Get Ready for the Salesforce Winter ‘25 Release
Like you, we are Salesforce users and we love any feature that makes our lives just a bit easier, and our system a bit more usable. Keep reading to learn the top features we are excited about!
Account Teams vs Enterprise Territory Management
A lot of companies find themselves needing to manage a complex Account Management scheme out of Salesforce. What’s the right solution: Account Teams or Enterprise Territory Management? I have solved this general design challenge in a number of different scenarios and situations for clients.