Tag: Salesforce Page 6 of 24

📣DevOps Center is now Generally Available!

On December 16, 2022

Finally this amazing tool is GA!

DevOps Center is IMHO one of the most anticipated tools that we, the community of Salesforce professionals, were waiting since ages 👴

This gap has been filled in the years by many amazing products like Copado, Flosum, Gearset, AutoRABIT, Blue Canvas, Prodly or Opsera to name a few, but finally a Salesforce branded tool has just born to overcome many of the difficulties with Change Sets.

DevOps Center is a valid alternative to organize your work, track changes automatically, integrate seamlessly with GitHub (other GIT providers coming soon), and deploy updates easily with clicks: developers who are used to work on Git can still go on with it as DevOps center automatically updates its UI based on Git activity and admins can still participate in tracking changes on Git using clicks and not command line.

DevOps Center is available in any production org with Professional, Enterprise, or Unlimited Edition, or a Developer Edition org…so you can get your hands dirty!

Take a look at Salesforce Developers official blog for more links on how to learn!

💬Virtual chit-chat about being an MVP and the future of Salesforce [ITA]

By Enrico Murru

On December 13, 2022

In Post

Few days ago I’ve been interviewed by Carlo De Bonis for his Spaghetti Salesforce vlog (in Italian 🍕🍝).

We talked about my career path, what being a Salesforce MVP means and what I believe our amazing Trailblazer Community and Salesforce ecosystem will evolve in the next years.

Have a nice view!

Salesfore Spring ’23 coming!

By Enrico Murru

On December 12, 2022

In Post

This is the time of the year when a new release is about to arise from the epic forges of the Salesforce laboratories, where magic spells and powerful artifacts are built!

Here are the key dates to be considered:

December 12nd: you can get your own pre-release org to test the new features (use this link)
December 21st: release notes will be available on the help site(use this link)
January 6th: preview sandboxes gets the new release (for more info about how to handle sandboxes previews have a loog at this site)
The same days new Trailhead content will be published to handle your certification maintenance
January 10th: overview content is released to have a sneak peek of what’s new (e.g. have a look at the release in the box site, but the Get Ready for Release chapter on the release note should have all the links)
January 13rd, February 3rd, February 7th: Spring ’23 comes to all orgs, check the maintenance calendar to see which instances comes first!

📣Vlocity University Dismission imminent🚪

By Enrico Murru

On December 9, 2022

In Post

📣Salesforce Partners Announcement ⚠

Vlocity University courses has been migrated to Partner Learning Camp, the one-stop-shop for all Salesforce enablement.

All Vlocity University courses have been moved to PLC to deliver even greater value for customers and trusted partners.

Vlocity University is retiring on December 31, 2022.

What does this mean for Salesforce partners?

Wether you have or not a Vlocity University account, no worries at all: join the Partner Learning Camp.

You simply login to the Salesforce Partner Community, click the Learn tab, and then click the Start Learning button under Partner Learning Camp.

🎉Nerd At Work awarded by ApexHours

By Enrico Murru

On December 8, 2022

In Post

It’s an honour that Nerd At Work as been been recognized by Apex Hours as one of the top Salesforce blogs for 2022!

Time to party 🎉🎉🎆🎇🥳🥳🍰!!!

💡ChatGPT + Salesforce = 🤯

By Enrico Murru

On December 7, 2022

In Post

Seeing a lot of surprise around #chatgpt and wanted to do my own test…

What is ChatGOPT? According to the main site “(…) ChatGPT (…) [is a trained IA that, ndr] interacts in a conversational way. The dialogue format makes it possible for ChatGPT to answer followup questions, admit its mistakes, challenge incorrect premises, and reject inappropriate requests.“

In 2 words, you make a question and ChatGPT tries its best to respond you via text, you can even ask it to write some coding!
I asked “write a bubble sort algorithm in Salesforce Apex that sorts a Contact array based on Name field length“
Which ok, it’s not the whole codebase of the Hubble Telescope but so far this is the result:

📣Announcement to all coders: prepare to change your job 🤣🤣🤣

Last question:

Try it out and share the fun 🤣

Link: ChatGPT

Is SalesForce Quip Secure? What You Need to Know

By Gilad David Maayan

On September 25, 2022

In Post

Today’s guest post is delivered by Gilad David Maayan, a technology writer who has worked with over 150 technology companies including SAP, Samsung NEXT, NetApp and Imperva, producing technical and thought leadership content that elucidates technical solutions for developers and IT leadership.

