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To understand a topic better, data is collected from specific sources. There is a wide variety of these processes across industries. Data can be collected through surveys, focus groups, observational…

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Salesforce, which is often referred to as “Customer 360”, allows businesses to connect different parts of their business to Salesforce, giving them a 360-degree view of their customers. Salesforce provides…

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Metadata is your Salesforce org’s fundamental basis, allowing you to control key business processes, important permissions, and security settings. While most Salesforce backup providers safeguard data such as client data, do…

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Using Salesforce Path, you can see a record’s progress through a process in a chevron diagram, along with key fields and guidance for each stage. It can be used on…

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The processing of payments is an essential part of the operations of any modern business. Salesforce is used by more than 150,000 companies as their CRM, so handling billing through…

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A change management plan in Salesforce involves a specific set of actions to ensure a smooth transition between an organization’s goals, processes, and technologies while staying connected with strategic objectives….

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Salesforce created Record-Triggered Flow to trigger Flow functionality automatically when a record event (create, edit, or delete) occurs. As with Apex and Process Builder, the single best practice when creating…

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Email marketing is the primary function of Pardot, whereas advertising and mobile marketing are the primary functions of Marketing Cloud. Using Pardot, B2B teams can better align marketing and sales…

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