This article will start to discuss topics that might arise during acquisition, but considering them beforehand can still give you a leg up. Let's start with overlapping functionalities between Salesforce systems. Things that would be important to look out for would be: Account hierarchy and structure - do the two systems manage accounts similarly? If … Continue reading M&A Series: Integration Challenges and Opportunities
M&A Series: Pre-Acquisition Due Diligence on Salesforce and CPQ
This post will explore what to consider when evaluating Salesforce, generically and, more specifically, CPQ or Revenue Cloud. **A quick callout: I have not used many of Salesforce's clouds. My perspectives are primarily based on Sales Cloud, Service Cloud, and Revenue Cloud, with the occasional Experience Cloud and Marketing Cloud. First and foremost would be … Continue reading M&A Series: Pre-Acquisition Due Diligence on Salesforce and CPQ
M&A Series: The Strategic Importance of Salesforce and CPQ
This is going to be a series on M&A (Merge and Acquisitions) and the importance of evaluating the use of Salesforce and CPQ (or a related tool) as part of the tech stack during the due diligence process. Today, Salesforce is used by companies of all sizes, from small startups to large enterprises. As a … Continue reading M&A Series: The Strategic Importance of Salesforce and CPQ
Using Elements.Cloud for Tech Debt
Technical debt is something that almost any long-standing company is going to end up with, particularly inside Salesforce. Usually, it is a combination of too many admins (or non-admins) in the system building and building while never cleaning up anything from the previous time. Sometimes, these new builds are band-aids on top of existing builds, … Continue reading Using Elements.Cloud for Tech Debt
Intro to Elements Cloud
At its core, Elements.Cloud is a process mapping and documentation tool designed to help Salesforce teams manage change, maintain compliance, and ensure everyone in the organization is on the same page. But it’s more than just a process tool—it integrates seamlessly with Salesforce to provide a deeper understanding of your organization’s data, processes, and architecture. … Continue reading Intro to Elements Cloud
How to track ARR with CPQ
As noted in my previous article, I discussed the difficulties with tracking ARR in Salesforce. Here, though, I want to discuss what can be tracked in SFDC, how to track it, and some key definitions of ARR-related words. As a reminder, in case you haven't read the other article, ARR is annualized recurring revenue or … Continue reading How to track ARR with CPQ
How to: User Access Policies
With the Winter '24 release, Salesforce has officially rolled out its new User Access Policies, which are now generally available (GA) for all customers. But what exactly are these User Access Policies, and why should you care? User Access Policies are a powerful new feature designed to automate user access controls without the need for … Continue reading How to: User Access Policies
Tracking ARR Metrics in Salesforce
This has been a topic I have wanted to cover for a while. Throughout my CPQ career, I have gone through many iterations of helping customers achieve Annual Recurring Revenue numbers (ARR). The challenge I have faced with this over the years has always been a mixture of two key issues: 1) The ability to … Continue reading Tracking ARR Metrics in Salesforce
How to Mass Upload and Import Records in Salesforce from CSV, Excel, XML, JSON and NDJSON
**Written by Dorian Sabitov Introduction: Why do You Need To Mass Import/Export a Data Managing large volumes of data in Salesforce can quickly become overwhelming without the right tools. Accurately getting that data into Salesforce is essential whether you're importing customer information, sales data, or custom records. This process becomes even more challenging when handling … Continue reading How to Mass Upload and Import Records in Salesforce from CSV, Excel, XML, JSON and NDJSON
Winter ’25 Release – Is this the End?
Before I jump into my usual list of things I found excellent or valuable in this release cycle, I wanted to discuss the elephant in the room. In the Spring '24 release notes, it was evident that Revenue Cloud was missing, with no updates to share. In the Summer '24 release notes I didn't cover … Continue reading Winter ’25 Release – Is this the End?
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