Salesforce Blog
Expert insights, best practices, and success stories from the Salesforce ecosystem
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Weekend CRM Maintenance Checklist: Keep Your System Healthy
Keep your CRM healthy with our weekend maintenance checklist. Data cleanup, integration checks, and performance optimization for Salesforce & HubSpot
Salesforce Slack Integration: The Complete 2026 Setup Guide
Master Salesforce Slack integration in 2026. Connect teams, automate notifications, and close deals faster with real-time CRM collaboration. Complete setup guide with ROI calculator
Revenue Intelligence 2026: Build a Forecasting System That Sells
Upgrade your forecasting with Revenue Intelligence. Risk scoring, pipeline inspection, and a 30/60/90 rollout plan to improve forecast accuracy by 5-10% in your first quarter
Your 2026 ROI Dashboard: The Metrics to Track Weekly (Salesforce + HubSpot)
Launch a weekly value dashboard across Salesforce and HubSpot. The must-track metrics that prove platform ROI to leadership in 2026
Spring '26 Automation: Flow Patterns, Debugging, and Guardrails
Scale safely with Spring '26 Flow. Debug faster, use proven patterns, and ship with a pre-deploy test plan. Track error rate per 1k transactions
Automation ROI: How to Pick the 10 Flows That Actually Matter
A Data-Driven Framework to Identify High-Impact Automations and Avoid Technical Debt
Data Quality That Pays: 9 Rules for 2026
Learn 9 battle-tested rules for Salesforce and HubSpot data quality that save millions. Practical automations, metrics, and ROI strategies for 2026.
Data Cloud in Practice: Zero-ETL, Governance, and Quick Wins
A focused 2-week pilot plan for connecting your warehouse, resolving identity, and activating unified data where teams actually work
Einstein Copilot in 2026: 10 Admin-Ready Use Cases + Setup Guides
Your Complete Implementation Guide: From First Prompt to Measurable ROI in 30 Days
AI ROI Quick Wins: A 30-Day Plan for Salesforce + HubSpot
Turn AI into revenue in 30 days with a prioritized backlog, prompts library, guardrails, and KPIs for your CRM.
New Year 2026 CRM Audit: 12 Moves That Unlock ROI Fast (Salesforce + HubSpot)
How to Recover 15-25% of Your CRM Spend in 30 Days with a Systematic 2-Week Audit
Enhanced Client Service Is Your #1 Priority. Here's How Marketing Supports It
The Complete Guide to Marketing Your RIA to Business Owners (Without Looking Like Everyone Else)
Calculating AI ROI in Financial Services: A Proven Framework for Building Your Business Case
The Complete Methodology for Quantifying AI Benefits Across Cost Reduction, Revenue Growth, and Risk Mitigation
Salesforce Spring '26: What Admins Must Know This Week
Get release-week ready for Salesforce Spring '26. Key dates, must-test features, risk controls, and a 10-step admin checklist to navigate the release smoothly
Managed Packages & AppExchange: Evaluating Third-Party Salesforce Solutions
How to Leverage AppExchange Without Introducing Security Vulnerabilities, Compliance Gaps, or Technical Debt
User Adoption & Change Management: Why Salesforce Implementations Fail (And How to Succeed)
Technology is Only 20% of Success—Here's How to Master the Other 80%
Industry-Specific Salesforce Solutions: Tailoring Salesforce for Your Vertical
Why Generic CRM Implementations Fail—and How to Configure Salesforce for Your Industry
The Future of Financial Services Operations
Your Next Steps with Centro & Vantage Point
86% of RIAs Serve Business Owners. Here's How to Market to Them Effectively
The Complete Guide to Marketing Your RIA to Business Owners (Without Looking Like Everyone Else)
10 AI Use Cases Transforming Wealth Management: From Client Acquisition to Retention
Real Metrics, Real ROI: Practical GPTfy Applications with Proven Impact Across Every Stage
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