Home / Insight
Salesforce

Recent Blog

Reports & Dashboards work with data inside Salesforce; Tableau combines and analyzes data from many sources.
What Is Tableau? 3 Clear Signs Salesforce Reports Fall Short

What is Tableau, and how is it different from Salesforce Reports & Dashboards? A plain...

The five pieces of the Salesforce ecosystem and the role each one plays.
Salesforce Ecosystem: 5 Essential Pieces, Clearly Explained

Heard of Tableau, Slack, MuleSoft and Data 360 but not sure what each one does?...

A diagram for routing new leads by region and source with lead assignment rules.
Lead Assignment Rules: 3 Steps to Route Leads Automatically

Lead assignment rules route new leads to the right person or queue by region, source...

How to read deal risk in Pipeline Forecasting.
Pipeline Forecasting: 3 Ways to Read Deal Risk in Winter 27

Pipeline Forecasting in Winter 27 shows deal risk, methodology scores and activity. 3 ways sales...

A threshold-based discount approval flow using a Salesforce approval process.
Salesforce Approval Process: 3 Steps to Approve Discounts

A Salesforce approval process sends records to the right approver by condition, lets them approve...

The flow from BMS and IoT alerts to Case, Work Order and sign-off.
Equipment Alerts: 4 Steps From a Red Light to a Work Order

Equipment alerts from BMS and IoT often stop at the control room. How to link...