What Is SalesForce Quip?

Quip is a solution that facilitates team collaboration. It combines spreadsheet and document creation and editing capabilities with comment and chat functions, allowing teams to communicate directly about projects and tasks as they work.

Quip allows you to collaboratively create and edit spreadsheets, documents, and lists in real time using a smart inbox interface. The inbox can filter and flag documents for faster searches. It saves all document revisions to let users track changes and annotate documents and spreadsheets. You can mark completed tasks on a checklist to notify all team members when a task is finished.

Users can chat directly within the document instead of sending and receiving emails. You can message and comment on any content using the built-in one-to-one feature. You can also use @mentions to guide team members to specific spreadsheet cells or insert items into documents, including images or code. The team can leverage user-managed notifications to keep up-to-date with mentions and messages.

Quip can work on native Android and iOS applications across mobile and desktop devices. Its offline capabilities allow users to work on documents when an Internet connection is unavailable, updating the changes whenever a connection appears.

SalesForce acquired Quip in July 2016 for a total price of approximately $750 million.

Benefits of SalesForce Quip Integration

The main advantage of integrating SalesForce Quip is exporting real-time data from SalesForce to Quip. You can open SalesForce reports in a Quip spreadsheet with a single click. The data is always live, and Quip immediately reflects all changes.

You can also quickly export a Quip document to an Excel, Word, CSV, or PDF format. Users can invite each other by sending a link to the document—they can continue editing the document after sharing using the browser or a dedicated app.

Quip improves interaction and collaboration between team members, helping them make well-informed decisions. It lets you better understand your data and receive real-time, actionable information. The regularly updated data helps you make the right decisions for your business.

Another benefit of this tool is the tracking feature for historical data—it allows you to view changes made over a specific period. If necessary, you can undo changes to keep the app’s functionality.

Is SalesForce Quip Secure?

Quip is SalesForce’s cloud document platform, obligating it to maintain a high degree of security. Security of document management tools like Quip is critical to ensure endpoint security for your employee’s corporate and personal devices. Below are some of the security capabilities Quip offers your organization.

Audits, Certifications and Compliance

Quip has the following auditing and regulatory certifications:

SOC 2 (Type 2 Certification)
EU-US Privacy Shield Framework
Swiss-US Privacy Shield Framework

All customer data stored in Quip falls under the annual certification to the EU-US and Swiss-US privacy shield frameworks awarded to SalesForce. The US DoC administered these frameworks, requiring independent SOC 2 audits of the SalesForce IT security environment, which extends to Quip.

The SalesForce executive for your organization’s account can provide the latest Service Organization Control 2 report. Quip is also GDPR-compliant, with its systems undergoing annual security audits by a leading, independent auditor.

Penetration Testing and Bug Bounties

Achieving robust application security requires testing by security professionals. Quip contracts with an external organization to conduct annual penetration tests on Quip services. The management team reviews the results and tracks the findings to resolution. Penetration tests are performed in a controlled environment without exposing customer data.

Apart from penetration testing, Quip offers a bug bounty to encourage developers to discover and disclose vulnerabilities to the company. It continuously triages submissions and tracks them to find resolutions.

Access Authentication

Quip restricts access to your production infrastructure based on the job function of authorized persons. Only a limited number of system admins and managers have privileged access to the system.

Quip authenticates users to production according to modern security best practices that use Secure Shell (SSH) keys and require two-factor authentication (2FA). It restricts access to the public cloud management console to authorized users who need access to perform their job duties, also using 2FA.

Encryption

Quip encrypts all customer data stored in its services at rest and in transit. It uses Transport Layer Security (TLS) to encrypt data and protect its integrity and security during transmission between Quip services and the user’s browser. It securely stores and manages encryption keys in a cloud-based infrastructure.

Identity and Access Management (IAM) roles can control access and support audits. Quip never stores encryption keys in the source code, and it rotates the keys according to industry standards. You can use the Enterprise Key Management feature for additional visibility and control—it lets you create and manage encryption keys for your Quip data in the AWS cloud.

