29
Jun
Cloud-based CRM planning concept showing business analytics, workflow diagrams, and connected data icons representing Salesforce implementation strategy.

Salesforce Implementation Guide: What to Plan Before You Start

Here’s something that surprises a lot of executives. By the time a Salesforce implementation is underway, many of the decisions that determine whether the project succeeds have already been made. Not because someone configured Salesforce incorrectly. Because the organization never stopped to answer the harder questions. What are we actually…
26
Jun
Revenue operations professionals reviewing Salesforce CRM data model planning documents and dashboards during a collaborative strategy meeting.

Best Practices for Custom Objects and Fields?

The great thing with Salesforce is that it’s quite flexible. Unlike many corporate solutions that require teams to change their operations to the software, Salesforce allows enterprises to develop a CRM that fits their unique way of working. The flexibility is provided by custom objects and custom fields. Customizations may…

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