
David Roberts
IndividualPopular Salesforce Blogs

Go Green – Paper to Digital to Salesforce
It’s a known fact that paper forms are still in use by many industries and the impact is both on the environment and on the…

Top 7 New Salesforce Flow Features in Winter 23
I usually go right to the Salesforce Flow area when the Salesforce release notes are out because, well, there is already a lot of amazing…

How to do a Successful Marketing Cloud Personalization Implementation?
To personalize and manage real-time interactions with your customers, Salesforce Marketing Cloud Personalization is a potent tool. But you need to plan and execute it…
Popular Salesforce Videos
How to Close Complex Deals Fast with Salesforce CPQ+
CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.…
UiPath automation for Salesforce | REST API commands | OAuth2 | Download files | Without activity
How to send a raw REST API command from UiPath to Salesforce without using custom activities. 0:00 Intro 1:35 OAuth2 4:10 Download files from a case, opportunity, account,…
How to Create Opportunity Teams | Salesforce Tutorial
Want to give all the people who help out on your opportunities easy access to the opportunity record in Salesforce? Or maybe you've got an…
Popular Salesforce Infographics

How Sales Reps are Staying at the Top of Their Game | Salesforce Guide
Sales reps around the world had to rapidly adopt new methods to work around lockdowns and travel restrictions. In some cases, this meant learning new…

Future of Salesforce CPQ
Salesforce CPQ is a highly dependable tool that provides an accurate pricing strategy by configuring, pricing, and quoting the products of each company based on…

10 Must Know Salesforce Stats
It’s no secret that Salesforce have been named number #1 most innovative company in the world 3 times over. We have summed up some of the key…