CRM

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

Driving Digital Transformation: Palladin Technologies and Sitenna Forge Strategic Partnership

Atlanta, GA , April 17, 2024 – Palladin Technologies, a renowned leader in the Communications and CRM Consulting industries, is delighted to unveil its strategic partnership with Sitenna, a premier provider of digital infrastructure solutions. This collaboration marks a significant … Read More

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

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

Palladin Technologies Welcomes Jonathon Millman as EVP of Business Development

Industry Veteran Jonathon Millman Joins Palladin Technologies to accelerate our growth, expand partnerships with our customers and Salesforce. Atlanta, GA, March 20 – Palladin Technologies is pleased to announce the appointment of Jonathon Millman as the Executive Vice President of … Read More

Ryan Prescott Appointed as Vice President, Emerging Markets at Palladin Technologies

ATLANTA, GA, March 11, 2024 – Palladin Technologies is proud to announce the appointment of industry leader, Ryan Prescott, as the Vice President, Emerging Markets, effective February 26, 2024. In this role, Prescott will lead the strategic expansion and growth … Read More

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

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

Palladin Technologies: Taking Salesforce to the Next Level

Born in the Cloud, Powered by SalesforceSince 2015, Palladin Technologies has been all-in on Salesforce. We not only deploy it as an expert integrator, but also leverage its power to run our entire business – from sales and marketing to … Read More

Empowering Innovation: Celebrating Women’s Entrepreneurship Day

Sunday was Women’s Entrepreneurship Day, a day dedicated to honoring the achievements and contributions of women entrepreneurs worldwide. This annual event, observed on November 19th, highlights the pivotal role that women play in driving economic growth, fostering innovation, and creating … Read More

Optimization-Patterns vs. Anti-Patterns

The Big Idea: Avoid Anti-Patterns…but What the Heck Are Anti-Patterns? Optimization-Patterns vs. Anti-Patterns: What to Look For or Avoid in your Org…let’s consider in the context of Flow, the click-based way to automate your Salesforce org without writing code, as … Read More

Exploring Dynamic Related Lists in Salesforce

Salesforce is well known for its flexibility and the ability to tailor its features to the unique needs of each business. One such feature that can significantly enhance the Salesforce experience is Dynamic Related Lists. Before this feature came out, … Read More

Salesforce Admin Takes on the Winter ’24 Release

The Winter ’24 released rolled out to sandboxes on August 25th. For busy admins, here are three key “takes” for you to consider during the release window.  Take Action! General Enhancements Release Updates Take Note! UI updates coming in this … Read More

Enhance Salesforce Potential: The Power of a Health Check

In the ever-evolving world of business, Salesforce has revolutionized customer relationship management (CRM) and empowering organizations to streamline their operations, drive growth, and achieve unparalleled success. However, not every client experiences the full potential of Salesforce’s capabilities. For those who … Read More

How to Use Salesforce Inspector to Insert Records in Vlocity

Creating Vlocity Records with Ease: A Guide to Salesforce Vlocity Industries Product Configuration Salesforce is a powerful tool used by many organizations for customer relationship management. However, entering data into Salesforce can be a tedious task, especially when dealing with … Read More

Summer 2023 Release: Sales Cloud

  Get Ready for Some Awesome New Stuff in the Salesforce Summer ’23 Release: Sales Cloud in Lightning Salesforce always blows us away with its constant innovation and commitment to providing cutting-edge business solutions. And guess what? The Summer ’23 … Read More

Top 5 Things to Look for When Selecting your Salesforce MSP Partner

Salesforce rolled out a new Managed Services Partner Program in the FY23 and they have selected the best partners to join the program. As a prerequisite to starting your evaluation process for a Managed Service Partner (MSP), verify that any … Read More

Palladin Technologies

Welcome to Palladin Technologies! Since 2015, we are a leading technology company that specializes in providing innovative Salesforce, Snowflake, and emerging technology solutions to businesses and organizations of all sizes. As a Salesforce.com Crest Consulting Partner & Crest Managed Services Partner, we’re … Read More