Many Salesforce admins will know you can take users out of Excel, but you can’t take the love for excel out of some users. While powerful and modern, Salesforce...

At some point in your Salesforce career, whether as an accidental admin or as a seasoned consultant, you will find yourself in a well-used org with a lot of...

Standardize and validate your address values, right from the point of entry. Establish a way to obtain clean data from any source, as well as intelligently cleanse the data...

Salesforce deployments are difficult, time-consuming, and require a high level of coordination between project teams. This well-known fact is especially true for large releases such as complex pieces of...

Admins could spend hours creating data backups, such as manually exporting and importing data back and forth between Salesforce and Excel. While this is one option, it’s the least...

PandaDoc is a document generation vendor that integrates seamlessly with Salesforce to produce professional documents. It takes minimal time and effort to get set up. PandaDoc is not just...

TaskRay is a Salesforce native, customer onboarding and project management application, designed to make projects organized, repeatable, and scalable. TaskRay enables you to deliver flawless customer service, automate and...

S-Docs is a document generation tool that allows users to create, manage and generate templates in multiple formats to meet all their document generation needs. S-Docs prides themselves on...

Does your organization use the Account object extensively? Looking at the standard Salesforce interface, there is much to be desired. There is a wealth of data stored at the...

Natterbox provides a complete, Salesforce native telephony platform, accelerating productivity and increasing customer satisfaction. Launched in 2010, they believe that utilising telephony and voice technology should be as easy...