Salesforce and CRMs Archives

Beyond Functionality: How UI Creates a Seamless Shopping Journey in Salesforce

While visual appeal is important, a truly effective user interface (UI) goes much deeper. It’s about creating a seamless and enjoyable shopping experience that drives conversions and boosts customer satisfaction....

Retail Revolution: How Location-Based Marketing Drives Customer Loyalty

Elevate your retail business with powerful location-based marketing through Salesforce Marketing Cloud. Picture this: you’re a business owner/manager, and you’ve just gained an edge on your competition by sending a...

Products vs. People: A Beginner’s Guide to Measuring Customer Success

I spent several years at Salesforce in Customer Success, focused on driving value via their Products, so it was a major perspective shift to move to the Services side of...

TDX 2025 Developer Highlights

At TDX 2025, there were some amazing speaker sessions focused on improving the developer experience. These were my highlights of the latest and greatest in Agentforce: 1. My favourite aspect...

Configuring State and Country Picklists & Cross-Object Region Mapping in Salesforce

Just so we’re clear: Paris is not in the United States, London is not in Hong Kong, and Tokyo is not in Canada. This seems obvious, but go and check...

Staying Competitive with Salesforce Agentforce

How can you master the basics of Salesforce Agentforce and exceed client expectations? Agentforce represents an exciting new development from Salesforce. With the power of Einstein AI, Salesforce now offers...