Incident Management

The management team provides documentation of all incident management procedures and policies to ensure the following:

Contributors identify potential security incidents and report them to the relevant team members for resolution.
Employees adhere to the defined protocols to resolve security incidents.
Quip documents all procedures for making changes and notifying external and internal users.
Quip triages and tracks incidents to enable their resolution on time.

Service Monitoring

The Quip infrastructure monitors the performance and availability of its services and notifies the engineering team if a service diverges from performance, reliability, or availability thresholds. On-call engineers can quickly address these issues.

Quip’s service monitoring also covers security issues and uses the production access logs to identify anomalous activity. When Quip identifies anomalous behavior, it tracks the issue until it finds a solution. It logs all logins to each production system for monthly reviews—security staff investigates, records, and remediates suspicious and unexpected login attempts.

Quip’s intrusion detection system (IDS) helps detect and record unusual behavior. Quip continuously monitors the system’s capacity for strategic, long-term planning.

Conclusion

In this article, I explained the basics of SalesForce Quip and covered the security measures put in place by SalesForce to protect your data:

Certifications and compliance – Quip complies with SOC 2 (Type 2), EU-US Privacy Shield Framework, and Swiss-US Privacy Shield Framework.
Access authentication – Quip supports SSH and 2-factor authentication.
Penetration testing – Quip performs annual penetration testing and has a bug bounty program to discover security weaknesses.
Encryption – Quip encrypts all data at rest and in transit and uses TLS for all communications.
Incident management – Quip has well documented incident management procedures, as required by compliance standards.
Service monitoring – Quip infrastructure is continuously monitored and anomalous events are immediately investigated.

I hope this will help you make an informed decision when adopting Quip for a security-conscious enterprise.

How to Prepare for Your Salesforce Admin Certification Exam

By Aarathy Unnikrishnan

On July 27, 2022

In Post

About the author: Aarathy Unnikrishnan has started her career as an office administrator, where she got praised for her interpersonal and analytical skills that opened the door for her career in Salesforce as Salesforce Administrator. Her enthusiasm and passion for this hot technology have moulded her as a Salesforce enthusiast over the years.

Hello, dear Salesforce Admin Certification aspirant! We hope you have already kickstarted your preparation for the upcoming Salesforce ADM-201 exam. If not, or if you have just started preparing, then this is the right time to read about how to prepare for your Salesforce Admin Certification to avoid taking the wrong path.

Salesforce Admins are currently one of the most popular job roles; therefore, becoming a Salesforce Admin has become a rage. One of the first stages to becoming a highly effective Salesforce Administrator is passing the Salesforce Admin certification exam. This authorization is the current hype among the students and professionals of the tech field because, once you come out with the Salesforce certificate, there is no looking back.

Your career will continue to soar upward if you pass the Salesforce ADM-201 exam, whether it be through improved employment chances or high-scale earnings. Now, if you want to learn everything there is to know about this certification, this blog will provide you with all the information you need about the Salesforce Admin Certification exam to skyrocket your career graph.

Let’s go.

Meet The Prerequisites First

Just like you need to qualify school to get admission to college, similarly, you need to meet some prerequisites to apply for the Salesforce Admin Certification exam.

Though Salesforce Admin Certification is quite a beginner-friendly cert and is the stepping stone to entering the Salesforce universe and therefore does not ask for too many prerequisites, there are still some boxes you need to tick.

The prerequisites of Salesforce Admin Certification are:

Graduation from any authorized university
6 months of experience working as an admin
Solid knowledge of the Salesforce platform

Ensure these prerequisites are fulfilled before applying for the final Salesforce Admin Certification exam.

Know The Exam Format

Half your work will be done when you crack the Salesforce Admin Certification exam format. There is no rocket science involved in this preparation trick. All you need to do is head to the exam guide provided on Salesforce’s official website, and you can find all the information you need.

The question paper of the Salesforce Admin Certification exam contains 60 multiple-choice questions to solve, which you will be allotted 105 minutes to answer. To crack the exam, a candidate is expected to earn at least 65% marks, considered a passing score.

