Home / Insight
Salesforce

Recent Blog

The Email template handles the frame, Quick Text handles the common phrases, and you adjust one or two sentences for the recipient.
Salesforce Email Template: 3 Tips for Fast, Human Follow-ups

Salesforce email template plus Quick Text: send fast follow-ups with the right name and task....

When AI agents do real work, the question shifts from "what can they do" to "who is checking".
AI Agent Monitoring: 3 Ways to Stop Agents Getting It Wrong

AI agent monitoring matters once agents do real work: who checks they got it right?...

Three steps to handle duplicate customer records in Salesforce.
Salesforce Duplicate Rules: 3 Steps to Stop Duplicates

Salesforce duplicate rules use Matching Rules and Duplicate Rules to detect, warn about or block...

Five things to do in your first 30 minutes on a free Developer Edition org.
Developer Edition Free: 5 Things to Try in 30 Minutes

Developer Edition is a free Salesforce org for learning. Do 5 things in 30 minutes:...

Before and after turning every repair request into a ticket with a number and a deadline.
Repair Tickets: 4 Priority Levels, No Request Forgotten

Repair tickets let building management track every request by number, owner and deadline. A 4-level...

The CRM screen before and after tailoring with page layouts and record types.
Salesforce Record Types: Start With 2 for a Cleaner Screen

Salesforce record types and page layouts show each team the right fields. When to use...