Year: 2024

Associate Events to Opportunities in Salesforce Automatically

How to automatically associate Events with Contacts on Opportunities to those Opportunities, every time! Scenario: Sales has a meeting with a Prospect, set by a calendaring program like Calendly, or the Sales Enablement program (Outreach, SalesLoft, or HubSpot Sales), or just manually added to the Activity timeline. Those meetings are always being tied as an […]

Monograph Implementation andManaged Services Case Study

Situation Monograph was facing challenges with poor lead acquisition and bad data quality. The salesteam struggled to identify and track potential customers. The marketing team had difficultyanalyzing customer information to inform their campaigns. And the leadership team wasinexperienced and had little knowledge about how to effectively implement or manageSalesforce, the company’s chosen CRM platform. The […]

Coast Credit Card Application CaseStudy

Situation A payment processing company routinely processes an average of 50 service applications eachday, with these applications serving as their primary source of inbound leads. The company’ssales team faces considerable difficulties in promptly identifying and following up on theseapplications. As a consequence, response times to these leads are significantly extended,resulting in a tangible loss of […]

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 being ignored because the rep sucks at writing them. Obviously, that […]

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. I had to learn the hard way. After two short weeks into my very first Salesforce Administrator position, my boss decided the company was in good (enough) hands with me […]

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 Special Considerations Support Requests Reports Admin-only custom fields On the following objects at a minimum – Accounts, Contacts, Leads, Opportunities, Cases, Users, Tasks, and Events. On User References Zach StaffordZach […]

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 efficient, data-driven, and all-encompassing approach. Many of the top professionals […]

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). […]

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.  How […]

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 […]