Latest From the Blog
Can I integrate Salesforce CPQ with Sage Intacct?
Salesforce CPQ (or Configure, Price, Quote) is the hottest addon today. We often have clients asking if it’s possible to integrate it with Sage Intacct. So, the good news is yes. CPQ is built 100% on Salesforce, meaning it is completely accessible through their robust API. Every object that is doing its magic behind the scenes is available to push and pull data by middleware (like Workato for instance).
How can non-profits generate year end giving statements from Salesforce?
As with most things in life, the answer is… it depends. Mostly it depends on how clean your data is, how much time you want to spend manually reconciling or merging data, and how much money you’re willing to fork over to automate the process. But all that to say, you can do it, and this post shows a few ways it can be managed.
How much does it cost to integrate Salesforce with Sage Intacct?
Let’s start with the obvious: it all depends on how complex the ask is. How many different kinds of data are coming from many areas of each system? And what kind of automations are we trying to trigger once the data has moved from one system to the other. And what needs to happen once that data has been synchronized between the two?
How to Set Up Einstein Search & Leverage Two of its Best Hidden Features
While we like just about every improvement Eintsein brings to Salesforce’s search—like the super fast search results, or the ability to search with phrases—one of the truly hidden gems is how quickly to you can get to related lists without even clicking a single link.
Does Workato offer discount pricing for non-profits?
The short answer is yes. Workato does indeed offer discounted pricing for valid non-profit organizations. But the details can be a bit tricky.
How do I move from Salesforce Classic to Salesforce Lightning?
While Salesforce Lightning (their newest user interface paradigm) has been around for a few years, moving from Classic isn’t as simple as a flip of a switch. And there are—typically—costs associated with the transition.
However, don’t fret just yet.
How much does it cost to go from Salesforce Classic to Salesforce Lightning?
While Salesforce Lightning (their newest user interface paradigm) has been around for a few years, moving from Classic isn’t as simple as a flip of a switch. And there are—typically—costs associated with the transition.
However, don’t fret just yet.
What’s the difference between a Salesforce Instance and an Org?
In short, a Salesforce Instance is the installation of Salesforce’s software that resides on a server (or group of servers likely). An Org is your specific organization’s data and meta data. Salesforce has multiple orgs residing on the same instance. Your data is itself contained within your org which can share the same instance as hundreds or even thousands of other orgs.
How do I start a career in the Salesforce ecosystem?
Boy, this is a big topic. And we have LOTS to say about it, but per usual, our advice starts with a lot more questions. Like, what kind of work do you want to do? Do you want to work for a large consulting firm, a mid-sized company, or a boutique? What kind of clients do you want to have? What kind of projects do you want to work on.
Resources
Top 5 Reasons Integrations Fail & How to Avoid Them
Don’t get caught holding the bag. Before your integration has a chance to go wrong, read this free white paper to help you chart a winning course.
How to Create Seamless Digital Process Integrations
Want to be the hero that finally gets your company’s systems talking to each other and on the same page? Our free white paper gives you the secret.