A Guide to Apex Triggers in Salesforce

As companies begin to expand the number of ways in which they use Salesforce within their organization, they look for more in-depth and automated ways to take care of specific tasks in the system. And...

Hidden Duplicates: 11 Advanced Ways to Identify & Deduplicate Customer Data

If you are responsible for managing customer data, it is almost certain that you have dealt with the headaches that duplicate data creates. Whether that duplicate data ended up in your system as the r...

A Guide to Salesforce Record Types vs Page Layouts

Do you want to customize the object pages that your users see in Salesforce? Are you confused about how to go about it? Maybe you aren’t sure whether you should use page layouts or record types—partic...

How to Create a Salesforce API Usage Report and Manage your API Calls

There is nothing more aggravating than hitting your Salesforce API usage limit. Your company grinds to a halt. Apps stop talking to each other. Data is blocked from being added to your CRM. Maybe cert...

How to Merge Salesforce Accounts Flexibly and Automatically

Duplicate accounts in Salesforce can be a serious problem for account-based sales and marketing teams. Duplicate accounts break your single customer view and can cause confusion among your teams. The ...

5 Common HubSpot Data Quality Issues and How to Fix Them

If the average company dug into their Hubspot database, most would quickly find many data quality errors. These errors have a negative impact on marketing, sales, and customer service teams. Don’t wor...

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