Kristin Herman
MemberPopular Salesforce Blogs
4 Crucial Sales Challenges Solved by Salesforce CPQ
Which of the following questions regarding the sales performance of your team are bothering you? Are the reps spending too much time on non-selling strategies?…
Managed Services vs. In-House Salesforce Management: Choosing the Best Fit for Your Business
In today's competitive business landscape, Salesforce has emerged as a leading CRM platform, empowering organizations with tools to streamline operations, enhance customer experiences, and drive…
Coveo For Salesforce in Community
Introduction Coveo provide AI-powered search for every Salesforce customer inside Service Cloud, Community Cloud, and App Cloud. Following key points for Coveo Search: It gives your…
Popular Salesforce Videos
Business Days in Salesforce CRM Analytics (Tableau CRM)
It's common for businesses to want to take business days into account when showing data on a dashboard in CRM Analytics (formerly Tableau CRM) to…
How Is Salesforce Overcoming the Rise In Generative AI?
Discover how Salesforce is harnessing the power of Generative AI to revolutionize customer experiences, streamline processes, and innovate like never before. In this extract discover…
2020 Salesforce Admin Certification - OWD - Record Level Security
Learning Objectives After completing this unit, you’ll be able to: Describe the difference between an object and field-level security Describe how to set org-wide default…
Popular Salesforce Infographics
9 Steps for Building a Useful Price Quote Template
Price quotes are among the most fundamental components of a sales unit’s library, yet too many sales managers treat quotes as a perfunctory measure that…
What You’ll Get with the Salesforce MVP Infographic
We scanned the profiles of Salesforce MVPs, both past and present, searched high, low, near and far to provide insights into what it specifically takes…
The 6 Greatest Benefits of CRM Platforms | Salesforce CRM
A CRM platform helps companies target different audiences, set scores and alerts based on an individual lead or customer’s activity, proactively work with contacts and…