Introduction A smooth sales-to-customer success handoff isn’t just about when it happens—it’s about what information travels with the customer. Without context, even the best-timed transitions can lead to confusion, missed expectations, and frustrated customers. In this post, we’ll walk through how to create a structured handoff record in Salesforce that…

Introduction Once your team understands the importance of a structured sales-to-customer success (CS) handoff, the next step is building automation that kicks off the process — without relying on manual follow-ups or emails. The most efficient way to start a handoff is to automatically trigger it when an Opportunity moves…