Let’s go with the (Salesforce) Flow

Deciding which Salesforce automation tool to use can be a challenge. In this blog our Salesforce Administrator Noemi Juan looks at three commonly used tools and the advantages and disadvantages of each.

Change Management for Salesforce Projects

Many businesses believe that changing or upgrading their technology platform will help solve their issues, but are left disappointed when the project fails.

As our Business Development Manager, Yaou Smets outlines, ensuring successful change management involves a lot more than simply implementing new technology.

How to manage junk cases in your org

With the evolution of digital technologies and social media, customer service, customer satisfaction and customer experience have become key drivers of running a successful business.

Spring 21 Release – New Pardot features are coming

The Spring 21 release is due to hit all orgs in early February and has some new features for the Pardot users among us.

How a CRM helps you know your customers

With many businesses losing their ability to interact face-to-face with their customers, having a full understanding of their needs and ensuring a good customer experience has never been more important. However, doing so can seem like a daunting task, especially when times are changing.

Winter ’21 Release Notes

Salesforce’s Winter ‘21 Release is due to be rolled out later this month with a stack of upgrades and new innovations. Here’s what to expect.

Dealing with Tangled Salesforce Orgs

We’ve all been there. You suddenly get an error message for something in your Salesforce org which was working just fine yesterday. You look into the problem only to find that the solution isn’t a simple fix. Somewhere along the line, your org structure got tangled, but how did you get to this place of errors, mess, and confusion?

Summer ‘20 Release

After being postponed earlier in the year due to COVID-19, Salesforce’s Summer ‘20 Release is almost ready for deployment. Here’s what to expect.

Implementing Salesforce with an agile method – what does it mean?

People use the word agile a lot in business and it can mean many things in different contexts. The question is, what does “being agile” mean to SalesFix and how does it impact the projects we deliver?

When it comes to data security – who is responsible for ensuring best practice?

One of the most important aspects of any implementation is data security. Projects of all sizes should go through this rigor to shield information, although the responsibility for ensuring best practice can fall to different areas depending on the size of the business.