Converting thousands of Contacts into Person Accounts can be a critical step for organizations that need to take advantage of more advanced Salesforce functionality. Many Salesforce products, such as Health Cloud and Financial Services Cloud, require the use of Person Accounts. (Previously they were optional.)
Declarative Lookup Rollup Summaries (DLRS) is a powerful tool, but it doesn’t always play nicely with Salesforce Field Service. In particular, DLRS test execution often fails when referencing ServiceAppointment records. This is because Field Service imposes strict prerequisites; certain objects and values must exist before a ServiceAppointment can even be inserted.
For companies that operate in a “known universe” of potential customers, such as hedge funds, hospitals, or airports, Salesforce is often set up around Account-based selling. In these industries, the number of prospects is finite and well-defined. That means most inbound contacts should be matched to existing Accounts, not treated as anonymous Leads. But when marketing and sales platforms like Zoom Engage, LinkedIn, and Apollo get added to the mix, it’s easy for data hygiene
Salesforce recently rolled out one of the more exciting behind-the-scenes updates in a long time: five free Integration User Licenses for every Enterprise Edition org (and above). That’s right—free. No strings, no add-on costs, just available.
When the Cloud Notions team is brought into a new Salesforce environment, it’s often because someone within the organization knows things aren’t running as smoothly as they could. Whether we’re called in by an executive sponsor, an overwhelmed admin, or a frustrated end user, one thing is consistent: we log into a LOT of Salesforce orgs that need help.
Salesforce has officially announced the retirement of Workflow Rules and Process Builder, with support ending by the end of 2025. These legacy automation tools have served as the foundation for countless business processes over the years…but Salesforce Flow is now the unified path forward.
At one of our clients the Customer Success Managers (CSMs) were spending hours each week manually assembling Salesforce reports into Excel files for their clients. This reporting was far from simple. It included multiple tabs, conditional formatting, charts, graphs, and highlighted data. As the company’s customer base grew, so did the requests for new data views and more detail. What started as a manageable task quickly became an overwhelming and time-consuming process for the team.
Home-based healthcare providers face unique scheduling and operational challenges, particularly when managing multiple patient appointments within the same household. Cloud Notions recently partnered with a leading home-based primary care provider to deploy Salesforce Field Service (Home Health), delivering a customized solution that streamlined appointment scheduling, optimized dispatching, and seamlessly integrated with Athena Health’s EMR Appointment system.
Cloud Notions recently completed a transformative integration between Salesforce Health Cloud and Athena Health EMR, enabling seamless two-way communication for patient registration and appointment scheduling. This integration eliminates redundant data entry and ensures real-time synchronization between systems, providing healthcare organizations with a more streamlined workflow.
Cloud computing allows businesses to “do more with less”, and spin up technology resources quick and easy. However, there’s another side to all these quick, high-availability cloud systems: Cost. In this article we are going to cover how to proactively monitor and reduce cloud spending.
When it comes to managing customer relationships, businesses rely on Customer Relationship Management (CRM) systems like Salesforce. These systems hold mission-critical data, such as contracts, license information, employment history, orders, shipments, credit card information, patient records, and other sensitive data. However, many businesses do not consider the importance of backing up their CRM data until it’s too late. In this blog post, we will discuss why CRM data backups are essential.
Pardot (aka “Marketing Cloud Account Engagement”) is a powerful marketing automation tool. When Pardot is integrated with Salesforce, it becomes even more powerful, allowing for seamless communication between sales and marketing teams. However, there is a little-known issue with the standard Pardot-to-Salesforce connector user that can cause problems with email notifications for Salesforce Lead Assignment rules.
Recently, the team at Cloud Notions had the opportunity to work on a Marketing Cloud Account Engagement (aka MCAE or “Pardot“) quick start project for one of our clients. The goal of the project was to help the client set up Pardot and launch a successful pilot campaign, so the new director of marketing could hit the ground running.
Did you know that Experian does more than just provide credit scores? Experian has numerous clearinghouse data elements, including Insurance eligibility verification. Read below for more info on how we used Experian and Salesforce Health Cloud to seamlessly check patient insurance status when a care plan is entered into Health Cloud.
In some industries, mailing physical letters and shipments are a business-critical task. We recently built an integration in HubSpot to allow mailing address verification right from within HubSpot. No more wasted postage to addresses that don’t exist! Interested? Read below for details.
Our client operates a chain of pet resorts in multiple states. They use Salesforce as their system of record, but needed a customer portal for pet owners to make reservations and update personal information. We created a customized portal experience using Magentrix. Read below for details.
Do you love SQL Server? We do too! SQL Server is robust and versatile, with several great products and features. The SQL server job agent, replication services, query store, linked servers, database triggers, system health checks, backups and managing indexing all come to mind as important tasks for a modern SQL Server deployments. Is your team prepared or fully utilizing all of these great SQL server features?
Our retail client operates brick-and-mortar pet stores in multiple states. They use Salesforce as the CRM system of record, capturing everything from past orders to pet birthdays. They needed a Salesforce-native point-of-sale system, with customized “bill to my account” functionality.
This customer success story outlines how we helped implement Salesforce Health Cloud, and use AWS to integrate with FTP servers for dozens of hospitals across the country. The client grew revenue by 5X and was successfully acquired by investors.
Building a custom partner portal to allow self-service uploading of sales and royalty reports from partners. This allowed our client to “do more with less”, especially during COVID.