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What’s the difference between a Salesforce Instance and an Org?

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?

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.

Can you integrate Shopify, Salesforce, and Sage Intacct?

Can you integrate Shopify, Salesforce, and Sage Intacct?

If you’ve seen a few of our other videos, you’ll know our answer is, “of course you can! But…” In this case, the but really is a question of approach. Each system has great, very well-built, well-documented, and well-tested APIs which can be used to push and pull information, however, there are many questions that need to be considered before a plan is executed upon.

Can you integrate Procore with Sage Intacct?

Can you integrate Procore with Sage Intacct?

The simple fact is, just about any system with an API (application programming interface) can theoretically be connected with another system that has an API. Those API’s allow data to be pushed and pulled from each system, either on a specified timetable or automatically when data is updated. In the case of Procore, we have built our own connector via Workato that allows us to move just about any data between the two systems, seamlessly.

Can I do accounting in Salesforce?

Can I do accounting in Salesforce?

While all things are possible, and Salesforce certainly has the horsepower to tackle many a task it wasn’t implicitly built for, we believe that a best-of-breed approach is the best solution. That’s why we have integrated Salesforce with Sage Intacct (a few hundred times).

Is Salesforce free for non-profit organizations?

Is Salesforce free for non-profit organizations?

Spoiler alert: yes, Salesforce offers non-profit organizations who have their 501c(3) certification from the IRS a 10-person product grant to their Enterprise Edition. And wait, it gets better: this also applies to higher education institutions as well.

What’s the difference between Salesforce Non-Profit Success Pack, and Enterprise Edition?

What’s the difference between Salesforce Non-Profit Success Pack, and Enterprise Edition?

In short: Salesforce has multiple tiers of its core CRM product — Group Edition, Professional Edition, Enterprise Edition and Unlimited Edition. Each varried level of licensing enables different functions within the core platform. The Non-Profit Success Pack (or what used to be called the Non-Profit Starter Pack) or “NPSP,” overlays on top of the core platform. So the question isn’t “do we have Enterprise Edition or do we have Non-Profit Success Pack?” They’re two completely different things that are complimentary to, not divergent from one another.

Resources

Top 5 Reasons Integrations Fail & How to Avoid Them

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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.