Are you an admin or developer who’s recently created a Named Credential, and clicked New instead of New Legacy and felt a bit confused about the difference? Read on. Continue reading “Learn What External Credentials Mean for You and Your Salesforce Org”
Category: Best Practices
5 Reasons Why You Should Try Collaborative Forecasting
Sales teams require a robust mechanism for forecasting to ensure they can focus their time on selling instead of keeping things up to date in a spreadsheet. Salesforce collaborative forecasting has been around for some time. Continue reading “5 Reasons Why You Should Try Collaborative Forecasting”
Send Sales Emails Like a Pro!
Email is the main communication channel for many people. However, a lot of time is wasted when sending sales emails as it is easy for things to get lost in translation, delays in responses, or just repeating yourself, ultimately killing the productivity of sales teams.
Drive for Data Insights: Dashboard Builder Tips and Tricks for CRM Analytics
In our blog A Closer Look at CRM Analytics Dashboard Viewer Features we looked at end-user functionality. This blog is a quick look into the Dashboard Builder, it is tailored for users who build and manage dashboards within CRM Analytics. Continue reading “Drive for Data Insights: Dashboard Builder Tips and Tricks for CRM Analytics”
Increase productivity with Sales Engagement Basic
Are you getting the most out of your Sales Cloud Enterprise licences? The chances are there are features that are included in what you are already paying for but need to be made aware of, including Sales Engagement Basic.
Continue reading “Increase productivity with Sales Engagement Basic”
Salesforce Mastery: Seamless Control and Monitoring
My Nebula colleagues and I are currently crafting a novel project framework that, though in harmony with the Salesforce Adaptive Methodology for solution implementations, offers the flexibility for Nebula to tailor its delivery approach, ensuring it aligns perfectly with the unique expectations of its customers. Continue reading “Salesforce Mastery: Seamless Control and Monitoring”
How to Set Up a Custom Domain for Your Salesforce Digital Experience
In the world of customer engagement, having a personalised and branded space for your community is essential. Salesforce Digital Experiences provide a powerful platform for collaboration and interaction, and one way to enhance your Digital Experience is by setting up a custom domain to make this personal to your brand. Continue reading “How to Set Up a Custom Domain for Your Salesforce Digital Experience”
What You Should Know About Repeatable Engagement Programs
An Engagement Studio program is a powerful tool that can help automate your marketing in Account Engagement. These programs can be used for many cases but be cautious before you start building yours. Continue reading “What You Should Know About Repeatable Engagement Programs”
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 – Spring, Summer and Winter. Whether you are transitioning from Classic to Lightning, or you’ve been on Lightning from the start, keeping up with the latest release will bring you one step closer to boosting the productivity of your users. Continue reading “Staying Ahead of the Curve: Best Practices for Salesforce Release Planning”
Getting Started with Salesforce Pipeline Inspector: Tips and Tricks
In the competitive world of sales where efficiency and accuracy are the keys to success, Pipeline Inspector is here to help. Pipeline Inspector boosts sales efficiency with consolidated pipeline data, metrics, AI insights, and close date predictions, enhancing accuracy and success. Continue reading “Getting Started with Salesforce Pipeline Inspector: Tips and Tricks”
From Confusion to Success: How a Salesforce Consultant Can Help
In today’s warp-speed business world, having a top-notch customer relationship management (CRM) system is like having a personal GPS for success. Continue reading “From Confusion to Success: How a Salesforce Consultant Can Help”
Avoid These 6 Email Marketing Mistakes to Maximise Long Term Success
In today’s digital era, email marketing remains a powerful tool for businesses to connect with their audience, drive engagement, and ultimately boost conversions. Whilst the potential benefits are immense, navigating the landscape of email marketing requires finesse, attention to detail and evaluation over time. Continue reading “Avoid These 6 Email Marketing Mistakes to Maximise Long Term Success”