Now coming to the chief aspect of the exam format, the question format. The 60 multiple-choice questions of the Salesforce Admin Certification exam are divided into 12 categories which can be listed as follows:

App Exchange- 1%
Desktop and Mobile Administration- 1%
Organization Setup- 2%
Activity Management and Collaboration- 3%
User Setup- 7%
Date Management- 8%
Analytics- 10%
Service and Support Applications- 12%
Workflow Process Automation- 12%
Security and Access- 14%
Sales and Marketing Applications- 15%
Standard and Custom Objects- 15%

Schedule Your Exam

This is one of the first things you must do to make sure you make your place on the list of qualified Salesforce Administrators applying in 2022. Salesforce gives you a choice to schedule your exam on the day you wish to take the certification exam.

It will help if you take advantage of this privilege as a part of your exam preparation strategy. Scheduling your exam beforehand enables you to have a deadline set before you can start preparing for the exam, making your subconscious mind aware of the time you have in your hand to finish your preparation.

According to experts, scheduling your exam beforehand enables you to avoid procrastination.

Self-study

Salesforce Admin Certification is a certification for beginners in IT, but it is not as easy as it might seem. The role of a Salesforce Administrator in building a company and its growth is humungous, and qualifying for this certification sets you as a professional who can manage that role skillfully.

For the preparation for this certification exam, start self-studying and consuming content that is available for free on different social media platforms to get clarity on the role and responsibility.

It is of utmost importance that you comprehend the emergency of the role and what power it holds to ensure you can effectively play it after getting certified as a professional.

Enroll In A Course

As we stated earlier, Salesforce Admin Certification is the stepping stone into the Salesforce universe for any aspirant or professional. Hence, make sure you make the most of it and score an excellent percentage to make your career graph skyrocket.

To excel in the Salesforce certification exam, all you will need is the right kind of guidance that only a good Salesforce Admin Certification Exam preparation training platform can give you. With the best and most seasoned professionals gathered under one roof to guide you through the process of preparing yourself for the exam, you can rest assured of the best result.

Hence, find yourself a budget-friendly training platform that promises to have your back 24×7 and provides assistance whenever you ask for it, has 1:1 mentorship to ensure your difficulties are addressed on a personal level and provides the most valuable study materials.

Make A Strategy

Just like the Salesforce exam format is made strategically to cover all the aspects of the Salesforce Admin role, you as an aspirant also have to make a strategy or chalk out a plan to study strategically to crack the Salesforce ADM-201 exam. This is an underrated exam preparation method but is very effective.

Make a to-do list for the exam preparation and divide it into 3 parts- the most critical, essential, and standard sections. The most crucial section includes the exam question category, which holds the highest percentage of questions in the exam. For example, “Sales and Marketing Applications” is the one that has 15% of the questions and therefore should be on your most important list.

Similarly, include the lesser percentage question category in the critical list and the least percentage question categories in the standard list. This way, you prepare the most important questions by ensuring you cover the most crucial part of the syllabus.

Practice To The Fullest

There can never be a more effective formula to prepare for an exam than practice. The more you practice what you study for your upcoming Salesforce Admin Certification, the sharper your skills on cracking the exam will become.

Self-practicing and regularly sharpening your knowledge with the help of effective practise will ensure you are well-prepared for your Salesforce admin certification not only for the theory exam but also to play the role effectively post you get certified.

Take the help of practice sets created by professional training platforms and those available online for free to practice for the certification exam. Begin using practice sets from the beginning of your preparation to make sure you are going according to the syllabus.

Get An Accountability Partner

We hope you remember group studies during school exams or college semesters that helped to stay on track with the exam preparation. An accountability partner works in the same way. An accountability partner is a person who is on the same ground as you and accompanies you throughout your preparation to help you prepare better.

When you study alone, you might face procrastination, lose interest in learning when faced with complex subjects, and chances are that you also go out of track with the recent exam updates. Having an accountability partner will ensure you have fun while preparing for the exam and prepare better for it.

You can find an accountability partner in your communities; it can be inside your friends’ circle or on social media platforms where groups are meant for aspirants.

Join Communities

One of the best parts of Salesforce is that it has its community known as Trailhead. All personnel associated or yet to be associated with the Salesforce ecosystem hang out in the trailhead community online and offline.

You can gain a lot of insights into the Salesforce ecosystem and knowledge about the Salesforce admin certification by joining the Trailhead community. There are exams listed inside this group, and if you qualify, you can earn badges which are beneficial post getting certified as it helps you stand out from the crowd.

Apart from the Trailhead community, also join LinkedIn and Facebook groups where professionals share valuable tips and tricks to get through the exams. These are the types of groups that always keep you updated about the platform.

