by Ben McCarthy

8 Essential Salesforce Service Cloud Workflows

Salesforce Service Cloud comes standard with fairly limited automation, which doesn’t  completely show smaller, less experienced businesses what the system can achieve. While working as a consultant, I found and have seen several easy-to-implement workflows that can greatly reduce admin tasks, limit human error and provide an overall smoother experience. Here are my brief…

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by Ben McCarthy

The 7 Best Salesforce Data Loaders

Every Salesforce Administrator or consultant needs to know how to get data in and out of Salesforce. Did you know there are quite a few applications to help you do this? Salesforce provides several data loaders that have unique applications for different ways to upload and export your environment. To determine which data…

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by Jaime Grimes

5 AppExchange Apps to Motivate Sales Teams

Periodically, sales executives may have trouble nudging their sales teams to go the extra mile and close a few extra deals. Sales requires high energy all the time, and at times, it’s only human to need special motivation to push through the periods of mundane.

Insert a group of Salesforce…

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by Jaime Grimes

5 Ways to Keep Calm at Work

Funny, hearing the command “Just relax!” doesn’t do anything to settle your nerves if they’ve been rattled. We can be unnerved by all kinds of factors while on the job, from sleep deprivation to mood fluctuations to high-stress situations. If you ever feel like you’re going to lose it, try…

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by Ben McCarthy

3 Options for Reopening a Case in Salesforce

Comparatively speaking, different Salesforce organizations may vary in how they treat reopening a case in Salesforce. In my experience, there is no right answer; it all depends on how you deal with your cases internally and your business processes. Below, I give a few options of what can be done and…

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