Popular Salesforce Admin reads
How Archer's RevOps team reduces manual work by 95% with Traction Complete
Archer needed to automate how the team distributed leads and accounts to reps and needed a solution that could scale with their business.
Use Case: Nonprofit Data Complexity— Shifting from Manual Work to Automation
See how nonprofits using Salesforce NPSP can streamline data cleanup and reduce manual work with automation.
Use Case: Mass Territory Reassignment
Stop spending hours manually reassigning territories after reps join or leave.
More Salesforce Admin resources
How to build the AI-powered RevOps engine
Discover how RevOps teams can use AI to clean messy data, enrich records, and deliver real-time insights that power smarter automation and scale.
AI + Account Data: the Use Cases Ops Can’t Ignore
Explore how ops teams use AI to turn Account data into actionable insights. Hear practical tips and real-world use cases.
How RevOps can scale lead routing smarter with AI-augmented automationÂ
Learn how AI-augmented lead routing helps RevOps teams deliver the right lead to the right rep, improve accuracy, and scale processes faster.
How to Enrich Salesforce Accounts with Sales Intel Using AI
Enrich Salesforce accounts with details like a business description, M&A activity, leadership changes, and more, using Complete AI.
SHIFT Day 3: Architects of scale: Winning with a solid AI data strategy
Watch this on-demand session to see how AI can map complex account relationships, enrich parent-child connections, and build hierarchies on the signals that actually drive results.
SHIFT Day 2: Where AI meets operational reality
Explore how AI for Salesforce data quality can transform messy CRM data into a trusted foundation. Hear strategies from industry experts and see them in action with a hands-on Salesforce use case.
SHIFT Day 1: How Salesforce Admins Can Use AI to Remove Manual Work
We partnered with Salesforce Ben to explore how Salesforce admins and RevOps teams can use AI to reduce manual work and improve data workflows. Watch the on-demand session.
RevOps in the age of AI
Discover how RevOps leaders are adapting to AI—key projects, challenges, and opportunities to unlock growth and revenue in the age of AI.
How to Enrich Accounts and Assign NAICS Codes with Complete AI
Classify Salesforce accounts faster. Use Complete AI to enrich firmographics and assign NAICS codes with just a company name and domain.
