Salesforce

Documentation is one of the most overlooked -- and critical -- components of any Salesforce effort. When it comes to saving time, building efficiently, and quite simply, making sure your Salesforce org stays functional as new changes are introduced, documentation is crucial. Whether you are an administrator with a requirement to delete a field,...

There are many technologies available for marketing professionals and other business stakeholders to streamline operates and strengthen their company’s offerings. Salesforce Marketing Cloud is one of these tools—this application is Salesforce’s platform for marketing automation and customer engagement. Using this software-as-a-service (SaaS) application can help businesses accelerate conversion rates and execute winning marketing campaigns....

Lead management is one of the most valuable Salesforce skills that a team can learn. Good lead organization and tailored communications can promote greater alignment between sales and marketing teams, helping close deals and foster strong customer relationships. Improving your lead management skills can boost your conversion rates and enhance satisfaction scores. The following...

Author: Ashley Hayes, HigherEchelon Salesforce Trainer New employee onboarding is the perfect time to acclimate new hires to their roles, introduce them to company policies, and help them to feel like part of a team. But every employee onboarding process comes with its own challenges. New hires are bombarded with requisite paperwork and often...

If your organization is exploring Salesforce to handle your workflows, you may wonder about the difference between Salesforce Sales Cloud and Service Cloud. These two main clouds are both built on the core software platform and share similar features, but they also contain key differences that are important to understand. What Is Salesforce Sales...