Service Cloud Voice: Unifying Voice, Digital Channels, and CRM Data in Real-Time

With the digital capabilities of today, customers expect seamless, reliable support more than ever—whether they have a question, need help resolving an issue, or are following up on a previous case. To meet these expectations, businesses need more than just great service; they need the right tools to empower their sales and support teams to […]

Salesforce Data Cloud Architecture: How It All Works

Data is flowing faster than ever before, and it’s only accelerating. With so much data at our fingertips, companies face a critical challenge: how to unify and leverage this information effectively. Yet, it’s not just about collecting data; it’s about building something meaningful with it, like seamless, personalized customer experiences. That’s where Salesforce Data Cloud […]

Salesforce Flow Tests: What Are The Limitations?

Explore the key limitations of Salesforce Flow Tests and learn how to improve your automation strategy by navigating common pitfalls. Discover Lane Four and Salesforce’s best practices to enhance testing, maximize Flow performance, and avoid errors in your automations.

Agentforce Has Landed—Let’s Go!

It’s been just over a month since the coveted Dreamforce’24 conference hosted by our friends at Salesforce. That being said, by now we’re sure this isn’t the first blog or article you might have stumbled across buzzing about the long awaited Agentforce.  The wait is over, folks! As of today, Agentforce is officially generally available, […]

10 Common Salesforce Flow Mistakes Admins Should Avoid

Building Salesforce Flows is a must for every Admin these days, but let’s be honest—nailing it perfectly on the first try? Not always the case. Mistakes are part of the process, and honestly, we believe they’re where some of the best lessons come from.  In many realistic cases—trust us, we’ve asked our own team of […]

Data Migrations: Planned, Prepped, and Ready to Execute!

You hit the ground running in your early planning stages and have a clearer view of the data migration tasks ahead—thanks to that awesome Entity Relationship Diagram (ERD) you built and shared with the team. With the data prepped, you can now move on to the actual migration into Salesforce. The data dependencies highlighted in […]

An Intro to Flows Tests: What, Why and Some Considerations

Learn the essentials of testing Flows in Salesforce with our intro guide. Discover what Flow tests are, why they’re crucial, and best practices to ensure your automated processes run smoothly. Perfect for Salesforce admins and developers!

Prepping Your Data for a Migration

Now that you’ve nailed down the planning stage for your upcoming data migration, it’s time to dive into the next critical step: prepping the data. How do you ensure the data is clean and ready to move? What steps are necessary to validate and prepare the data for its new home in Salesforce? Preparing the […]