Data Privacy
Data privacy regulations are becoming increasingly complex. How do we identify and remove or lock down sensitive information from Salesforce instances to comply with regulations?
Resources and News
Salesforce ERP Integration
Salesforce / ERP Integration happens using an integration platform or a middleware solution that bridges the two systems. The integration platform allows you to easily map the data fields from one system to the other to share and update the information in real time.
Financial Systems Integration
Salesforce can integrate with financial systems like QuickBooks, SAP, and NetSuite using middleware, such as Zapier, or with Salesforce’s built-in integration tools, such as Salesforce Connect and Salesforce Lightning Connect.
Gathering Requirements
How does requirements gathering safeguard efficiency and effectiveness for integrations with Salesforce? Requirements gathering is an essential step in integrating with Salesforce because it helps
Three Tools Every Salesforce Admin Should Be Using
Every salesforce admin needs a well-stocked toolbox of easy-to-use apps that make their job easier. At Cloud Next Level, our team of admins has plenty
Tabitha McDowell, Striving for Perfection
I’m extremely detailed/organized, and I have a knack for uncovering the true business need behind new Salesforce requests. This means you’ll have a solution that
Jo Ann Woodcock, Never Stop Learning
Jo Ann is a multi-certified Salesforce Admin who combines technical and change management skills to design and deploy automated solutions for organizations. The best part
Business Process Automation
Marketing, Sales, Operations, and Service – Working Better Together jācapps is a Michigan-based tech company focusing on mobile app development for radio stations. They have
Reports and Training
Fathom used Salesforce as their CRM. They also used spreadsheets and an external business analytics tool for their reporting. Fathom was referred to Cloud Next Level through the Salesforce ecosystem. The initial goal was to reproduce external sales, pipeline, and account plan reporting inside of Salesforce.
Salesforce Managed Service: Maximize Your ROI
Time for some Q&A to help familiarize you with managed services? What’s in it for me? Q: What is Salesforce Managed Service? A: Salesforce done