Deep Dives

I recently came back from TDX, Salesforce’s developer conference. Like most conferences, there was a mix of genuinely useful signals, early ideas that are not quite ready, and a fair number of buzzwords.

If you’d told me a year ago that I’d have such a complicated relationship with a Salesforce feature, I’d have laughed. But after nearly 12 months of working with Omnistudio Document Generation (DocGen), “complicated” is the perfect word.

Learn how Pardot leverages your Salesforce data to create relevant targeted communication with your stakeholders.

Multi-Factor Authentication is a process by which multiple methods of verification are required to authenticate your credentials, and thus access your Salesforce. While you may be familiar with the process of entering a verification code received as a text or email message, now, users will be required to enter verification codes from an authentication mobile app.

While Salesforce has native duplicate functionality, it falls woefully short of being able to sufficiently manage bulk records. Duplicate Check is a comprehensive app that makes it easier to identify, manage, and prevent duplicates.