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…
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.
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…
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…
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…