Popular Marketing Operations reads
Use Case: Roll-Up Reporting in Complete Hierarchies
Learn how to do roll-up reporting in minutes — right inside Salesforce.
Use Case: Roll-Up Reporting for Marketing Automation
Discover how Roll-Up Anything in Complete Hierarchies empowers your team to create dynamic segmentation lists for re-engagement, customer, and ABM campaigns.
Use Case: Improving the Marketing to Sales Handoff
Learn how to fine-time your lead routing and assignment processes.
More Marketing Operations resources
Agentforce Readiness Guide
Ensure a seamless Agentforce implementation with clean, connected, and reliable data. Our Agentforce Readiness Checklist guides you through data cleaning, automation, and account hierarchy setup—so your team can sell smarter, faster, and with confidence.
Agentforce Implementation - 3 Best Practices from SI Experts
Don’t know where to start with Agentforce implementation? Check out these three expert tips from SI pros to unlock its full potential.
EP 37: Growth Modeling: How to become a strategic player in RevOps
What is Agentforce? What You Need to Know and 3 Best Practices for Success
What is Agentforce, and how can you leverage it best? Here’s everything you need to know about Agentforce and best practices for success.
EP 36: Talking strategy: retention & revenue
Apex CPU Time Limit Exceeded: 5 Causes and How to Fix It
APEX CPU Time Limit Exceeded errors disrupting your RevOps processes? Learn 5 causes and tips to keep your Salesforce operations smooth.
Who Can Use Account Hierarchies in Salesforce?
Who can use account hierarchies in Salesforce? Here’s how teams across the RevOps spectrum leverage hierarchies for success.
Use Case: AI Preparedness: How to clean your Salesforce org
Learn how Traction Complete’s tools can help your team get ready for AI by automatically merging duplicates as they come into Salesforce, flagging potential duplicates for review, and allowing you to merge duplicates in bulk.
Why we built this: Visual history log
