Awesome Admins, we know that troubleshooting user access is a common task. You’re frequently asked questions like “Why can Jane access this field, but John can’t?” or “Why can John view this record when he shouldn’t be able to?” In Summer ’24, we introduced helpful summary views for users, public groups, permission sets, and permission set groups, which make answering user … [Read more...] about How to Troubleshoot User Access with SOQL (Beginner Friendly)
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Reap the Rewards (and Avoid the Risks) of Channel Management in Sales
The term “channel management” is pretty straightforward, but the actual practice is more complicated than it sounds. Like a tightrope walker, a channel manager must delicately balance their organization’s goals with those of its channel partners. The people who fill this role must understand the many different types of partners so they can work effectively with each one. Here, … [Read more...] about Reap the Rewards (and Avoid the Risks) of Channel Management in Sales
How a Competitive Advantage Can Level Up Your Sales Game
In my 30 years of sales experience, I’ve learned a thing or two about winning — and I’m happy to share it all. Let’s explore how innovation, relationship-building, and human-powered outreach can help you turn sales challenges into triumphs, whether you’re trying to break into new markets, retain loyal clients, or simply increase your sales numbers. Want to win deals? Then you … [Read more...] about How a Competitive Advantage Can Level Up Your Sales Game
How To Remove Data Silos: A 5-Step Checklist for Financial Services
It’s easy to get swept up in the hype of artificial intelligence (AI) and all the amazing things it can do. But is your organization ready to tap into its capabilities? You’ve heard AI can create personalized customer experiences that speak directly to their individual financial needs, but that’s hard to do when there isn’t a unified customer record and the customer’s name … [Read more...] about How To Remove Data Silos: A 5-Step Checklist for Financial Services
What Is Sales Engagement? A Way to Make Stronger Connections and Win the Deal
Imagine walking into a shoe store and being immediately approached by a salesperson who tries to sell you the most expensive pair of shoes. This approach is often unsuccessful because it focuses solely on making a quick sale rather than understanding your needs. Great sales engagement is more like an art. It involves forming a genuine connection with customers and responding to … [Read more...] about What Is Sales Engagement? A Way to Make Stronger Connections and Win the Deal