Working With Process Builder – I — Salesforce Geek


In this post, we will explore Process Builder tool by developing a process targeting specific business problem. It is more focused on understanding and implementation of Process Type, Trigger, Criteria and Actions involved as a part of the solution to this problem.

via Working With Process Builder – I — Salesforce Geek

Automate Data Migration Using Salesforce Dataloader CLI — Vivek Deepak


We all have used dataloader to import/export data in/out of Salesforce. There are scenarios where we need to automate it or scenarios where we need to upload different objects in a new Sandbox or Scratch org to make it ready for usage. We can also use SFDX but it can only upload 200 records per […]

via Automate Data Migration Using Salesforce Dataloader CLI — Vivek Deepak

Connecting Sitecore to Salesforce — hi my name is tim


When it comes to creating CMS websites the most common integration requirement is one to a CRM system. In this article I’m going to explain the different methods of integrating Sitecore and Salesforce along with the advantages and disadvantages of each. Salesforce Web to Lead The first option isn’t Sitecore specific at all and is […]

via Connecting Sitecore to Salesforce — hi my name is tim

09-Jan Google Analytics and Salesforce Marekting Cloud Intergration — Zhen Gao


Following to my catch-up with our new Head of CRM today, I share my thoughts and what I read for the integration between Google Analytics (GA) and Salesforce Marketing cloud (SFMC). This integration will be beneficial for CRM team to connect the dots and get more insights. The thing I want to find out is […]

via 09-Jan Google Analytics and Salesforce Marekting Cloud Intergration — Zhen Gao

The actionable data that turns your event audience into measurable ROI (VB Live) — VentureBeat


Presented by Cvent Event marketing tech integrates your events into your overall marketing mix, boosting your ability to to reach, engage, and convert new customers. Learn how event tools and tech can help your events win demonstrable results when you access this VB Live event! Access on demand for free right here! “CMOs need to […]

via The actionable data that turns your event audience into measurable ROI (VB Live) — VentureBeat

Salesforce Bundles for Lightning — Nick’s Salesforce Musings


Exactly four years ago, I wrote a post that tackled a business issue I had regarding Product Bundles. A lot has changed in those 4 years, so I want to bring that post up to date for the Lightning world. Back then, I was new to Flow and made a fundamental error in the design […]

via Salesforce Bundles for Lightning — Nick’s Salesforce Musings

Why your sales operations sucks! — Browne & Mohan


While companies put much effort in planning and rolling sales improvements including CRM, field sales gadgets and so on, an area that does not get sufficient focus in sales is the operations centre. For many companies, sales operation is an additional expense. Usually they would have a personal secretary or a junior clerk do the […]

via Why your sales operations sucks! — Browne & Mohan