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Salesforce CTI to SCV: Deadline Nobody Is Talking About Enough
Salesforce is retiring Open CTI. If your organization leverages it as part of your voice/telephony strategy, the planning window is open….and shorter than it looks. In February 2026, Salesforce announced that Open CTI, the popular, but very dated JavaScript-based telephony integration framework that has quietly powered Salesforce voice integrations since 2012 will be end-of-lifed February…
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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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Experience Cloud: An Admin’s Guide to Security
Salesforce Experience Cloud (formerly Community Cloud) is a powerful way for organizations to connect with their customers, partners, and employees. The Experience Cloud platform provides organizations with the tools to create and customize branded online communities for customer support, feedback, and more. For example, if a customer buys one of your organization’s products, they might…
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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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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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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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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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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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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…
