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.
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.
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.
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.
How and Why We Do Salesforce CPU Audits
What to do when you get an “Apex CPU time limit exceeded” error and how to resolve this issue.
The New Lightning Flow Builder is Almost Here!
On February 8-9, along with the SFDC Spring ’19 release, the new Lightning Flow Builder (already live in Sandbox) will arrive in your Salesforce instance.
Design Salesforce Lead-to-Account Ownership Lifecycles That Work
Join us on Thursday, January 3 for a 30 min live webinar on how to design lead-to-account ownership processes in Salesforce that really work.
