Salesforce CPQ – The Price Waterfall
What is the Salesforce CPQ Price Waterfall? The CPQ Pricing Waterfall is a multi-step process/sequence that utilises different prices and discounts to get us to…
Building Forms with Multiple Dependencies
In Account Engagement, dependent fields allow you to establish a parent-child relationship between the different form fields. By dynamically presenting fields based on previous selections,…
Taking Control of Time: Building a Better Relationship with your Working Day
Finding effective strategies to manage our time and tasks is more important than ever in our fast-paced and demanding world. Whether you're a busy professional,…
Stop Talking about Data Hygiene and Start Taking Action!
One of the most common phrases I hear when speaking with customers is “We just need to sort our data quality”. It’s a commonly repeated…
Do You Really Need That Field?
It is straightforward to create a field in Salesforce. The flexibility of Salesforce is one of my favourite things about the platform. However, with this,…
A Closer Look at CRM Analytics Dashboard Viewer Features
In the realm of data analysis and reporting, CRM Analytics stands out in the way that it empowers the end user, the dashboard viewer. Its…
The Importance of Becoming Data-driven
Being a data-driven company is more than a buzzword. It is a way of life for businesses, and the benefits it can bring are huge.…
Qualifying Existing Contacts from Account Engagement
When designing a lead lifecycle, organisations will typically focus on the journey for a net new lead. Salesforce and Account Engagement's out-of-the-box features provide an…
GitHub Copilot
To my surprise, GitHub Copilot is an astonishingly good tool for developers. In this post, we will look at some AI history and context, then…
