Articles, blogs, guides and how-tos about business automation and artificial intelligence.
30 October 2023
Choosing the right marketing automation tool is crucial for effective B2B marketing. With a plethora of options available, it’s essential to base your decision on specific requirements. In this blog, I compare Hubspot, Intercom, Customer.io and Mailchimp.
Read more27 October 2023
Show only the right picklist values for each record type in Salesforce, protect data quality, and get it done in minutes with the exact click-path.
Read more20 October 2023
As an administrator or developer, it’s important to have a deep understanding of Salesforce features and functionalities. One such feature is user impersonation, which allows you to temporarily assume the identity of another user in Salesforce.
Read more20 October 2023
A Salesforce setup plan for beginners: what to configure in week one, what to defer, and the decisions that come back to bite you if you skip them.
Read more20 October 2023
For organizations using Salesforce as their CRM platform, understanding and managing exchange rates is crucial. Dated exchange rates play a significant role in accurately reflecting the value of transactions, financial reporting, and global sales analysis within Salesforce.
Read more20 October 2023
Data security is of utmost importance and organizations rely heavily on secure platforms like Salesforce (SFDC) to store and manage their valuable information. To ensure the integrity and confidentiality of this data, SFDC utilizes digital certificates as a means of authentication and encryption.
Read more20 October 2023
Managing user permissions in Salesforce is crucial to ensure that your team members have the necessary access to perform their tasks efficiently. In this blog post, we will guide you through the process of allowing a user to edit contact currency in Salesforce.
Read more20 October 2023
Add a field to a Salesforce global action like New Event in minutes, with the two layout gotchas that quietly stop it appearing for some of your team.
Read more20 October 2023
One crucial aspect of Salesforce is its permissions and access control, which determine who can view, edit, and manage data within the platform. In this blog post, we will focus specifically on how to check who has permission to edit objects in Salesforce.
Read more20 October 2023
In the world of email marketing, Pardot is a powerful tool that helps businesses automate their marketing efforts and reach their target audience effectively. However, like any software platform, Pardot can sometimes throw error messages that can leave users scratching their heads.
Read more20 October 2023
In this blog post, we will explore the intricacies of Salesforce hierarchy and permissions and provide you with a step-by-step guide on how to grant edit access to lower hierarchy roles
Read more20 October 2023
Salesforce field visibility is controlled by field-level security on profiles and permission sets, not roles. Here is what actually decides who sees each field.
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