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 mid-sized...

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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...

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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...

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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...

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What is Industries CPQ?

CPQ (Configure, Price, Quote) is software that allows companies to quickly and accurately generate quotes and proposals based on the needs of their customers. It enables businesses to automate and...

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Data Ingestion for Salesforce Data Cloud

As its name implies, Salesforce Data Cloud is a data platform — before you can begin using the platform, you first need to get data into it. And while Data...

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Salesforce Data Cloud Primer

As part of a Salesforce Data Cloud series, this initial post sets out to clarify and explain exactly what Data Cloud actually is, what it’s not, and why it’s a...

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Sales Leadership: The Best Leaders are Learners

There are many things that play into an organization’s overall success. Some are obvious: cultural values, strategy, systems and processes, leadership structure, communication and transparency… the list goes on. But...

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Security Guide: How to Protect and Monitor Salesforce

As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.

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