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The Cost of Misconception: Why Differentiating Administrators and Business Users Matters
Technical solutions are a critical component of a well-run organization. But there’s a common misconception that’s costing companies time, money, and efficiency. Just because someone can use a tool doesn’t mean they should be administering it. Let’s break down the critical difference between administrators and users. Defining the Roles The Nuance of “Admin-like” Functions Every
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Getting Started with CRM Analytics (Formerly Einstein Analytics)
Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been growing exponentially every day, exploring data manually has become a bigger challenge” (click here to read more). CRM Analytics (formerly Tableau CRM, formerly Einstein Analytics)
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How to Measure Salesforce Process Performance
In a previous post, we shared the most common challenges Salesforce admins and developers face when it comes to Salesforce org performance and speed. Now, we’ll show you how to benchmark and measure Salesforce org process times for determining where maintenance and improvements are needed. Using the Developer Console to Measure Salesforce Org Process Performance
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Using Quip in Salesforce
Using Quip for Project Documentation in Salesforce This is for teams that use Salesforce and Quip, but want to learn how to leverage Quip’s robust features for project documentation. We cover some best practices for creating collaborative project documentation using Quip for Salesforce. Why use Quip? You might be wondering why your team should leverage
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6 Salesforce Security Best Practices
This post is for Salesforce Admins who want to learn more about advanced security best practices. If you haven’t already, we recommend you read Salesforce Security: Admin Checklist before you read this post. In it, we cover basic Salesforce security best practices your organization should be following. Salesforce Security Myths Before we dive into best
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Salesforce Security: Admin Checklist
The following post was written by Prag Ravichandran Kamalaveni, Salesforce Practice Lead at CloudKettle. Prag is an experienced consultant and an avid supporter of the Salesforce community. In addition to being a 6X Salesforce certified consultant, he has helped more than 250 people become certified as either Salesforce Administrators or Developers. Prag, was selected to speak at
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How to Create a Dedicated Integration User in Salesforce
If you’re not sure what a Dedicated Integration User is or you’re not convinced there’s value in having an Integration User, check out our previous blog post: Why You Need a Dedicated Salesforce Integration User. Today’s post is aimed at Sales Operations leaders and Salesforce Administrators who are interested in the cost savings and increased
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Why You Need A Dedicated Salesforce Integration User
Salesforce is the most powerful CRM in the world, in large part because of how diverse the ecosystem of tools that can be integrated with it is. Organizations have long seen the benefits of expanding the value they get out of Salesforce by integrating their marketing automation, data enrichment, collaboration, and productivity tools with their
