A common ask I get in Salesforce is how to group data based on it’s characteristics – for example grouping random Industries into tighter categorizations or grouping people’s Job Titles into defined ‘Personas’. This makes it simpler to analyze and target your data – instead of dealing with disparate Industry or Job Title values users […]

Here’s the requirement: when a new Note & Attachment is added to a child record automatically associate it with a related record, too. In this case we’re using PandaDoc on the Order object – when the PandaDoc is completed the Order is automatically ‘Released’ and when the Order is released the completed PandaDoc should attach […]

A super common ask I get is how to move a person from marketing automation (Hubspot, Marketo, Apollo) over to a SalesLoft Cadence or Outreach Sequence. Typically the goal is: the person takes some action based on marketing automation emails so this action should result in the person moving to a Cadence or Sequence – […]

Anyone who manages a Marketo knows they bill based on volume of records in the system so there’s a constant battle to keep the number of records under the billing cap while still keeping any potential leads available for marketing. Way back in the day I used to just export the inactive records to csv […]

Here’s something I just took an inordinate amount of time researching, then quickly cobbled together the solution. The request is to add a Report Chart Component to an Account Page layout to show data on a custom related object. Most of the information I saw online for adding a report chart component to a record […]

I’m regularly asked about implementing a sales process in Salesforce so I’ll add my notes and a fairly standard sales process in Salesforce below. First – Leads or Contactcs? In my opinion, it doesn’t really matter. You can map Leads to Accounts (using Email Domain/Domain) so both Leads and Contacts are always linked to Accounts. […]

I’ve been asked three times in the last six months for suggestions on integrating home-grown, thrid-party tools with Salesforce. These are systems completely separate from the Salesforce ecosystem where you’re going to be building something custom. A few years ago we used this architecture to integrate a third party payment system with Salesforce and it […]

In lots of the Salesforce orgs I’ve worked in over the years the renewal process is managed through Opportunties. When a new business Opportunity is Closed/Won a Renewal Opportunity is automatically generated and the Account Manager (or CSM) is responsible for managing the renewal. This is typically on an annual renewal basis – and you […]

One of the most important fields to track in Salesforce is Last Activity Date. If you’re assigning Accounts to sales reps, you’ll likely want to track the last activity on those Accounts so Accounts that aren’t being actively worked can be re-assigned. Further, you may want to track currently open Opportunities based on their Last […]