Salesforce Platform

Customer Success in Salesforce Whether you call it Account Management, Retention Teams or Customer Success the truth is that after...

Spring. It's the season where it’s not quite time to turn the heating off yet or wear a t-shirt outside....

You've seen the signs for some time. The mornings are getting lighter, the weather is getting a little less gloomy,...

When did you last check your Salesforce security settings? Data security is a top priority for many organisations, and this...

One of the many aspects that many don’t consider when managing Salesforce is protecting your data from loss or corruption....

We do a lot of work with a wide range of clients, all who have varying levels of in house...

Salesforce’s Duplicate Management – a duplicate prevention tool which was rolled out as part of an older release, but went...

This blog post is relevant to anyone importing data into Salesforce from those uploading a list of new leads, to...

Is compliance something that is important to you?  If so, many people may not realise that standard field history tracking...