Salesforce Reporting ’22

Salesforce Reporting ’22

Have you ever encountered long load times when populating data in Salesforce reports? Are you able to limit the number of records that load? Wonder what fields and objects are available in report types or even the median number of a column of data you are analyzing?...
Why Do I Need a B2C Platform?

Why Do I Need a B2C Platform?

This post was adapted from one of our CRM Snacktime Snippet videos that you can watch here. Are you using a business-to-customer solution? If you are not, here is why you should: B2C (any sales process that sells directly to consumers) cuts out the agent and increases...