by Marilyn Prevatte | Jun 17, 2025 | Blog, Salesforce
So, your company has decided to bring in the big guns: Salesforce. Think of it as acquiring a state-of-the-art mission control center for your business. It’s a compelling platform designed to help your company build better products, deliver stellar services,...
by Marilyn Prevatte | Jun 12, 2025 | Blog, Customer Relationship Management, Salesforce
Customer Relationship Management (CRM) systems have long been essential for sales teams, marketers, and customer service reps. Over the years, they’ve evolved from basic contact databases to full-blown platforms that manage pipelines, automate outreach, track...
by Anosh Wadia | May 13, 2025 | Blog, Customer Relationship Management, Salesforce
One common frustration for Salesforce admins and users is how hyperlink fields behave in reports. You create a custom formula field with a hyperlink to a record or external site, and when you sort that column in a report, you expect it to sort alphabetically by the...
by Anosh Wadia | May 6, 2025 | Blog, Customer Relationship Management, Salesforce
Are you noticing emails sent from Salesforce are not being received? Have you configured automation or flows intended to send notifications via email, but no errors are reported, and emails are not received? Are users sending emails directly from Salesforce but...
by Marilyn Prevatte | Apr 10, 2025 | Blog, Salesforce
In today’s fast-paced business environment, sales and service teams drive revenue, nurture customer relationships, and establish the foundation for long-term success. With Salesforce, businesses gain a powerful tool that streamlines processes, boosts...
by Marilyn Prevatte | Mar 25, 2025 | Blog, Salesforce
Artificial Intelligence (AI) has revolutionized various industries, and the world of customer relationship management (CRM) is no exception. Salesforce, one of the leading CRM platforms globally, has integrated AI features to enhance user experiences and optimize...
by Marilyn Prevatte | Oct 22, 2024 | Blog, Customer Relationship Management, Salesforce
As AI continues to transform the technological landscape, Salesforce AI ethics are essential for the responsible and transparent use of Einstein AI. Salesforce, a global leader in customer relationship management (CRM) solutions, has taken significant strides to...
by Marilyn Prevatte | Oct 10, 2024 | Blog, Customer Relationship Management, Salesforce
In today’s fast-paced digital landscape, businesses must innovate rapidly to stay competitive. The Salesforce Platform stands out as a powerful enabler of innovation, providing tools and services that empower organizations to build, customize, and deploy...
by Marilyn Prevatte | Oct 1, 2024 | Blog, Customer Relationship Management, Salesforce
Salesforce has consistently been at the forefront of innovation in the ever-evolving business technology landscape. This year, at Dreamforce 2024, Salesforce unveiled one of its most groundbreaking advancements yet: Agentforce. This suite of autonomous AI agents is...
by Marilyn Prevatte | Sep 24, 2024 | Blog, Customer Relationship Management, Salesforce
The Salesforce ecosystem continuously evolves, driven by technological advancements and ever-changing business needs. Among the most transformative trends are integrating artificial intelligence (AI) and machine learning (ML) into Salesforce’s suite of tools....
