September 21, 2022

A Guide to Salesforce Forms for Data Management

Salesforce Forms are a critical component of data management in Salesforce. Users can create, edit, and update lead, account, and contact records through forms.

These forms can be customer-facing or internal forms used by employees to create and update records. Salesforce Web-to-Lead Forms can be integrated directly into your company website, like a contact form, ensuring that customer[…]

August 17, 2022

Salesforce Activities 101: Tasks and Events

Salesforce Activities are used to track the interactions that your team has with Salesforce accounts and the leads and contacts that are related to them. The Activities consist of tasks, events, and calendars. Events and calendars are tied together, so we will treat them as one singular feature for this article.

Tasks and events act like record types, each with their own fields that can be[…]

August 08, 2022

6 Critical Reasons to Normalize Data

Most businesses have some awareness of the importance of customer data cleanliness. Accurate data on your customers and prospects is critical for segmenting customers, injecting data into marketing automation systems, and generally providing a better experience for those who engage with your brand.

When you think of data cleanliness, you probably think about missing data, data with typos and[…]

August 05, 2022

How to Avoid the Pitfalls of Salesforce Multi-Select Picklists

Salesforce multi-select picklists are notoriously tricky to use effectively.

On the one hand, their benefits are understandably alluring. Like single-select picklists, multi-select picklists provide standardization. They allow you to offer standard options instead of relying on a customer or employee to enter data into a text field.

Multi-select fields are ideal for specific types of situations.[…]

August 04, 2022

What Is Dirty Data? How Do I Clean It?

“Dirty data” is a term that describes any piece of data you collect that has issues or errors.  

For many companies, most records in their database have some issues. A study of clinical data showed error rates as high as 27% in some data fields. This can mean inaccurate data, missing information, or data entry mistakes.

The question is not whether or not you have dirty data. Every database has[…]

July 25, 2022

Salesforce Flow Cheat Sheet: Guide & Examples

Salesforce Flow represents the future of automation in the Salesforce platform. Growing out of Salesforce’s Process Builder and Workflow features, Salesforce Flow allows you to automate complex business processes and manual data entry.

Flows are multi-step automated logical processes that allow you to create new records, edit, or delete existing records based on criteria that you define. Flows[…]

July 22, 2022

How to Create an Approval Process in Salesforce


An approval process is a form of Salesforce automation that allows for records to require approval before moving forward through an operation. Approval processes in Salesforce can be used in an almost limitless number of ways. Any time a person in your organization needs to check a record for any reason, automating that task helps save time and creates consistent processes.

From granting a[…]

July 17, 2022

4 Powerful Benefits of Salesforce Communities

Advances in technology and automation have resulted in less human interaction overall. But in today’s tech-driven world, customers, employees, and executives are looking to connect on a personal level once more.. 

Customers want to build closer, trust-based relationships with the brands and products that they love. Employees, especially in a world that is becoming increasingly driven by remote[…]

July 13, 2022

What is Data Scrubbing and Why Is It Important for Companies?

Customer data is the core of every business. It dictates the way companies engage with customers and prospects. It plays a role across departments—marketing, sales, success, support—and ultimately defines your customers’ experiences with your brand.

However, simple data collection is not enough to improve customer engagement and experience. You must be able to actively use the data that you[…]

June 23, 2022

How Inconsistent Phone Number Formatting Complicates Deduplication

Staying on top of duplicate CRM data is a constant battle, and deduplication tools in popular CRMs typically only scratch the surface.

To identify and merge more duplicates, companies must match and merge using a broader spectrum of matching fields. Email is the most commonly used matching field. It is a uniquely identifying field that is likely to be similar across duplicate records.

In an[…]

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