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.
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.
