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.
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.
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.
4 Tips for Managing Your Account-Based Ownership Model
An effective ownership model makes it clear who is responsible for a lead when it comes in the door, and holds reps accountable for following up. Here are 4 key ways to make this happen when you’re starting out with account-based strategies.
