Salesforce Best Practices: Choosing Solutions from the AppExchange
The Salesforce AppExchange has over 3,500 solutions available to choose from. So how do you get down to brass tax and decide on one?
Team CG Slack Chat: What Clients Can Expect from a Great Consultant
There’s nothing we love more than geeking out with others over CRM technology and how it can help people work smarter rather than harder. Read the latest CG Slack Chat to see what we’re discussing as a team.
Our Top 5 Salesforce Resolutions to Rock the New Year
Our top five new year’s resolutions to benefit your investment in Salesforce and rock the new year.
Salesforce Best Practices: State and Country Picklists
State and country picklists can be incredibly beneficial, but a savvy Salesforce admin knows there are multiple approaches to implementing them. Knowing which is best for your business can maximize your budget and streamline your process.
Salesforce Report Clean Up: Where Do I Start?
Nearly every Salesforce customer uses the reporting feature extensively. But where do you start with Salesforce report clean up? And how do you keep reports and dashboards running optimally?
Salesforce Duplicate Management: 7 Implementation Tips
"Oh my goodness, I've been waiting so long for duplicate management, I CAN'T WAIT TO TURN IT ONNN!!!!" - Says many a Salesforce customer. Yes, its SUPER exciting, I am definitely jumping up and down about this, but slow down, wait a minute. Don't rush in and just turn it on, its tempting, but you want to take a pragmatic view of this - Turn it on too much too fast, and your users are going to be upset - maybe even stop putting data into the system.