Salesforce For Outlook is Retiring: What You Need to Know about Salesforce Email Integrations

The Salesforce for Outlook integration has helped countless Salesforce users sync their email, contacts, tasks, and calendars between the two systems. However, come the Winter '20 update, expected this December, Salesforce will officially retire this integration. Salesforce for Outlook's pending...

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Drive Sales and Services Results with Salesforce PSA Products

Professional service automation (PSA) products can elevate the Salesforce user experience in several significant ways. Businesses in the professional services vertical often have multiple moving parts, both within a single project as well as across an entire program portfolio....

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Planning a Successful Salesforce Data Migration

Merging multiple Salesforce environments is a complex procedure. The process can prove particularly complicated when combining legacy Salesforce systems with histories spanning several years. Some Salesforce CRMs could hold 10+ years' worth of records, installed packages, integrated marketing automation...

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Tap Into the Power of Salesforce’s Historical Trend Reporting

Tracking and managing the sales pipeline can play a crucial role in the success of any organization. However, in today’s fluctuating economy, consistently evaluating several key (and rapidly changing) factors can provide the mission-critical insight that sales leaders need...

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Advantages of having a data dictionary (even if you’re not a back end user)

Let’s face it, data dictionaries are boring and we rarely have the time to build them, let alone, update them regularly. However, data dictionaries can often be a critical lifeline that can help identify key areas of improvement, outline...

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The 5 Advanced Salesforce Reporting Features You May Not Know About

Salesforce reporting is powerful, easy to use, and always improving. With an intuitive drag-and-drop interface and dozens of free pre-built dashboard templates on the app-exchange, building a clean and insightful dashboard in a matter of minutes is commonplace for...

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Three Reasons You Should be Using Lightning Flow

Lightning Flow is the latest “hot” feature in the Salesforce world. Sitting in-between process builder and custom Apex, Flow is declarative programming, or programming with clicks, not code, offering a drag-and-drop solution for automating complex business processes. With two...

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Leverage Sadhana Consulting’s On-Demand Services to Maintain Pardot Functionality

Pardot offers users in a wide range of industries and Salesforce environments extensive marketing automation capabilities. Sitting on top of the Salesforce CRM, Pardot automates several mission-critical sales and marketing functions, empowering entire teams to discover prospects, nurture existing...

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Sadhana’s Admin On-Demand Services Helps Users Optimize Kimble PSA Products

  At Sadhana Consulting, we recognize that many of our Salesforce partners are currently navigating through a completely new version of what "business as usual" looks like. At this point, COVID-19 has made an impact on most companies across the...

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3 Effective ways to Support Your Customers During a Crisis.

First off, let’s just say there are no “best practices” for dealing with a crisis. While we all adapt to the new normal, here are a few quick tips to help you efficiently communicate with your customers and aid...

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