20 Green Flags to Look for When Hiring a Salesforce Consultant
Whether it’s the first time you’ve looked for a consultant or you’re a seasoned veteran, deciding who you bring into your team is vital. Keep these green flags in mind as you vet your potential partners. The List 1. Strong Technical KnowledgeThe consultant is an expert in their field and has a deep understanding of […]
Salesforce Flow Automation: The Bypass Toggle
The Bypass Toggle: avoid VR errors in Salesforce Flow Salesforce does not have a native way to bypass Validation Rules. So, any time I do a data load or have a Record-triggered Flow update a record, about 1000% of the time, I will run into a VR that keeps me from completing my job. […]
Salesforce Flow Automation: Standardized Fault Path Error Messaging
Salesforce Flow Automation: Standardized Fault Path Error Messaging Salesforce Flow includes a powerful feature called fault paths, but it’s rare to see it implemented in any organization. The fault path allows you to send a message or initiate an action when a Salesforce Flow encounters an error on a pink DML node (Create, Update, Delete). […]
Transitioning from Sales to Revenue Operations: Essential Skills and Insights
Transitioning from Sales to Revenue Operations: Essential Skills and Insights Introduction Revenue is a shared responsibility throughout a company and isn’t solely the domain of the Sales team. While Sales often possess the deepest insights into a business’s revenue needs, Revenue Operations is the driving force behind the transformation of the revenue process into an […]
Best Practices for Admins when Entering a New Salesforce Org
Best Practices for Admins when Entering a New Salesforce Org These are what I consider absolutely essential to functioning as an organization administrator. I’m sure you have your own list, so this one is mine. Setup changes Company Information > set the default system timezone for HQ time My Domain > Customize your login Themes […]
Recommended Salesforce Integration Profile Setup
Need to setup the Hubspot to Salesforce integration? Need help on how to configure the integration user’s profile in Salesforce? Click here to read more.
How to manage email deliverability in the modern sales tech stack
How to Manage Email Deliverability in the Modern Sales Tech Stack Most Sales Operations professionals will face the typical scenario of a sales rep complaining about their email not being delivered. It will be easy to dismiss this as their email content not being compelling to the prospect. They are receiving the email. It’s just […]