An Architect’s Guide to Salesforce Integration
Jacqui Park is a Senior Salesforce Solutions Architect at RafterOne with over a decade of experience consulting, building and delivering solutions to customers. She’s a Salesforce-certified specialist in digital transformation, CRM & Enterprise Resource Planning […]
HubSpot and Salesforce: An Expert on When To Choose and When To Integrate
HubSpot and Salesforce are two of the most popular platforms for CRM and marketing automation. So how do you pick the right one?
The 13 Best Salesforce Integrations
Get details on the best Salesforce integrations on the market in 2024 to help your team automate, integrate and scale your organization. Businesses around the world trust Salesforce to align their marketing, sales, support, and […]
How to Quickly Set up a Trello-Salesforce Integration With Two-Way Updates – Unito
Share task details between Trello and Google Calendar with Unito’s automated 2-way sync.
How to Set Up a ServiceNow-Salesforce Integration (2 Methods)
ServiceNow and Salesforce are widely used in enterprise-sized organizations, but need an integration to work together. Here are some options.
Salesforce Case Management – Best Practices from A Service Cloud Consultant
Urgency is the name of the game when it comes to Salesforce case management in Service Cloud. The initial response time to a customer’s problem is the most crucial factor, often making the difference between […]
CRM and Pipeline Management for Content Marketers: Measuring Success with Lauren Lang
How does content marketing impact an organization’s success? How should content marketers think about CRM and pipeline management? These questions are hotly debated across channels where marketers gather to discuss strategies and tactics for helping […]
How To Set Up a No-Code Salesforce-Smartsheet Integration
This tutorial will show you how to connect Salesforce objects to Smartsheet that works as effectively for one user as it does scaling for larger teams. The end goal here is to set up a […]
Ultimate Guide to Salesforce Opportunities
Salesforce Opportunities allow sales teams to track potential deals until they turn into successful sales. Here’s how.
How To Set Up a No-Code Salesforce-ServiceNow Integration
Here’s how to configure a no-code 2-way flow that turns Salesforce cases into ServiceNow incidents and back without scripts or spokes.
The Ultimate Guide to Salesforce Contacts
Salesforce contacts allow your team to centralize contact information for their sales and marketing efforts. Here’s how that works.