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App of the Week – Email-to-anything: Lead/Custom Case Automation

Email integration with any Salesforce object? Including custom objects? It might sound too good to be true, but this app is 100% real.  With this handy app you can setup sales automation (Email to Lead or Opportunity); support automation (Email to Custom Case; Create IT Support Requests Automatically; Raise trouble tickets for a Salesforce Helpdesk) […]

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2019 Predictions for Salesforce

Happy New Year to everyone! 2018 is in the books and 2019 is officially here. It’s been a big year for Salesforce, and of course, for us Salesforce experts and consultants. As always, the platform is growing to service a bigger audience but also working to provide better solutions and functionality for those already using […]

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App of the Week – D&B Optimizer – Dun & Bradstreet Account and Lead Data for Salesforce

  Using your customer data is very important. However, not all companies have the tools that can really give them significant benefits. The D&B Optimizer works to give you better account and lead data. With this data in hand, you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify […]

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Lead Management Tips with Pardot

Proper lead management often requires more planning and detail work than most people realize. Doing it the right way is much more than a “set it and forget it” type of mentality. However, when done properly, a few simple best practices can really boost your company and help you keep a pipeline full of qualified, […]

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Salesforce Certification Maintenance Now on Trailhead

  With the December 14th deadline for Salesforce Certification Maintenance tests very, very near, it is worth discussing the recent changes to the maintenance test. Specifically, that the tests have moved over to Salesforce Trailhead! First though, for those who aren’t familiar, Salesforce Certifications (for Administrators, Developers, etc.) require users to pass regular exams to […]

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Salesforce Events Week in Los Angeles

When you are a Salesforce Certified Partner and Consultant, there is no shortage of events and activities available to you. At CloudMyBiz, we always make it a priority to attend as many as we can, not only to connect with the community but to continue learning about the platform and to keep up with the latest […]

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