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 […]
The Power of Salesforce Einstein: A Highlight of Some Key Features
We took a high-level stance on all things AI recently. It’s here and it’s not going anywhere. More specifically, AI continues to transform the landscape of customer relationship management (CRM), with Salesforce’s Einstein AI stands out as a game-changer in the world of RevOps. At Lane Four, we’ve fully embraced this technology and are excited […]
Building Effective Salesforce Flows: Considerations of Scope, Scale, and Performance
Salesforce Flows are a powerful tool for automating business processes, but building effective Flows requires careful planning and consideration of several factors. In this blog, we’ll discuss key considerations for planning, scope, scalability, and performance to help you create efficient and effective Salesforce Flows. First, Plan How the New Automation Will Work! Before diving into […]
Lane Four’s Director of Delivery Shares 4 Essentials to Project Delivery Excellence
From initial planning to continuous stakeholder engagement, to achieve delivery excellence, it can be helpful for leaders and their teams to implement strategic (and structured) practices that drive alignment, efficiency, and effective communication throughout the project lifecycle. Lane Four’s Director of Delivery, Tatiane Sensini, shares four key essentials that she believes will ensure our projects […]
Planning for a Data Migration? Some Key Insights Before You Get Started
What is moving where? Where is the data going to be stored? Is this going to cause any problems or disruptions? Who is doing what during this whole process? Planning for a data migration is a process that tends to require meticulous planning and clear communication to ensure everything goes smoothly. To reduce risk and […]
When Not to Use Salesforce Flows: A Few Considerations for Admins
Find out when to opt in to using Apex instead of Salesforce Flows to tackle complex business automations and integrations more effectively.
QA Series: Retesting and Regression Testing…What’s the Difference?
If you’ve been following along, you’ve already dipped your toes into the waters of software testing, from understanding the fundamentals to exploring various testing types. Today, we’re delving deeper into the intricacies of retesting versus regression testing, ensuring software reliability and functionality. So, let’s lay the groundwork by highlighting the key differences between these two […]
Using Flows in Salesforce
Learn about the best practices and key considerations for Salesforce automation by delving into the world of flows.
Tips for Finding Success in Operations at a High-Growth Startup
With the rise of revenue operations, ops professionals are in higher demand than ever. In this environment, more go-to-market professionals are considering a move into ops. In high-growth startup operations, individuals are finding themselves propelled into the ops role out of necessity. However, as the field evolves, many are discovering that achieving success in operations […]