Conclusion

Salesforce Admin Certification is one of the essential credentials you want to achieve if you wish to establish yourself as a valued professional in the field of cloud computing. It is the foundational stone to your IT career in cloud platforms; hence we hope you excel in this exam. That is all for today. We hope you liked this blog and would implement the ideas we gave on how to prepare for the Salesforce Admin Certification Exam. But remember, a systematic study plan and unrelenting effort will surely help you ace the exam on the first go.

How CPQ Implementation Accelerates Business Automation in Salesforce CRM

By Vadim Rokhman

On July 19, 2022

In Post

About the author: Vadim Rokhman is a Trailblazer adventurer and a Product Manager of Sculptor CPQ at Twistellar, keen on delivering helpful tips and Sculptor CPQ solution for sales reps to drive sales automation in Salesforce CRM.

The automation of business operations currently holds a leading position in the development priorities of many firms. Automation has developed new forms and capabilities since the initial CRM and ERP systems, including the popular Salesforce platform.

The following trends stand out among the vast range of those, currently dominating business automation:

Use of chatbots and virtual assistants
Compilation and analysis of customer behavioral data
Self-service options and customer virtual desks
Automated workflows for sales reps (approval templates, revenue reports, customers)

Numerous apps created for Salesforce CRM already have self-service and automated workflows embedded. One of the most advanced solutions for automating various business processes, accelerating the sales cycle velocity, and ultimately raising a company’s revenue is Configure-Price-Quote (CPQ) solutions.

The emergence of CPQ

An old-school quoting process in a traditional sales flow was as following:

Determine the best products and the required configurations
Refer to pricing documentation or static systems for the basic price
Track down eligible discounts and apply them manually
Wait for approval if a large discount is requested
Create the final quote document that will be delivered to your customer

In a highly competitive environment, sales representatives deal with complex products and services, create quotes, and interact with customers. Excel and other data sales tools are no longer effective to provide deal velocity without errors and recalculations.

The key challenge has always been to improve the automation, predictability, and efficiency of the quoting process for both sales representatives and clients.

It has triggered different vendors all around the globe to develop CPQ solutions.

At the very least, CPQ software implementation reduces the use of paperwork and documentation. Sales reps benefit from having price books available at hand and save time by reducing manual calculations and routine operations.

But CPQ is more than that

Implemented CPQ solutions provide such out-of-the box capabilities as product bundles configurator, guided selling, automated pricing rules, and interactive web quotes to help streamline sales flows.

According to recent Gartner research, the CPQ software market size grew 15.5% in 2019 to an estimated 1.42 billion USD. The configure price and quote (CPQ) software market size is anticipated to grow at a CAGR of over 14% during the forecast period.

CFOs meet CPQ

How can a company’s decision maker identify internal signals indicating that business flows need to be tuned up and automated?

We will outline the biggest challenges every company faces when considering CPQ implementation. These observations are based on the interviews with CFOs that the Sculptor CPQ team conducted through 2021-2022 years. All of the represented companies used Salesforce CRM to run their businesses, with no CPQ solution. These are the industries covered by this questionnaire:

Logistics and Shipping Services
Manufacturing
Financial Consulting
Marketing Agencies
Software Services
Retail Business

Top 5 questions the CFOs refer to the Sculptor’s team about CPQ implementation

How to evaluate whether a company needs CPQ in the current business life cycle?
Is implementing CPQ a reasonable investment?
How many resources are required to deploy CPQ and set up relevant business processes?
How long will it take for sales revenue to increase as a result of CPQ-based sales flows?
How will CPQ implementation enhance communications with clients and increase customer satisfaction?

How to evaluate whether a company needs CPQ at the current business life cycle?

Some companies do quite well without CPQ. Sometimes, their business doesn’t provide a broad range of products or services to customers, or there is a sufficient number of sales reps successfully managing the flow of orders using standard tools (Excel) for calculations and generating commercial offers (quotes).

The primary indicators for a CFO to consider the feasibility of implementing CPQ are:

The speed of attracting new leads has slowed down. This may indicate that sellers spend much of their time working on accurate quotes, approving discounts, and discussing pricing policies with management, leaving them with less time to grow relationships with new customers.

