David Roberts
IndividualPopular Salesforce Blogs
Create Record Types Unit | Salesforce Developer Guide
Simply put, Salesforce record types allow you to recommend alternative business procedures, choice list values, and page layouts to different users. By supplying distinct checklist…
CPQ Implementation in Salesforce: Challenges and Best Practices
A CPQ software solution can alleviate many, if not all, of the pain points associated with accurate sales quotes. By automatically fetching product details, calculating…
Reasons Why Commercial Banking Should Consider Moving to Salesforce Financial Services Cloud
The banking industry has completely transformed and now what matters the most is how a bank is able to deliver personal experiences to its customers…
Popular Salesforce Videos
How to Start Your Career in Salesforce?
Are you still confused about "How to start your career in Salesforce?" Get your answer now! We hope you enjoy the video and it helps…
Generative AI: What Are Its Benefits For Businesses?
Imagine a world where computers can help businesses come up with creative ideas, solve tricky problems, and even predict what customers might want next. That's…
Governor Limits in Salesforce | Video Tutorial
Watch this amazing video to learn all about Governor Limits in Salesforce and a description of Governor Limits in Salesforce. If you have any doubts…
Popular Salesforce Infographics
Salesforce vs. HubSpot: Which CRM is Best For Your Business?
Salesforce has highly customizable lead management and scoring, while HubSpot can get small businesses up and running quickly with lead generation via content marketing. HubSpot…
How Does Salesforce Use Slack To Collaborate and Connect?
Salesforce and Slack bring together all your teams with the apps and data they need in a single, collaborative workspace. Plus, Slack Connect functionality lets…
How Artificial Intelligence Helps Sales Teams
AI is built into many different CRM software and platforms including Salesforce. In particular, Salesforce uses its proprietary Einstein AI. It helps companies find unexpected…
