CRM

How to Become a Salesforce Developer

If you’re curious about building apps, agents, or workflows that power some of the world’s biggest businesses, you might want to become a Salesforce developer. Salesforce developers design, build, and customize applications using a mix of no-code and pro-code tools.  It’s a unique blend of creativity and problem-solving — ideal for anyone who loves turning […]

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Salesforce Positioned as a Leader in 2026 Forrester Wave™ for Revenue Marketing Platforms for B2B

Salesforce today announced it has been named a Leader in The Forrester Wave™: Revenue Marketing Platforms for B2B, Q1 2026. To Salesforce, the recognition highlights its commitment to helping B2B marketers unify data, orchestrate intelligent journeys and drive measurable revenue growth. Over the years, Salesforce has continued to strengthen its capabilities in unified data management,

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How the Salesforce Architect Role Is Evolving in the Agentic AI Era

There is a common anxiety that as artificial intelligence (AI) becomes more capable, the need for human expertise diminishes. This fear of losing ground to AI is not unique to architects; AI-powered analysis and diagramming tools, design agents, and coding assistants are changing the job descriptions and daily responsibilities of admins, developers, designers, and architects

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What is AI Customer Experience? A Small Business Guide to Intelligent Service

Key Takeaways The AI Customer Experience (AI CX) uses AI to personalize, automate, and optimize all customer interactions. AI CX allows small businesses to scale personalized service and support without losing the personal touch. For small businesses, an AI CRM is a growth engine, increasing efficiency in sales and service to build deeper customer loyalty.

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4 Ways Marketers Can Help Sales to Deliver On-Brand Messages

Today’s marketer is responsible for the entire customer journey, ensuring every touchpoint—from the first ad to the final sales signature—is a cohesive, data-driven conversation. However, for organizations operating across multiple regions or branches, executing a successful distributed marketing strategy is often the missing piece of the puzzle. When corporate marketing and local sales teams aren’t

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Forrester TEI study: How B2C Commerce and Order Management delivered a 119% return on investment

Legacy commerce systems are costly to maintain, slow to innovate on, and prone to poor performance — but migrating to a new platform can feel like a daunting task. Business and technology leaders need a clear framework to understand the benefits, costs, and risks associated with any new investment. To help decision makers arrive at

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Spring ’26: Design Screen Flows With Intent Using Styling Overrides

Spring ’26 introduces Screen and Component Styling Overrides in Flow Builder, giving admins more control over how screen flows look and feel without custom code. As with any feature that expands customization, it comes with responsibility. Styling flexibility is powerful, but without a clear approach it can create inconsistency, or a screen that looks like

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Free Financial Projections Template For Small Business Owners

Key Takeaways This free financial projections template showcases forecasting projected income statement to give small business owners a clear, data-backed view of their future financial health. Regularly reviewing financial projections helps business owners make informed decisions about growth, secure necessary funding, and identify break-even points for long-term viability. The quality of your projections depends on

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