New Business models like subscriptions and consumption-based pricing are catching everyone’s eye in order to build recurring relationships with customers. As a result, many industries either small, medium, or large scale are embracing technologies like IOT (Internet of things), AI (Artificial Intelligence). While this creates growth opportunities, it often strains the existing processes. This is…
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Salesforce Login Hours
Salesforce has many tools that help Admins and managers enforce company policies, processes, and procedures in the application. One of those tools is Login Hours. Login Hours stipulate when users can log in to the specified Salesforce org and are based on the user’s profile and settings. An example of when this may be helpful…
Salesforce CPQ Subscription and Renewal Settings
In a previous blog, I walked through how to navigate to the CPQ Package Settings as well as gave a general overview of what can be found in the settings tab. We also discussed the importance of not changing settings without first understanding the downstream impacts (assuming there is a CPQ implementation already in place). …
Reporting pt. 10: Custom Reports
In previous posts for this reporting series, we learned about Report Types and Formats. But what if you need additional information on a report that isn’t provided by the standard reports? That’s where custom reports in Salesforce come in handy! Today, we’ll be learning how to create them. Create a Custom Report Note: To…
Field History Tracking
A lot of times businesses need to track changes for a field on an Object. By setting field history tracking in Salesforce, users are able to see information regarding who has made what changes to a field and at what time. How to Set Up Tracking Go to Setup, click on Object Manager, and…
Multidimensional Quoting: Quickly Configure Complex Deals
When a Sales rep offers a deal to a customer, it starts with a quotation. As a result, that quotation is the main pillar of the sales deal. Today, we will talk about how a sales rep or an organization itself can improve the business with the help of a useful feature in Salesforce CPQ…