Merging 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 – Best Practices

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

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

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

[Infographic] How to Harness the Potential of Salesforce CRM

There’s a feeling of strange déjà vu in the air. You’ve seen this post before… haven’t you? It’s an infographic, about Salesforce implementation, its headline suggests reading it will help you make the most out of your newly acquired platform, promising X simple steps to victory. Well, dear reader- you’re almost right. Because this is

[Infographic] 10 Salesforce Stats Every User Should Know

Salesforce’s true power lies in its flexibility. This unique characteristic is one of the main reasons for Salesforce’s dominance in the CRM market, and also the reason why so many users completely fall in love with it; The feeling that you’re using a platform with endless possibilities, whether it’s integration, customization or efficient training. This

VIDEO: How to Evaluate Your Organization for Salesforce Lightning Readiness

Looking to improve your Salesforce experience? Maximize your users’ productivity? Heard the talk about this ‘Lightning’ thingy, but unsure if it’s the right thing for your company? This video is for you.   In this short yet effective guide, Salesforce MVP Sharif Shaalan shows you how to evaluate your organization for Lightning readiness. It’s a

Nectar of the (Salesforce) Gods: Top 20 Salesforce Articles of 2016!

Wow, 2016 was one intense year! Tons of new Salesforce features, enabled through Benioff’s many acquisitions (Krux, DemandWare, Quip…) and lots of innovative and exciting new frontiers (The Einstein AI, Commerce Cloud…)  made it to be a busy yet very inspiring year to be a Salesforce blogger. So, to end this interesting year on a