salesforce

    Salesforce Change Management Best Practices
    July 31, 2018

    After speaking with a colleague the other day, they asked me what are the best practices for change management within Salesforce. This article will dive into how I manage changes in Salesforce using a Salesforce custom object used to build […]

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    Sales Operations  / Salesforce

    Process to Automatically Change Contact Owners to the Account Owner in Salesforce
    March 25, 2018

    How can you align the contact owner with the account owner in Salesforce, automatically? There are many ways and reasons to do this, and unfortunately, is greater than the scope of this article. These Salesforce support requests below cover some […]

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    Sales Operations  / Salesforce