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.

 
 
 
 

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