How to Merge Contacts in Salesforce – The Best Practices

  Being organized is important in doing just about everything, but having organized contacts in Salesforce will provide you with an easier time using the program.   Also, maintaining order will enable you to locate the contacts quickly, making your job more efficient. Since it is quite common to get duplicate entries when entering contacts,

Salesforce Map Methods – Map Class in Salesforce

On Salesforce, the term “map” refers to a set of key value pairs, meaning that it can govern data ranging from primitive data, Apex objects, sObjects, among others. When it comes to skillfully using Salesforce map methods, there is an abundance of options.   With just the touch of a key, a map can be

Drive Productivity with These 5 Salesforce Apps

  When Salesforce is a tool that you are using every day, it definitely pays to be able to use it efficiently and effectively. Luckily, there are several resources that help drive both productivity and knowledge of the platform to make users feel more at ease with using the system as part of their daily

Hiring a Salesforce Admin? Here’s What You Need to Know

  As we all know, managing a company-wide Salesforce implementation is no walk in the park.   Depending on the number of users and the various complexities of the platform, it can be a lot to keep up with. Hiring a Salesforce administrator may be just the right answer.   Let WalkMe help you use

Work Hard, Then Give Back: An Interview With MVP Phil Walton

(cue Terminator theme, spice up with a light Austrian accent) This month, we’ve got one of the busiest Salesforce MVPs out there. Between owning a successful consultancy, writing an influential blog and leading 3 user groups with finesse that very few can match, Phil Walton has indeed earned his place as a Salesorce MVP and

Why Salesforce Training is Important: The Unbiased Picture

  Regarded as the first, largest and most influential SaaS company, Salesforce ultimately offers just two functions for businesses: workflow and reporting. Unfortunately, both functions can be useless and misleading if the sales team is not properly trained in the first place. For all its capability, Salesforce is only as valuable as the end user

Salesforce in Numbers – What You May Not Know

It’s no secret that Salesforce keeps growing exponentially- both in users and in its influence on the CRM world, but this brilliant infographic by Algoworks might surprise even the most devout Salesforce believer.   For example: 54% of companies surveyed for this infographic have been using Salesforce for less than 2 years. That’s an amazing

How to Smoothly Transition to Salesforce Lightning in 8 Steps

There are a lot of Lightning puns that could be used to introduce this topic. To name a few, “Salesforce lightning is going to strike,” “Don’t let Salesforce lightning strike before you’re ready,” or “Salesforce lightning is here, are you prepared to weather the storm?”   But unfortunately, none of these puns explain that this