Mastering Salesforce Data Relationships: Using Schema Builder for Effective Reporting Sales Operations needs to understand the company data model before being able to create basic reports and dashboards. When you install Salesforce, there are few standard objects like account, contacts, and opportunities. As the company grows, you’ll need to create dozens of custom objects, and…
Design flexible processes with Jitterbit Cloud Data Loader As the saying goes, garbage in, garbage out. Poor data quality produces poor insights. Sales Operations has to check and improve data quality in all systems. In another post, I explain why you need consistent processes. In this post, I’ll show you one way of designing flexible…
How to get started as a Salesforce administrator CRM, quoting, lead generation, social selling, email cadences… a Salesforce administrator needs to master sales tools. As I write, the only CRM I’ve used is Salesforce.com, and I can tell it isn’t easy to learn. In this post, I’ll share few resources I’ve used to develop Salesforce…