The role of a Salesforce Admin or Architect is demanding, whether you are a solo Admin managing everything yourself or part of a larger team supporting a complex Org. The rise of AI Agents, Vibe Coding and rapid platform innovation only increases the pressure. While those capabilities are exciting, they rely on strong foundations. You…
Implementing Salesforce is more than just buying a license and turning it on. It involves careful planning, clear goals, and the right setup to ensure the platform supports business needs from day one. The first step in the Salesforce implementation process is identifying stakeholders and assembling a cross-functional team, including key business stakeholders who define…
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer data and sales processes. As a pioneering business software, Salesforce transformed CRM by moving it to the cloud, enabling companies to enhance operations, connect with customers, and drive innovation. Frank Dominguez and Parker Harris, alongside Marc Benioff, were key co-founders who…
Salesforce automation tools streamline complex processes, actioning higher-value activities and saving team members valuable time. These powerful tools help teams with sales efficiency, administrative tasks, customer satisfaction, management processes, and effective business process automation. However, their reliability and performance depend on a less obvious factor: keeping their API versions current. Ensuring these tools are always…
Creating a Permission Set Group for a Job-to-be-Done In Part 1 of this two-part series, we showed how using an organization’s Capability Model with Jobs-to-be-Done (JTBD) could generate a roadmap for migrating from a Profile-heavy security model to one based on Permission Set Groups. The resulting security model – along with the documentation that you…
3 myths busted, 3 realities exposed We’re not a huge company. We have less than 250 users. We have Salesforce Sales and Service Cloud. But we also have a large number of other systems that have core customer data: marketing, training academy, support, finance, and Elements.cloud usage. We’ve implemented Data Cloud to get a consolidated…
Bosch is multinational engineering and technology company founded by Robert Bosch in Stuttgart in 1886. It is best known for its automotive parts, refrigerators, and power tools with nearly $100 billion in revenue. It has embarked on a significant shift from a product-centric to a software-centric enterprise to respond to changing markets. The Mobility division,…
Richard Clark, VP EMEA Alliances & Success Elements.cloud LinkedIn On a clear(ish) day in London, for once without rain, the Elements.cloud EMEA team were invited to join the first of four yearly events, organized by the Higher Education Salesforce User Group. Hosted at the prestigious London School of Economics (LSE) in central London, the group…
Overview The goal of every change project is adoption. The change could be minor; updating a discrete business process driven by feedback; addressing poor adoption; or eliminating waste. But the changes could also be a strategic, top-down digital transformation: the application of AI, the merging of two orgs; or the implementation of a new Salesforce…
Written by Ian Gotts Back in May 2017, 3 Forrester analysts, John R Rymer, Liz Herbert and Kate Leggett authored the research paper, Five ways to cut the risk of Salesforce. In that report they identified something they called “Salesforce@scale dilemma”. The issues they identified are just as bad, if not worse today. First, let’s…
TL;DR Product and price visibility on the company websites means customers are better informed when they walk in to make a major purchase. The transparent mismatch between the online price and final purchase price exposes sales tactics, kills trust and the deal. Digital transformation changes the buying dynamic We have decided to convert a 4×4…
