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Comms Cloud Summer ’24 Release

Salesforce has just unveiled the much-anticipated Summer ‘24 upgrades for Comms Cloud, packed with exciting features to enhance your sales team’s efficiency. We want to take you through some of our favorite updates in the new release! Enterprise Sales Management … Read More

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Self-Service Appointment Booking in Comms Cloud Implementations

Level up any Communications Cloud implementation by allowing customers to book service appointments through your community site. Communications Cloud, Experience Cloud, and Salesforce Field Service can be integrated to greatly increase productivity and customer engagement in your self-service process.  Imagine … Read More

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Tailoring Your Strategy: A Guide to Configuring and Customizing Your Enterprise Sales Management Implementation

It’s important to have a sales management implementation that aligns with your unique business needs. Fortunately, with Enterprise Sales Management, you have the flexibility to configure, extend, and customize your implementation in various ways. From modifying the user interface to … Read More

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Salesforce Data Migration - Part 2

Salesforce Data Migration – Part 2

(Please read part one here) Migrating data to Salesforce can be a pivotal step towards streamlining processes and enhancing efficiency. However, choosing the right migration strategy is crucial to minimize disruptions and ensure a smooth transition. Let’s explore two common … Read More

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Salesforce Data Migration – Part 1

Effective data migration stands as a pivotal stage in every Salesforce endeavor. Achieving a smooth data transition into Salesforce demands meticulous planning and precise execution. Below, discover invaluable tips to ensure a successful migration. Incorporating these insights ensures a smooth … Read More

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Salesforce Industries Success: Best Practices in Strategy, Scripting, and Execution

Salesforce Industries (formerly Vlocity) implementations call for a comprehensive testing approach to ensure seamless functionality and optimal performance. There are three main key categories of Salesforce Industries testing to establish best practices: Strategy, Scripting, and Execution. By understanding and implementing … Read More

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29 Reasons You Need Managed Services

To celebrate leap day and having an “extra” day for maximizing your business Salesforce, here are twenty nine benefits of partnering with Palladin Technologies’ as your Managed Service Provider (MSP). 1.   End-to-End Services: MSPs deliver comprehensive Salesforce services, managing the entire … Read More

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Salesforce Industries Testing: Building a Robust Test Approach

Introduction Testing plays a pivotal role in the success of Salesforce Industries (formerly Vlocity) implementations, ensuring that industry-specific cloud and mobile solutions meet business requirements seamlessly. In this article, we will delve into best practices for Salesforce Industries testing, categorized … Read More

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Powerfully Simple Contact Configuration in Salesforce

At Palladin Tech, we run our operation on Salesforce. This includes both data records, as well as tracking key information and outreach. As a best practice, we’ve found the following Contact data to be helpful critical as we’ve doubled the size of … Read More

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Product Modeling Principles: Building a Solid Foundation

Introduction Product modeling is the backbone of a successful product development strategy, but it can become a complex and challenging endeavor, especially when rework is involved. In this blog post, we’ll explore key principles and tips to avoid rework when … Read More

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