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Reporting on Unique Values in Salesforce
Marketing attribution remains a hot topic within B2B marketing circles as everyone tries to be smarter with their budgets. While we could have endless conversations on how granular you need to get when measuring B2B marketing campaigns, one aspect remains consistent: the Salesforce Campaign object is a great option for capturing Marketing touch points. Capturing
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Super-charge Your Salesforce Reports
Improve Salesforce Reports with Formulas Salesforce Reports and Dashboard are cornerstones for Marketing Operations and Sales Operations teams of all shapes and sizes. They provide the ability to compile and analyze large amounts of Salesforce data quickly and easily. They are critical to helping companies understand past performance and provide leading indicators for future results.
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Salesforce Threats Don’t Take Vacation
With the summer fast approaching, organizations across North America are preparing for vacations and reduced capacity. Whether it is office policy to take Friday afternoons off or planned vacations, the summer months are always a time when many workplaces aren’t fully staffed. When it comes to IT and Salesforce teams, these summer months can be
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The Top 3 Salesforce Security Concerns Keeping IT Directors Up At Night
We asked IT leaders at companies with $1+ billion in revenue about their top 3 Salesforce security concerns. Here’s what they ranked most important: Proactive Salesforce Monitoring Interested in learning how to strengthen the security and stability of your Salesforce instance? Request a SafeGuard demo today. Click here to download this infographic as a
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Confessions from an Accidental Salesforce Admin
Throughout my B2B marketing career, many things have changed, especially digital marketing. Monitoring what solutions have been installed in Salesforce is necessary To manage which Users in Salesforce can install which solutions, an Admin will have to enable App Allowlisting (formerly Whitelisting). To learn more about how to enable App Allowlisting in Salesforce, check out
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Three Things To Consider Before Your Next MarTech Purchase
Marketers are living in a golden age of marketing. No longer do marketers have to rely on mass-marketing initiatives to help reach desired audiences. Instead of launching multi-million dollar campaigns across TV, print, and billboards, marketers can now zero in on precise audiences, at that correct moments, with messaging that will resonate. This change has
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Protect your Instance: Three Things to Monitor in Salesforce
Salesforce is often thought of as an organization’s “single source of truth”. Full of information from various business units, your CRM provides a 360-degree view of everything that is happening across each stage of the customer journey. Salesforce is the most powerful CRM in the world, in large part because of how diverse the ecosystem
