Curiosity in Action

Salesforce automation has come a long way—and so have the best practices around managing it. While the “one Flow per object” model served its purpose, today’s tools and capabilities open the door to a more flexible and scalable approach.

At Cloud Giants, we're embracing a modular Flow framework—and recommending you do the same.

Whether you’ve just landed a new sales job, inherited a new account, or are looking to grow your existing client relationships, account planning is key to long-term success. A well-structured plan helps you understand your clients, identify opportunities, and align your efforts to drive revenue and build strong partnerships.

Salesforce has created a vast ecosystem, and as typically happens, names change and Three-Letter Acronyms (TLAs) seem to pop up every other day. This can be difficult to keep track of, but it’s important to do so - especially when you’re making decisions around which products are the right solution for your business. 

Feeling like you can’t keep up?  Don’t worry, we’ve gathered the most frequently talked about salesforce acronyms and products so you don’t have to! Here’s a curated list of common Salesforce acronyms, products, to help you navigate the Salesforce ecosystem with confidence, we’ve also included a few insights on navigating contracts.

Migrating to Salesforce Service Cloud? Don’t bring the junk drawer! Learn how to move only what you need, keep key historical cases, and avoid cluttering your new system. Read our guide to smart case migration strategies.

A key strategy for business growth is to expand your footprint with your existing customers. This article outlines best practices for using Salesforce CPQ Amendments to do just that.

Data Cloud! You've probably heard of it if you have recently spent time in or around the Salesforce ecosystem. What is it, why should you care, and how do you get started? So glad you asked, you’ve come to the right place! Check out the blog below to learn more.

Mergers and acquisitions (M&A) are inherently complex, bringing together different corporate cultures, business processes, and tech stacks. One of the most challenging aspects of any M&A is the integration of Salesforce instances. 

For tips on doing this successfully, check out the flow blog below.

Partner Deal Registration is a powerful tool for fostering stronger partnerships, increasing pipeline visibility, and minimizing channel conflict. In this blog, we explore why deal registration is essential for partner-driven sales and how to implement it effectively within Salesforce Experience Cloud. From customizing record layouts to setting up security and file-sharing best practices, this guide walks you through the key steps to streamline your partner sales process. Whether you're looking to improve collaboration or reduce friction in your channel strategy, these insights will help you build a scalable and efficient partner ecosystem.

Too often, companies buy enterprise software in isolation, reacting to deals and pressure rather than following a strategic roadmap. The result? A bloated tech stack, redundant tools, and wasted spend.

Before you buy new software, ask:
✅ Are we solving a real business problem—or just adding complexity?
✅ Could we achieve this with existing tools and better configuration?
✅ Have we evaluated the total cost of ownership beyond the discount?

It’s easier than ever to buy software—but harder than ever to scale it down. Before saying yes, make sure the best answer isn’t not yet.

Customer Health is a very popular part of any organization these days but a lot of companies struggle with how to get started, how to get buy-in, where to build it and how to maintain and evolve it.

This article outlines buy-build considerations, common mistakes, and how we’ve have success modeling this in Salesforce.

At Cloud Giants, we hold our Core Values sacred, especially “Have Fun.” It energizes our professional culture and shapes our interactions with clients and colleagues. As technical consultants, staying on top of topics like Artificial Intelligence and Salesforce isn’t just beneficial; it’s essential. With so much to know, especially as this relates to Salesforce, it’s important to find ways to make learning less daunting, and more dynamic. At the company level, we want to get everyone involved and create a way to let our coworkers showcase their creativity. So, how do we transform a steep learning curve into something enjoyable? We turned it into a competitive showdown with a twist!

As your organization expands its Salesforce ecosystem, you may encounter new Clouds that require additional expertise. One area in particular is Experience Cloud, which can feel overwhelming if you're just starting out. To help you get up to speed, our very own Reagan Cloninger has put together a comprehensive guide designed to simplify the learning process.

In this expert guide, Cloud Giants shares proven strategies to automate renewals, enhance forecast accuracy, and uplift pricing for B2B subscription businesses. Discover insights from over 100 successful CPQ projects!

Dreamforce 2024 is over and as always there was a lot of information to absorb. To help you cut through the noise, we’ve compiled some of our favorite product announcements and top learnings.

Join an exclusive panel discussion on Optimizing U.S. Taxation Across Salesforce and NetSuite with subject matter experts from Cloud Giants, 360 Subscription Billing and Avalara.