Salesforce

  • Agile vs. Waterfall: Which to Choose for Your Salesforce Projects | Salesforce Ben

    Share this article…Choosing a project management methodology for any Salesforce implementation is a pivotal decision: Agile or Waterfall? Both methodologies have their merits, but choosing the right one can differentiate a thriving business from one that lags. However, the choice involves nuance and requires understanding… Read More … Here are highlights from article Agile vs.…

  • How Could Salesforce Industry Clouds Benefit Your Organization? | Salesforce Ben

    Share this article…In the current economic climate, solutions that have an accelerated time-to-value allowing customers to streamline and implement best practices faster may seem like a dream. But Salesforce Industry Clouds are exactly that.  So it’s no surprise that IBM identified Salesforce Industries as a… Read More … Here are highlights from article How Could…

  • 8 Salesforce Permission Sets Tips | Salesforce Ben

    Salesforce permission sets control access to following the principle of the least privilege. Here are some tips on how to use them … Here are highlights from article 8 Salesforce Permission Sets Tips | Salesforce Ben 1. Granular Control: Permission sets allow for granular control of access in Salesforce, extending access based on roles and…

  • Salesforce Invoicing: A Beginner’s Guide | Salesforce Ben

    Salesforce Invoicing is a powerful, robust billing and invoicing tool. Here’s everything you need to know … Here are highlights from article Salesforce Invoicing: A Beginner’s Guide | Salesforce Ben 1. Salesforce Invoicing is a powerful solution for streamlining the billing and invoicing process for businesses. – Enables organizations to create, send, and manage invoices…

  • 5 Steps to Strategize Your RevOps Process for Salesforce | Salesforce Ben

    Share this article…The role of RevOps, especially in the context of maintaining and optimizing revenue processes, has been indisputably crucial over the past year (so much so, that LinkedIn listed it as the fastest-growing of all job titles in the United States for 2023). As… Read More … Here are highlights from article 5 Steps…

  • Einstein Sales Emails

    Image created by StableDiffusion 2.1 based on a prompt by Bob Buzzard Introduction Sales GPT went GA in July 2023, and then went through … Einstein Sales Emails Image created by StableDiffusion 2.1 based on a prompt by Bob Buzzard Introduction Sales GPT went GA in July 2023, and then went through … You can…

  • In Depth Salesforce CPQ Interview Questions

    1.What is Salesforce CPQ? The CPQ in Salesforce CPQ is short for Configure, Price and Quote. You can use it to generate new product details, sell appropriate product combinations, decide on product … Here are highlights from article In Depth Salesforce CPQ Interview Questions 1. What is Salesforce CPQ? – Short for Configure, Price and…

  • Complete Guide to Salesforce DevOps Center – How to Get Started | Salesforce Ben

    Share this article…Do you need straightforward release management which doesn’t need much time, advanced skills, or a credit card number? Salesforce DevOps Center is easy, free, and made by Salesforce. You should be able to install, configure, and start using DevOps Center in less than… Read More … Here are highlights from article Complete Guide…

  • A Deep Dive Into Salesforce Maps Territory Planning | Salesforce Ben

    Share this article…How many times have you heard colleagues across sales operations teams and sales management complain how tedious planning sales territories (sometimes referred to as “patches”) can be? Probably quite a few! Regardless of the way this process is being conducted in your organization,… Read More … Here are highlights from article A Deep…

  • How To Use Google Service Account with Named & External Credentials in Salesforce

    Here is a Step by Step Guide on How to Use Google Service Account with Named & External Credentials in Salesforce … How To Use Google Service Account with Named & External Credentials in Salesforce Here is a Step by Step Guide on How to Use Google Service Account with Named & External Credentials in…