Mastering the Move: Salesforce to Flow Transition Tips

Salesforce Flows are a type of Declarative Automation that allows you to automate complex business processes using clicks, not code....

Staying Ahead of the Curve: Best Practices for Salesforce Release Planning

Salesforce provides release updates that improve the performance, logic, security, and usability of their products 3 times a year -...

Track Which Marketing Campaigns Are Driving Salesforce Tasks

Salesforce Tasks have been around for quite a long time, acting as a bridge between different teams and team members....

Winter ’23 Release: Our Top 5 Sales Cloud Features

It’s finally here… the highly anticipated release notes are now available, outlining all of the new features & functionality that...

5 Exciting New Features in the Winter ’22 Release!

With the Winter '22 release just days away, we thought we would list some of the new Salesforce features we...

Setting up Multiple Currencies in Salesforce

Does your organisation operate in multiple Countries? Do users need to be able to view opportunities and quotes in their...

Improve your data quality by activating the Country/State Picklist

When implementing Salesforce, the Country/State picklist is a feature most people would expect to automatically be configured. However, this is...

When is it time for a Salesforce Health Check?

Although Salesforce controls a lot of their security features, there are different levels of security that you need to be...

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