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 the Net Price (this is the price field for the total of the Quote Line/Quote).
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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, you can collect more relevant and accurate data while guiding prospects through a tailored form-filling experience. But when would you use these dependencies in your forms?
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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, consultant, or someone looking for a better work-life balance, mastering the art of time management can be game-changing.
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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 refrain, often with little activity beyond that. It seems that people don’t know where to start.
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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, you must also take on the responsibility of ensuring the platform is meeting the needs of the business.
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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 visualisation features offer a user-friendly interface that transforms complex data into understandable and interactive visuals.
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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. Your business is likely collecting vast amounts of data, but how can you start using it? It is easy to fall into old habits by building from report requests using […]
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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 easy route for new prospects to be identified, qualified, handed over to sales and worked through the sales process.
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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 get into some example interactions of coding with Copilot.
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Marketing GPT – What’s it all about?
So there we have it – the future of AI has arrived at Salesforce. Following the swift rollout of Sales GPT and Service GPT, Salesforce announced Marketing and Commerce GPT at Connections in June.
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Salesforce AI: An Overview
Artificial Intelligence (AI) has flooded the tech space in the past year. Chat GPT by OpenAI is the biggest player to shake things up and reach the everyday web user. AI is not new for Salesforce, with Einstein on the scene since 2019, it’s no surprise that Salesforce is ready for a fast-paced evolution of […]
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Build your Landing Pages with UX in mind
You might have heard the expression “Solve for one, extend to many” – the mantra of inclusive design, which is a huge part of UX conversations. When it comes to Account Engagement Landing Pages, I believe this methodology is about making your pages easy to use for everyone.
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