CRM

Delivery Excellence Lead in the USA or Canada

The Delivery Excellence Lead is part of the Shared Services team, focused on documenting and enabling excellence across sales and delivery at Cloud for Good. Successful candidates will be experienced in delivering Salesforce solutions for nonprofit and/or higher education organizations. They have strong business analysis and project management skills and are experienced at establishing new processes and systems.  […]

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How We Built the First Dreamforce Event Agent in 5 Days with Agentforce

It was Sept. 12, a week before Dreamforce, our biggest event of the year. I was Slacking at work as usual (no pun intended), when I received a ping from my manager, Claire Cheng, vice president, software engineering: “Hi, Robert. We’d like your help on something.” “Sure,” I replied. “Don’t tell me this is for

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The SDR Career Path: A Scalable Approach to SDR Development

The SDR, or Sales Development Rep, is the backbone of many successful sales organizations. SDRs play a vital role in building business, managing inbound inquiries, booking meetings, qualifying leads, and prospecting. However, the role of the SDR is often thankless. They face constant rejection, and their efforts can go overlooked and unappreciated. Despite these hurdles,

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Sales Capacity Planning 101: How to Drive Growth and Hit Your Goals

Sales organizations set lofty goals to drive revenue and generate growth for their business. But setting achievable but ambitious goals is only possible when sales leaders know exactly what their teams are capable of doing. Enter sales capacity planning. In this article, we’ll explain what sales capacity planning is, why it’s important, and how to

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Proactive Customer Service: You Read My Mind, and Earned My Trust

In today’s customer service, anticipating and meeting customer needs before they express them is the gold standard. While our research finds that 61% of service professionals say their organizations address issues proactively, only a third of customers agree! This leaves a lot of opportunity for improvement when it comes to proactive customer service.  Put yourself

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Leverage Flows To Process Inbound Emails With Documents | Automate This!

Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, let’s see how Ohad Idan vanquishes shared

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Introducing Platform Encryption for Data Cloud

Platform Encryption for Data Cloud allows developers to transparently encrypt their Data Cloud data with customer-managed keys (CMK). This new feature provides better data security by allowing companies to manage their own encryption keys for data at rest, enabling them to better meet compliance regulations. Developers have an easy-to-use interface to create and manage their

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How Turtle Bay Resort Elevated Its Guest Experience with Salesforce Partners and AI

Turtle Bay Resort has been the backdrop for blockbuster hits such as Forgetting Sarah Marshall, Jumanji, Hunger Games: Catching Fire, and Pirates of the Caribbean: On Stranger Tides. But recently, the resort, which boasts 1,300 acres of pristine Hawaiian paradise, has also become the scene for a guest experience as thrilling as those films, thanks

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From Low Code to Agentforce: A 10-Year Journey of Awesome Admins

Over the past decade, the Salesforce Admin role has undergone a remarkable transformation, evolving alongside the platform itself from a simple CRM tool to a robust business ecosystem.  As Salesforce has grown, so too has the significance and complexity of the admin role, making it one of the most critical positions within any organization leveraging

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