Helpful Resources
Explore our free library of ebooks, product guides, checklists, and more to help you level up.
Tool Directory
Top AI Tools for Salesforce
Get up to speed with our latest summary of:
Tools for Sales, Marketing, Support, Dev, and RevOps.
Native status and non-native considerations.
Recommended selection criteria for maximum ROI.
eBook
Building a Salesforce Center of Excellence
Learn how world-class companies are running their Salesforce operations for long term success.
What is a COE and why do you need one?
Who is involved in a Salesforce COE?
What’s the best way to get started?
eBook
Salesforce Optimization Best Practices & Tips
Stand on the shoulders of giants and avoid rebuilding the wheel with our curated optimization best practices.
How to perform an automated system audit in minutes.
Summary of key features that go unused in most orgs.
Recommendations for streamlining core objects & fields.
eBook
How to Use the Lead Object
One of the most commonly debated Sales Cloud topics is the Lead object. Let’s set the record straight.
Overview of the history and design of the Lead object.
Common misconceptions about the use of Leads.
Recommendations for conversion point and automation.
Product Guide
Data Cloud Guide
If AI is the new wild west, data is the new gold.
Product Guide
Einstein Copilot Guide
Is the juice worth the squeeze for your org?
Product Guide
Field Service Guide
Everything you need to know to get an MVP.
Product Guide
Salesforce Maps Guide
Best practices for quick setup and success.
Checklist
Partner Vetting Due Diligence Questions
Choosing the best possible Salesforce Consulting Partner is key to success.
Checklist
System Integration Due Diligence Questions
Integrations are some of the hardest types of projects. Proper preparation is critical.
Explore Our Blog for More
Blog Post
Free Salesforce Lead Scoring Solution
Don’t want to pay for Lead Scoring? Do a DIY build.
Blog Post
Current Trends in Revenue Operations
An overview of trends and terms to level up your RevOps game.
Blog Post
3 Quick Opportunity Upgrades
Best practices to improve your pipeline velocity and win rates.
Resources Lead to Results
“Wolfic has set a new bar for software-related consulting in my mind, and one that other consultants will have a hard time meeting or surpassing.”
Customer Success Manager | Tech & SaaS Industry
“I truly feel like your team is a seamless extension of ours. When our admin left, being able to rely on you to step in and provide better results, faster, at a lower cost was incredible.”
Co-Founder | Professional Services Industry
“Efficient and effective. They do what they say they’re going to do.”
Account Manager | Travel Industry
“Wolfic fixed our pain points, prevented looming issues, and helped us seize opportunities we weren’t even aware of. Their clear and simple Success Roadmap keeps all of our stakeholders on the same page and helps us maximize our Salesforce ROI.”
IT Director | Finance Industry
“We could not be more satisfied with the return on investment we have gotten from our partnership with Wolfic.”
CFO | Nonprofit Industry
“We love that they’re frank and honest with us when we ask them to solve an issue in a particular way that would be a lot of hours for them, but could be built in a simpler or cheaper way.”
CIO | Professional Services Industry
“Wolfic’s ingenious method of mimicking other apps using native functionality allowed us to reduce our tech stack bloat. Now we have a single source of truth that we actually trust to rely upon for critical business decisions.”
CTO | Retail Industry
“Wolfic has consistently delivered an amazing consulting experience for us over the years. We plan to continue keeping them on a monthly retainer for the foreseeable future.”
Partner | Real Estate Industry
“We highly recommend them as a Salesforce Consulting Partner, especially if you're local to Portland or have a presence in the Pacific Northwest.”
Head of Staff | Manufacturing Industry
“The Wolfic team has earned their place as our trusted strategic advisors and technical experts as we continue growing on the Salesforce platform.”
Head of Product Design | Manufacturing Industry
“Our Lead Consultant consistently goes the extra mile to make it easy for us to succeed with Salesforce.”
VP of Engineering | Manufacturing Industry
“They've helped us see what the platform is actually capable of without overselling us on things we don't need.”
Head of IT | Public Sector
