Salesforce and CRMs Archives

Approaches for Salesforce Org Mergers

Imagine this scenario: Two separate companies have heavily customized Salesforce orgs that work perfectly for their own respective business needs. Then, one company acquires the other company. Overview The Two...

Impact of Scheduling Policies on Territories in Salesforce Field Service

Within Salesforce Field Service, the proper configuration of territories is an essential component of the success of any organization’s service delivery. Defining a territory in itself doesn’t make an agent...

Why Students Should Learn Salesforce

Salesforce? Trailhead? CRM? If you’re a student and you have no idea what any of those terms mean, then you’re in the right place! Salesforce is currently the world’s #1...

Salesforce Security Pillar 2: System Access

It’s time for Part 2 of our Pillars of Salesforce Security series. If you’re not caught up, take a quick look back at our Intro Blog and Part 1: User...

Salesforce Security Pillar 1: User Access

If you’ve been following along with our blog, you may have already seen our original post, The 3 Pillars of Salesforce Security. In this post, we’re going to do a...

Key Considerations when Configuring Service Territories in Salesforce Field Service

Within Salesforce Field Service, the configuration of service territories is a very important step. Making sure that these are set up properly, and aligned with an organization’s business goals, allows...