Salesforce has continued its investment in the development of Flows in recent years. Flows replaced Workflow Rules and are an intuitive, canvas-based method of designing automations. But what are the common use cases for Flows? Record Triggered Flows The most common use-cases for Flows are to automate the updating or creation of records from a […]
Adam Wonnacott
From Poacher to Gamekeeper : Building a Career in Salesforce
Having just achieved my 10th Salesforce Certification, Application Architect, I wanted to share a little about why I chose Salesforce consulting as a career change and what I learned in the process. If you’re working in sales and thinking about a career change to Salesforce, I hope it helps and if you want any advice, feel free to DM me on LinkedIn!
Getting It Right First Time: The Value of Salesforce Consulting Partners
Based on several studies over the past 20 years, around 50-70% of CRM projects fail.
Getting it right isn’t easy; which is why Salesforce Consulting Partners like Appdraft exist. Here are just a few examples of the complexities that you’ll need to tackle; whether or not you’re into DIY!
An Exact Science: Forecasts in Salesforce
Sales Forecasts help businesses understand how they’re tracking against revenue expectations.
The Forecast and Quota tools in Salesforce Sales Cloud are some of the most under-used but effective tools in the Sales Cloud suite.
This article looks at Forecasts in detail, together with some recent advancements in the Salesforce Spring ’22 release.
Salesforce Showcase: Salesforce + Xero Integration
Xero is one of the most popular accounting apps for SME’s. Salesforce Sales Cloud is the world’s number one CRM. What happens when you combine the two? At the very least, you can expect the Sales teams to be able to focus their efforts more strategically on the right clients; but the sky’s the limit! […]
Email Integration in Salesforce
Brief explainer of the options available in Salesforce for integrating email
The Salesforce Sales Cloud Top Five
Top tips for making the most of Salesforce Sales Cloud; including leveraging automation, mobile experience and integrations.
The things no Salesforce Sales Cloud instance should be without!
One less thing to worry about: A robot apocalypse
Should you be worried about robots stealing your job? ‘Robots’ are an emotive epithet; is this just a continuation of a theme of efficiency driven by technology?
The many reasons spreadsheets are not your friends
People love spreadsheets. They’re a comforting way to push data around and track changes. BUT, there are many reasons why spreadsheets don’t work beyond the most basic of use cases. Here’s why we shouldn’t be afraid to shake off the limitations of spreadsheets and move towards a database structure.
87% of credit managers admit systems automation would increase efficiency
87% of respondents in a recent D&B / CICM survey believe automation will improve the efficiency of their team in the next three years; but most have made little progress towards their digital transformation goals.