A 6-Point Checklist for Merging Organizations in Salesforce

2022-05-30T03:42:56+00:00

A 6-Point Checklist for Merging Organizations in Salesforce Companies managing multiple Salesforce instances often need a single integrated view of process and customer data that cannot be stitched together across multiple instances while maintaining high data integrity and excluding duplicates. At this point, merging organizations in Salesforce from separate instances into a single consolidated organization may present the best long-term solution. Organizational mergers involve several technical and project management challenges that should be considered in advance. In this guide, you’ll learn

A 6-Point Checklist for Merging Organizations in Salesforce2022-05-30T03:42:56+00:00

8 Salesforce Project Management Best Practices Teams Should Use

2022-01-27T17:15:14+00:00

8 Salesforce Project Management Best Practices Teams Should Use Do you want to improve your team's Salesforce project management? Strong project management is essential to Salesforce success. You can improve your success rate and reduce costs by following these Salesforce project management best practices.  Project management is essential for keeping large and complex sales deals on track You can use Salesforce for project management or integrate third-party project management apps with Salesforce CRM To ensure a successful project, define

8 Salesforce Project Management Best Practices Teams Should Use2022-01-27T17:15:14+00:00
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