Popular Salesforce Admin reads
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Use Case: Mass Territory Reassignment
Stop spending hours manually reassigning territories after reps join or leave.
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Use Case: Automating Account Hierarchy Data Management
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Pro Tip – What are the best data governance practices?
More Salesforce Admin resources
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EP 32 – Why Metadata, Why Now: Org Efficiency + AI Readiness
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How Olive Tree Holdings spends 95% less time managing APEX code
Olive Tree Holdings used to rely on APEX to match new leads to existing data. When it became too complex to maintain they made the switch.
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How YMCA of San Diego County decreased duplicates by over 75% with Complete Clean
The YMCA wanted to improve their member’s online sign-up experience which meant addressing their CRM’s duplicate problem.
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How GTA Homes reduced their data footprint by 57% with deduplication
GTA Homes needed to resolve their duplicate issue, as it was leading to conflicts among their agents.
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How Privy eliminated hours of custom coding assignment rules
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AI readiness: Avoiding “garbage in, garbage out”
The hype is real and AI is on the rise.
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Intro to Complete Clean
Learn how Complete Clean can detect and remove duplicates so you can focus on growing revenue with clean, connected data.
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5 things to know before you renew your lead routing software in 2024
Are you getting maximum value out of your lead routing tools?
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3 steps to bulk update Salesforce records and automate territory reassignment
Reassign territories at the pace of your business.