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New Webinar Series: Master Einstein for Salesforce Marketing Cloud
New Webinar Series: Master Einstein for Salesforce Marketing Cloud hosted by Salesforce MVP Eliot Harper. We’re excited to share insights on how to quickly get started using Einstein for Salesforce Marketing Cloud. These webinars will also cover how you can use this integrated AI toolset to increase your marketing impact, enhance customer segmentation, and build…
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New Template: Salesforce Technical Debt Reduction Policy
Our newest resource is a policy template designed to help reduce Salesforce technical debt and ensure the health of your Salesforce org. It’s widely understood that as orgs age and the companies they service grow in complexity, technical debt accumulates. While a small amount of technical debt is normal, a Salesforce org that contains too…
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Sales Cloud and Google Analytics 360 Integration Checklist
The Sales Cloud and Google Analytics 360 integration can be leveraged for closed-loop reporting and for robust marketing insights that drive conversions. The checklist below was built to help experienced teams as they enable this connection (there is also a downloadable PDF version at the bottom of this page). Click here to download the Sales…
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Dreamforce 2019: Sessions by the Numbers
Another Dreamforce has come and gone. This year the sessions, learnings, and celebrations were better than ever. As a Salesforce Silver Partner, Dreamforce is a marquee event for our organization, and we pay close attention to the topics, themes, and products focused on at the conference. This year, we decided to learn more about who…
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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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NEW eBook | Security Guide: How to Protect and Monitor Salesforce
Our newest eBook, Security Guide: How to Protect and Monitor Salesforce is a must read for all #AwesomeAdmins looking to brush up on Salesforce security best practices. As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company. Recently, IBM published that the…
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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…
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Everything your B2B SaaS Company needs to know about Salesforce
In our time working at or with fast growing SaaS companies over the last decade, we’ve noticed some high-level CRM considerations the bulk of organizations neglect to consider that significantly influence the success of Salesforce implementation and adoption. A lot of these considerations are central to complex sales cycles, reducing churn and are specific to…
