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Author: Brian Wong

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There’s no doubt that Salesforce is a powerful CRM that can create countless opportunities for businesses. It’s even been named the #1 CRM for six years in a row! This alone may seem like the perfect reason to use it at your company, but there’s...

The sales landscape is constantly changing and evolving. Techniques that were once best practices can become obsolete in a heartbeat, and sales teams that are thriving can start struggling just as quickly. But while many businesses lose their edge, some industry giants are able to...

Every business wants to hire great employees and create impactful teams. At its very core, this sounds like a simple task, but there are many factors that make finding the perfect team a difficult goal to reach. Inefficient teams can waste company time and resources,...

Refactoring your Salesforce instance can be an investment that requires substantial resources. And while continuous refactoring for low hanging fruit is recommended for agile development, larger changes require more planning. The first step is to determine when your business is in a position to make...

The Winter ’20 Salesforce release is quickly approaching, and it’s a big one. In fact, we’ve already published a release overview and a Sales Cloud-centered update for the Winter ’20 release. But that’s not the end of it. Here, we will examine some of the...

Every year, Salesforce benefits from three major updates – the Spring, Summer, and Winter releases. With the Winter 2020 release right around the corner, we’ve already taken the liberty of publishing an overview to help you navigate through the changes. However, the specific improvements to...

Every year, Salesforce releases three major updates to its platform. The Winter, Spring, and Summer releases are planned far in advance, and they follow a strict schedule, giving users adequate time to prepare and test for a seamless release. With the Winter 2020 release approaching...

Once you’ve completed the Admin Beginner trail, the next step is to jump into the Admin Intermediate trail. Diving deeper than the beginner version, the Admin Intermediate trail explores advanced topics and involves more hands-on learning. It is estimated to take 14 hours and will...

Salesforce Marketing Cloud comes with ten products than can help businesses reach customers in new and exciting ways. By understanding different audience segments and carefully targeting specific communication packages for precise steps in a customer’s journey, businesses can maximize customer engagement and increase sales. But...

 As part of the Salesforce Customer Success Platform, Marketing Cloud provides tools for customer engagement across the entire consumer journey. Whether it relates to marketing, sales, commerce, or service, Marketing Cloud allows multi-channel personalization to create lasting customer impact. It uses Salesforce data to create...

Commerce Cloud offers full functionality for creating both B2C and B2B ecommerce sites. In fact, the range of features for both markets is so large that we have split our Commerce Cloud tips and tricks guide into two parts! This article will focus on some...

Commerce Cloud offers full functionality for creating both B2C and B2B ecommerce sites. In fact, the range of features for both markets is so large that we have split our Commerce Cloud tips and tricks guide into two parts! This article will focus on some...