Salesforce change sets are widely used today to move changes from sandbox to production. And why wouldn’t they still be used? In many cases, they provide an easy way to deploy metadata without knowing Git, XML, etc. But once your project or team gets to a certain size, you’ll start
Keep revenue leaks at bay with data quality Are you sure that no revenue is leaking from your business? Most likely not, and you have reason to think so. Revenue leakage is a common business problem: 42% of companies leak revenue, according to MGI, and EY says companies lose 1%
In today’s world, customer engagement stands at the forefront of business innovation. The world’s top companies are leveraging scheduling automation and the power of data and analytics to maximize client interactions; having a strong data engine that empowers connections between business teams, prospects, and customers is an absolute must for
As Salesforce administrators, we often create, update, delete or convert records; these are time-consuming activities. For example, You have got a business use case to create tasks for open opportunities for which the close date is less than a week. Your colleague is seeing your help to convert 200 leads.
What is a Webhook? Whenever two separate systems are connected, they can communicate with each other through the internet by sending and receiving messages. One of the systems can be the receiving system and the other the sending system, but sometimes they can switch roles depending on the integration. The
Dreamforce returns in all its glory for its 20th anniversary this year and as a Salesforce partner, Revenue Grid is delighted to share this event with you. Designed for Salesforce users, Revenue Grid helps companies with complex sales scenarios automate activity capture and then identify and eliminate revenue leaks with
A streamlined workflow is an integral part of business process automation. A big part of this is efficient data collection with Salesforce and other related products. Recently FormAssembly introduced Workflow as part of their product to take data collection to the next level. I have been a FormAssembly user for
My name is Pablo Gonzalez. I’m the creator of HappySoup.io and have been a Salesforce developer for 11 years. Unless you’ve been living under a rock the last few months (and I won’t judge if you have!), you may have heard that Salesforce has plans to retire Workflow Rules and