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
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 […]