How to Export a Salesforce Report to Excel (2 Methods)
Salesforce reports are essential for knowing how your sales team is performing, and spreadsheets are one of the best ways to share them. Here’s how you export Salesforce to Excel.
How to Build a Jira to Salesforce Integration With Unito
In most organizations, collaboration between teams in Salesforce and developers in Jira is only possible through a ton of emails and copying and pasting data back and forth. When a deal depends on development work […]
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?
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.
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.
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.
How to Set Up a Salesforce→Outlook Integration (2 Methods)
Need a Salesforce to Outlook integration? Here are the two best methods for setting this up, including a 2-way sync solution.