Salesforce and CRMs Archives

Migrating from HubSpot to Salesforce

When is the right time to move from HubSpot to Salesforce? Or perhaps more importantly – when does it become necessary? While HubSpot will meet the needs of some...

10 Common Problems in Apex Code Bases

The process of onboarding to a new Salesforce org is always a challenging task. Legacy systems often have many undocumented processes created by Salesforce Admins and Developers, which can make...

Why Healthcare Organizations are Migrating from Salesforce Sales Cloud to Health Cloud

Whether your core discipline is Pharmaceutical, Payer, Provider or Medical Technology in the Health Care and Life Sciences industry, you know a patient-centred approach with the ability to access all...

Data Harmonization in Salesforce Data Cloud

This post in the Data Cloud Primer series explains the data harmonization process in Salesforce Data Cloud. Data Cloud accepts data from a variety of sources. Harmonization refers to the...

Salesforce Data Cloud Model Explained

Introduction While many Salesforce products including Sales Cloud, Service Cloud, Education Cloud, Health Cloud and other Salesforce industry clouds are built on a common ‘core’ platform that share the same...

Maximizing B2B Campaigns: Integrating Offline Conversions with GA4

The world of business-to-business (B2B) and business-to-consumer (B2C) is filled with data and analytics. However, connecting the dots between different data sources can be a challenging task. In today’s world,...