Activity Reporting for Account-Based Sales
Sales engagement tools have expanded the possibilities of building account-based activity reports that are reliable, meaningful, and actionable. Take a look at these considerations to get the best use out of them.
4 Features You Need for a Contact-Only Assignment Model
A functioning contact-only assignment model actually relies on leads. But to make it work at scale, you’ll need help from these four lead management features.
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.
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.
The Evolution of Salesforce Communities
From Salesforce Portal to Lightning Community Builder, here’s how things have changed in Salesforce Communities.
Dreamin’ Recap
Lane four has attended not one but two amazing Salesforce community events this summer. Here are recaps of both Nor Cal and True North Dreamin’.