Blog

Revenue Ops

Managing Territories in Salesforce: 3 Options

The three recommended options for managing territories in Salesforce, which will allow you to structure your data to reflect your unique sales territories.

Revenue Ops

How Should I Do Lead-to-Account Matching in Salesforce?

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.

Salesforce Admin

Why and How to Use Salesforce’s Native Duplicate Management

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.

Salesforce Admin

Opportunity Contact Roles Finally Get New Customization Features

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.

News

Lane Four Places #195 in “Canada’s Top Growing Companies” by The Globe and Mail

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%.

Salesforce Admin

Monitor Salesforce Setup Changes with a Slack Integration

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.