Salesforce and CRMs Archives

Sales Cloud and Google Analytics 360 Integration Checklist

The Sales Cloud and Google Analytics 360 integration can be leveraged for closed-loop reporting and for robust marketing insights that drive conversions. The checklist below was built to help experienced...

Salesforce Spring ’20 Release: Here’s What You Need to Know

In advance of each Salesforce release, our team spends hours reviewing the new features, changes, and announcements to create a tailored overview for each of our clients. From this, we...

Document Your Org in Salesforce Using Quip

In our last Quip post, we provided best practices for project documentation using Quip for Salesforce. This post provides best practices for Salesforce Admins who want to use Quip to...

Best Practices to Keep Salesforce Marketing Cloud Secure

This post was written for Salesforce Marketing Cloud Admins and developers who want to learn how to leverage Salesforce Marketing Cloud (SFMC) while keeping their instance safe. In this blog,...

Building Halifax’s Salesforce Ohana

Over the last four years, we’ve been fortunate enough to participate and/or help lead a number of Salesforce Community events here in Halifax. We’ve learned together, had lots of fun,...

6 Salesforce Security Best Practices

This post is for Salesforce Admins who want to learn more about advanced security best practices. If you haven’t already, we recommend you read Salesforce Security: Admin Checklist before you...