The product (service) range is constantly expanding (changing), or includes a large number of independently configurable features, subproducts options with individual attributes (price, block pricing, quantity discounts).

Your pricing policy has become increasingly complex, and sales reps have already worked out all the pricing rules in Excel to calculate discounts for various customer groups. While keeping the option for sales representatives to manually set up prices or discounts in some circumstances, you wish to automate the application of pricing rules to quotes.

Although the workload for sales reps has increased, you don’t want to hire more people. The average time to quote is growing concurrently.

Your business has expanded into new markets with strong competition. As a consequence, multicurrency management, frequently changing pricing policies and quote approval management for VIP clients have become more time-consuming, preventing sales reps from closing deals quickly.

Is implementing CPQ a reasonable investment?

Obviously, business owners want to ensure they receive a return on their investment. CPQ vendors vary in their pricing models and subscription plans.

The “try before you buy” formula is the best way to determine whether a CPQ solution is worth purchasing. On the AppExchange platform, for example, Sculptor CPQ offers a great opportunity: you can install a free version of CPQ in your production with no expiration date (but with some minor limitations).

Alternatively, you can try a Test Drive and jump into the CPQ environment to play with product and bundle configuration, pricing rules in just a few clicks.

Regarding return on investment, you may determine how many man-hours will be saved annually by comparing the amount of time a sales representative would need to generate a typical quote using outdated techniques and software (such as Excel) with the time it would take to get a quote with CPQ guidance.

How many resources are required to deploy CPQ and set up relevant business processes?

It depends on a specific CPQ solution and your current business needs. For instance, a typical Sculptor CPQ installation takes half an hour, while its customization for customer’s needs may take 2-3 weeks. No integrator is needed, a company’s Salesforce administrator can easily set up CPQ for sales reps.

At the same time, the majority of CPQ solutions will require 3-6 months and a certified CPQ specialist or even a third-party Salesforce consulting firm to implement CPQ and tailor everything to the business needs.

How long will it take for sales revenue to increase as a result of CPQ-based sales flows?

Our research provides helpful indicators for CFOs to assess when a company is receiving a return on investment.

We can share these common benefits of Sculptor CPQ that companies see a year after its implementation:

CFOs admitted that sales reps generated more leads and accurate quotes several months after Sculptor implementation.

How will CPQ implementation help to improve interaction with clients and improve their customer success experience?

Customers have become more sophisticated and demanding. They tend to stay with companies that can provide self-service capabilities with a user-friendly interface.

In terms of CPQ, self-service capabilities are represented by the opportunity to edit online a proposed quote. Sculptor CPQ, for instance, has an integrated interactive web quote. That means that a customer can receive a published secure link via Salesforce notification, a messenger or email, edit it online, add missing products and services, approve the quote, and send it back to a sales rep. In this case, we achieve a flawless and adaptable collaboration between a company and its client.

Higher productivity, sales flow acceleration, and automation of routine operations are the key benefits a company gets by implementing CPQ in its business environment.

[AppExchange Series] Salesforce QuickBooks Integration and its New Suggested Account Match Feature

By Curt Hopmann

On March 11, 2022

In Post

About the author: Curt Hopmann has a history of developing new products and improving existing ones, including various Salesforce Apps. As CEO of Breadwinner, Curt is driven to help those businesses that use Salesforce and accounting and payment processing software such as NetSuite, QuickBooks, Xero, and Stripe to succeed by discovering the power of Breadwinner’s intuitive integration solutions.

Is your organization struggling with cross-departmental coordination and communication? If your sales and finance teams are not in sync, a third-party integration tool such as Breadwinner could be the missing piece of the puzzle. An integration software that syncs your QuickBooks with your Salesforce CRM helps to align your sales and finance data for improved coordination and communication across your organization while creating centralized workflows. And the launch of Breadwinner’s new suggested account match feature makes the process of configuration between the two software even more powerful and practical.

Integrating QuickBooks with Salesforce (How Does It Work?)

Fortunately, it’s never been easier to integrate QuickBooks with Salesforce. Breadwinner offers a purpose-built connector solution for sales and finance teams to streamline their workflows. If you’re growing tired of navigating between QuickBooks and Salesforce to access customer and account data, Breadwinner mirrors critical financial data in real-time across both platforms.

