Introduction Salesforce integrations always look tidy in planning sessions A few systems. Some arrows on a slide. Someone confidently saying, “This should be straightforward.” And for a while, it is. The integration passes testing. Demos go well. Stakeholders sign off. Everyone moves on. Then real usage begins. A few weeks later, small cracks start to […]
Introduction If you’ve ever watched a sales team juggle leads in spreadsheets, update deals in three different tools, and still miss follow-ups — you know exactly why Salesforce Sales Cloud features matter. Sales teams today don’t just want a CRM; they want something that moves as fast as they do. Something that keeps them sharp, […]
Introduction Should you turn to a Salesforce consulting partner or a Salesforce managed service provider (MSP) when planning your next CRM initiative (or ongoing support)? That’s the question I often hear from marketing leaders, and here’s the kicker: there’s no one-size-fits-all answer. Each serves a different purpose — and choosing the “wrong” one can mean […]
Introduction If you’ve ever worked in a support team, you already know the drill: someone logs a High-priority Case, everyone assumes “someone must have seen it,” and then… nobody actually does. Until it’s too late. So let’s fix that with something simple and surprisingly powerful: Whenever Salesforce gets a High-priority Case → n8n catches it […]
Introduction If you’ve ever needed to display related contacts in Screen Flow without writing a single line of Apex, this walkthrough will save you time and headaches. Screen Flows already offer guided, interactive experiences — but with a few smart configurations, they can also react dynamically to user inputs. In this guide, we’ll create a […]