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Blog Archive

Category: Sales Cloud

Data Insights and Efficient Quoting with Onyx CenterSource
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A leader in B2B payments and business intelligence solutions in the hospitality industry, Onyx CenterSource works with hundreds of thousands of hotels and travel booking providers around the globe. Intricate company hierarchies within the travel industry (hotel chains and...

Posted on October 22, 2019

White Paper: Developing a Fundamental Understanding of Salesforce CPQ
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Quote-to-cash products like Salesforce CPQ (Configure, Price, Quote) are fulfilling a clear need in the business world but also pose challenges inherent to the complexity of the technology. While executing CPQ implementations can be an undertaking, thorough consideration and...

Posted on August 20, 2018

Migrating from SalesforceIQ CRM to Sales Cloud
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As of May 25, 2018, all organizations operating in the European Union (EU) or tracking EU individuals must comply with the new European privacy laws and migrate from SalesforceIQ CRM to Sales Cloud. Organizations operating on Sales Cloud will...

Posted on February 27, 2018

Moving in with your partner in Salesforce-topia
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We have another article from Lead Strategist, Caitlin Tuba. This time, Priya and her partner need to decide how they should go about moving in together. Read on to learn about org merges. When a new company is acquired...

Posted on December 22, 2017

Moving into your home in Salesforce-topia
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Caitlin Tuba is back with some more tips on how to treat Salesforce like a house. We previously built a new home for Priya, and now we want to move her in. In Salesforce speak, we’re talking about data...

Posted on December 15, 2017

Empower Admins with Salesforce Visual Workflow
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Salesforce has a lot of tools for Admins, and sometimes that makes it difficult to know which is the right choice when your problem seems too complex for workflows and validation rules. At Dreamforce 2017, Corey Hayden walked through...

Posted on November 14, 2017

A Masterclass in Driving Salesforce Adoption
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Driver Bio Adam Beamish has lived around Mark Beamish Waterproofing (MBW) his entire life. Started by his father in the family garage a year before he was born, he jokes that “the business was the first-born in the family.”...

Posted on September 25, 2017

Your Study Guide for the Winter ’18 Salesforce Release Notes
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Author: Ryan Anderson, Business Solutions Consultant at Traction on Demand Audience: Salesforce Administrators looking to leverage Lightning Technical Understanding: Basic Cloud: Salesforce Sales Cloud It’s back-to-school season, and that means picking up school supplies, making lunches, helping with homework...

Posted on September 19, 2017

Get Ahead of the Game with Salesforce Lightning
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Good enough can be a dangerous mindset. Without trying to improve the good, we’d never find the great. Could you imagine if Wayne Gretzky was just known as the “Good One”? Gretzky pushed himself to become the Great One...

Posted on August 30, 2017

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