-
Salesforce Object Comparison: Standard Object vs. Custom Object
When do you use a Standard object and when should you use a custom object in Salesforce? This is a problem all Salesforce Admins and Developers face. The choice has implications on development efficiency, scalability, and the overall maintenance of your org. Understanding when to use a standard object and when to use a custom…
-
Hubspot to Saleforce Migration Checklist
Hubspot to Salesforce Migration Checklist You’ve watched the video, and you’ve read the resources. Now, you can get a list of the questions you want to ask your organization (and yourself) before you get started on a HubSpot to Salesforce migration. Having clear answers and a clear approach to your migration will greatly increase your…
-
Nailing Speed to Lead
Nailing Speed to Lead There are common challenges that businesses face when trying to optimize their Speed to Lead. But by implementing best practices and focusing on iterative improvements, businesses can increase their sales performance and ultimately revenue. In this guide, we will review 5 key areas to consider when fine tuning your organization’s Speed…
-
An Introduction to Salesforce Maps
An Introduction to Salesforce Maps Salesforce Maps helps field sales and service teams to manage accounts and opportunities, plan routes and optimize sales activities. In this guide we will review: Learn how your organization can leverage Salesforce Maps to unlock new opportunities, enhance productivity and drive your overall success in today’s competitive market.
-
Salesforce Data Retention and Destruction Policy Template
Salesforce Data Retention and Destruction Policy Template As the hub of customer data, Salesforce is a key consideration in security and privacy compliance. Is your organization SOC 2 or ISO compliant? If so, many of the items outlined in this Data Retention and Destruction Policy are necessary to comply with both those frameworks, among others. …
-
Salesforce Data Cloud Acronym Guide
Salesforce Data Cloud Acronym Guide Salesforce Data Cloud is rapidly emerging as the foundation for unifying customer data across Salesforce’s product suite and unifying diverse data sets from various platforms into a single customer view. Like other Salesforce platforms, Data Cloud has its own vocabulary of acronyms. In this new Salesforce Data Cloud Acronym Guide,…
