How to Declaratively Schedule Automation in Salesforce
Find out how and when to use scheduled automation in Salesforce through scheduled flows, schedule process builders via mass action scheduler, and DLRS.
Using Apex Triggers in Salesforce
Learn more about the best practices for Salesforce automation using apex triggers.
ABM Metrics 101: A Mini-Guide to Measuring Account-Based Marketing in Salesforce
Our new mini-guide provides key considerations and information to effectively measure your ABM efforts in Salesforce.
Learn Native Salesforce Duplicate Management at Virtual Trailblazer Community Event
Explore the advanced concepts of Native Duplicate Management in a virtual session led by Lane Four’s founder, Andrew Sinclair.
Using Workflow Rules & Process Builder in Salesforce
Learn the best practices and key considerations for real-time Salesforce automation by using workflow rules and process builder.
How to Choose the Right Real-Time and Code-Based Automation in Salesforce
We’re kicking off our new series of insights and best practices for Salesforce automation. To begin, we’ll be exploring workflow rules, process builder, flow, and apex trigger.
Setting Up Your Salesforce Integration in Outreach? Use These 5 Best Practices.
Find out the 5 best practices when setting up your Salesforce integration in Outreach from Lane Four’s Outreach expert and consultant, Joana Lourenço.
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.
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.