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 Handle Community Guest User Access Issues Before Salesforce’s Summer ’20 Release
Salesforce’s Summer ’20 release introduces new changes that will impact Communities with guest user access. Here’s what you need to know to protect your Community.
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.
Salesforce for Non-Profits: The Basics
Learn about the reasons why Salesforce is a viable, affordable and powerful tool for non-profits.
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.
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.