This Salesforce-native application gives sales and finance teams access to automation features designed to radically streamline and simplify the use of QuickBooks and Salesforce. When your team members make changes to data inside Salesforce, this is reflected in QuickBooks within just a few minutes. Sales and finance can use real-time data to make informed decisions.

Connecting QuickBooks with Salesforce creates unified workflows for organizations frustrated with navigating through a disjointed stack of applications to complete simple tasks. Implementing an integration tool like Breadwinner, sales and finance teams are well-equipped to meet customer needs and can play a pivotal role in driving efficiency.

It’s never been more important for ambitious organizations to have access to effective workflow automation solutions. With more sales and finance teams embracing workflow automation than ever before, now is the time to start taking a few intuitive tools for a test drive. This will give you the chance to see how some tools could potentially optimize and enhance existing workflows.

Breadwinner’s New Suggested Account Match Feature

Breadwinner have recently added the new suggested account match feature to their Salesforce and QuickBooks integration. Like all the automation features, account matching is designed to accelerate workflows and eliminate the need for users to manually match QuickBooks customers with Salesforce accounts–helping to save a significant amount of time.

Their suggested account match feature works like a magic trick. When you bring customer data from QuickBooks into their Salesforce-native application, each QuickBooks customer must match to a Salesforce account. Rather than getting your team to manually match QuickBooks customers with Salesforce accounts, their account match feature does all the heavy lifting.

You can take the following steps to leverage the new suggested account match feature:

Scroll to the bottom of the main dashboard and select Preview Customer Match.

Once you are on the Breadwinner Account Match page, you will see a preview of how they are aligning your data across QuickBooks and Salesforce. At the top, you will see an option to Accept All Suggested Matches in light grey. If you are satisfied with how the data is aligned in the preview, you should click this link.

A pop-up will appear – providing you with details on how many customers Breadwinner was able to automatically match. You are given the option to either match sub-companies with their parent’s Salesforce account or their equivalent Salesforce account. Once you have selected your preferences, you can proceed by clicking the Yes button.

Taking a full range of data variables into consideration, Breadwinner will make an attempt to auto-match your QuickBooks customers with Salesforce accounts. As Breadwinner can align your data with a remarkable degree of accuracy, all your team will need to do is go through and simply accept the suggested matches. This speeds up the entire onboarding process.

If you have hundreds or even thousands of suggested matches to approve, Breadwinner isn’t going to make you approve each and every one of these. They give you the ability to approve suggested matches in bulk–so you do not need to scroll through them all. Once you’ve looked at just a few matches, you will see whether the data is correctly aligned and ready for approval.

When Breadwinner attempts to match a QuickBooks customer with a Salesforce account, it takes a range of data points into consideration, including the customer’s company name, postal address, and phone number. In the event that Breadwinner is unable to match a QuickBooks customer with a Salesforce account, you can select a Salesforce account with the lookup box.

How Sales & Finance Teams Are Using The New Feature

As a workflow automation solution designed to enhance the productivity of your organization, Breadwinner comes jam-packed with a broad range of automation features. Their new suggested account match feature prevents users from spending hours scrolling through data to manually pair QuickBooks customers with Salesforce accounts. This isn’t a good use of your time.

The suggested account match feature is one of several functionalities enabling users to hit the ground running with Breadwinner and immediately unlock value. The purpose of their connector is to prevent sales and finance teams from spending hours aligning Salesforce and QuickBooks data. Organizations are using our new feature to unlock value even faster than before.

From the outset, sales and finance teams experience the power of workflow automation. When you leverage Breadwinner’s solution, you do not need to set aside time to align QuickBooks customers with Salesforce accounts. With the introduction of the new suggested account match feature, aligning your data is a quick and easy task that’s no longer overwhelming for your team.

Sales and finance teams are using our new suggested account match feature to pair hundreds and thousands of QuickBooks customers with Salesforce accounts. With Breadwinner in your corner, you do not need to feel daunted by this task. After you’ve scrolled through a few of the suggested matches, you can choose to accept all matches and speed up the process.

At Breadwinner, the team is continuously working to push the functionality of their QuickBooks Salesforce integration further. The introduction of the new suggested account match feature is just one example of their efforts in creating a robust integration between the two systems. They have built a highly practical integration that successfully leverages automation to create unified workflows for sales and finance teams.

Take Breadwinner for a test drive with a free trial today, or book a demo with their team.