Resources
Guide
Guide
Salesforce for Outlook Retirement
Salesforce has introduced several integrations for Outlook over the years. While similarly named, these integrations have differences in terms of scope and functionality. This resource will help readers to understand […]
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Guide
Salesforce Data Sampling for Mock/Sandbox Migrations
This helpful resource gives you the steps to sample data when migrating from a legacy CRM to a Partial Copy Sandbox for a mock data migration.
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Guide
Salesforce Deal Desk
A Deak Desk is responsible for ensuring that all sales meet the organization’s criteria for profitability, risk, and strategic alignment, while also facilitating communication and collaboration between Sales, Legal and […]
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Guide
Salesforce Governance Guide
One of the best things you can do for your Salesforce org is to actually develop a Governance Policy. While this may seem like an overwhelming undertaking, this guide from CloudKettle […]
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Guide
Updated: Introduction to Salesforce Maps
Salesforce Maps can bring value to your organization. In this guide, we review common use cases and how to get it set up in Salesforce.
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Guide
Salesforce DevOps Center – Getting Started Guide
The Salesforce DevOps Center is a new offering from Salesforce that makes it easier for Devs and Admins to build, test, and deploy solutions across Salesforce. Follow along with the steps to implement DevOps Center for yourself.
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A CRO’s Guide to Revenue and Reporting
In this ebook, we cover why Chief Revenue Officer is the hottest title in SaaS […]
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How to Eliminate Salesforce Maintenance Headaches
In this guide we discuss how taking a proactive approach to Salesforce management can eliminate […]
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