When leads are flowing into Salesforce from marketing, lead-to-account-matching is one of the first solutions that an account-based startup will look for. We recommend three different approaches to this solution.
Learning how to use Salesforce’s native duplicate management will save you time and money, relieve strain on your system, and allow you to apply duplicate management to unique use cases using custom Apex, flows, and clicks.
New customization options on the Opportunity Contact Role object are coming with the Winter ‘20 Release. The addition of custom fields and page layouts, validation rules, and Apex triggers will address the many previous limitations.
Lane Four is pleased to announce a placement of #195 in the inaugural Report on Business ranking of Canada’s Top Growing Companies. Lane Four earned its spot with three-year growth of 182%.
A Salesforce-Slack integration is a simple piece of tech that allows you to proactively monitor your Setup Audit Trail, and other Salesforce changes, in real-time.
Explore key insights on the importance of revenue ops from our Modern Sales Professionals salon and some of Toronto’s best sales leaders.
Why and how lead routing software is essential for getting leads to the right reps and contacted in a timely fashion.
We’ve curated a list of sales operations resources that we think you’ll find useful for you and your sales team.
From Salesforce Portal to Lightning Community Builder, here’s how things have changed in Salesforce Communities.
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