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 […]
Tag: automation
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
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.
The Death of a Spreadsheet
You wouldn’t use a calculator to do a job for a spreadsheet (or vice versa, assuming you have a calculator to hand). By extension, with the wealth of technology solutions available to business today, why do we continue to rely so heavily on spreadsheets?