schedule meetings, and ultimately...
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Salesforce Summer ’25 Release: Get Related Records in One Flow Element
The Salesforce Summer ‘25 release has already reached production instances, with many exciting new features that Salesforce professionals can use to enhance existing processes or support new ones....
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