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.

If your AI Agent needs to be quality information and knowledge, what exactly does that mean and what are best practices I should adopt to empower my AI strategy?

Unpacking the need for structuring data in CRM and CPQ/RCA so organizations can elevate sales planning and capture whitespace

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.