15 min

5 Cadence Creation Tips for Salesforce High Velocity Sales

Posted on October 7, 2021 Chad Hammond

Hello! If you’ve been looking around the interwebs for tips or general info related to High Velocity Sales (HVS) long enough to stumble upon this blog entry, then you’re probably aware HVS is not a simple Application to configure. If you are interested in ways to fully utilize all that HVS has to offer, you’re probably going to need a tip or two in the beginning. Whether you’re looking fo

10 min

5 Basic Principles to Creating Stable Process Automations in Salesforce

Posted on July 5, 2021 Chad Hammond

Look, I get it. It's the last week in Q2, and you need to boost productivity to hit your goals… so you add a couple of automations using Process Builder, maybe even a Workflow Rule. They're quick to implement, and you get the almost immediate satisfaction of removing a mundane or redundant task forever! So… you grip your mouse and ten clickity-clacks of the keyboard later, you activate your ne

10 min

5 Common pitfalls to avoid when creating Process Builder automations

Posted on May 25, 2021 Chad Hammond

Let me start by saying Process Builder is an excellent tool for declarative automations with minimal effort. Sure, it has a bit of a learning curve, but the potential is endless once you get the hang of it! Need to send out an email when a status changes? No problem! Update several related records based on a field change? You got it! Like any powerful administrative/declarative tool worth using i