Recent Blog Posts

Data Migration

Data migration process: Identify stakeholders. Create data map for them, communication with them is important. Data analysis. Identify data to be migrated, correct approach for migrating data, whether it requires cleaning, how it should be stored in Salesforce. Data and…

Sales Cloud Analytics

Five main options: standard reports, custom reports, reporting snapshots, app exchange dashboards and historical trend reporting. Standard sales reports: Active, neglected or new accounts/contacts Opportunity reports Lead reports (how long to respond, neglected leads etc) Forecast reports Campaign reports Custom…

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