Helpful Resources
Explore our free library of ebooks, product guides, checklists, and more to help you level up.
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
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?
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.
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
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
Agentforce 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.
Explore Our Blog for More
Free Salesforce Lead Scoring Solution
Detailed instructions for avoiding a Lead Scoring subscription.
Current Trends in Revenue Operations
An overview of trends and terms to level up your RevOps game.
3 Quick Opportunity Upgrades
Best practices to improve your pipeline velocity and win rates.