If you’ve ever needed to collect data while in the field, you know how challenging it can be. Either you’re stuck keeping track of endless paper forms or you have to bring a laptop wherever you go. Even if you have a tablet, it’s not always the most convenient. And
Category: Guest Blog
Simplifying the Complexity of Salesforce CPQ
Salesforce CPQ (Configure, Price, Quote) is a robust platform, designed to provide businesses accurate pricing with any given product configuration scenario. The platform automates the process of generating quotes for orders, allowing sales reps to quote prices quickly and accurately. Quotes produced with Salesforce CPQ are automated according to a
Scratch Orgs for Salesforce Admin
With the rising adoption of Salesforce DevOps, scratch orgs are suddenly in the spotlight. This blog will explain what scratch orgs are, why they’re useful, and how you can easily create one using clicks, not code. What Is a Scratch Org? A scratch org is a temporary, disposable environment in
How to Generate Documents in airSlate for Salesforce
airSlate’s native integration with Salesforce addresses the most challenging tasks for businesses looking to automate their document workflows within their Salesforce organization. It allows for building end-to-end, multi-step, and multi-branch workflows inside Salesforce to automate document generation, routing, approvals, notifications and storage. airSlate makes no-code document workflow automation an easy
Make the Most of Salesforce DevOps Center
The moment many Salesforce professionals have been waiting for has finally come: Salesforce DevOps Center GA! But before you install DevOps Center in your org and start using it to deploy metadata, let’s discuss how to make the most of it. Some of the most important ways to maximize DevOps
Fighting Revenue Leaks by Revealing the Power of Data
Our latest article discussed why revenue leakage is a data-related problem and how admins play a crucial role in tackling it with their technical know-how and problem-solving experience. Without complete and up-to-date Salesforce data, you can’t see the big picture of your pipeline, so you miss out on opportunities and
Let go of Change Sets and Try This Instead
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
The Salesforce Admin’s Role in Preventing Revenue Leaks
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% to 5% of realized EBITA to leakage each