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Salesforce

Employees implementing business automation processes with Salesforce.

5 Business Processes to Automate in Salesforce — Today

Save time and money by automating these 5 business processes 

Take it with you! Download this blog post as a PDF.

There’s something comforting about a routine. From a tried-and-true evening ritual to a set of tasks to start your workday off right, a good routine can get things done. But comfort and consistency don’t always equal maximum productivity. Are your routines and processes moving your business forward - or holding you back? Are you mindlessly repeating the same tasks just because it’s become a habit? 

Your team juggles a lot. Free up their time and energy by automating some of your processes with Salesforce!

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5 Tips to Improve Salesforce User Adoption

Onboarding and Training Your Salesforce Users 

You know that Salesforce is a great investment for your business. But only if your team is on board. And change can be hard. So how do you ensure everyone's using the system? A great user adoption plan! The suggestions in this guide will get you started, but it’s also important to collect feedback from your users and alter your approach based on their needs. We’ve broken this guide down into two main parts — strategy and tactics. 

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Forge a New Path: Get the Training You Need to Relaunch Your Career

 

#NewStoryWV

There’s no doubt the shortest distance between two points is a straight line. But there is something to be said for taking the scenic route. It’s never too late to explore new interests, learn new things, or forge a new trail. Thinking about trying something new or rebooting your career? Get the skills you need to join the area’s growing tech industry!

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CentralApp Trailblazers: Skye from Hurricane, WV

 

#NewStoryWV

For many, it’s enough to get up, go to work, go home and repeat. West Virginia native Skye Reymond is not like many people. While juggling her full-time position as a Data Scientist, and a member of CentralApp’s Talent Exchange, Skye also takes the time to mentor other people in the state’s growing tech field. The Marshall University and Northwestern University graduate isn’t just defined by her considerable intellectual pursuits. She also lends her talents on the soccer field as a coach with the Eastern Elite Soccer Academy. 

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Clean Up Your Salesforce Data

6 Tips to Improve Data Quality, Standardize
and Validate in Your Salesforce Org

Data is the cornerstone of building your business. It drives sales and marketing and guides product development. It can help you predict what may be in store for your business and your customers next week, next quarter, or next year. Without it, it’s nearly impossible to grow — or even maintain the status quo. 

The problem is, turning all that data into something usable isn’t always easy. Most companies have datasets that are fragmented, duplicative, and, quite frankly, a mess. 

You have Salesforce, so you know the potential to make better use of your data is there... but you’re not quite sure where to begin. 

We get that. And we can help! Here are six easy tips to put your data to work for your business.

How to Clean Up Your Salesforce Data in 6 Steps 

  1. Establish a Data Management Team
  2. Use Reports and Dashboards to Identify the Problems
  3. Create Duplicate-Catching Rules
  4. Develop a Data-Hygiene Schedule and Maintenance Plan
  5. Control Data Capture and Input
  6. Put Your Data to Use - Using your data regularly helps keep it clean!
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Bright Ideas: 100 Day Challenge

 

#NewStoryWV

This past Spring, we issued a challenge to people throughout West Virginia — and the entire Appalachian region: earn your Salesforce Administrator certification in 100 days or less, and we’ll pay for it. This challenge was born from the belief that people in this region have the resourcefulness and work ethic to excel in the incredibly fast-growing tech industry if they’re given the opportunity.

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CentralApp Trailblazers: Beth from Beckley, WV

 

#NewStoryWV

Beth Fanning Taylor is a true trailblazer. When Beth moved to a more rural community in WV, she searched for a job where she could use her college degree and have the flexibility to make sure her family stayed a top priority. What she found was the opportunity to take a chance. As a new mom, Beth enrolled in the Centralapp tech training program — even though she had no prior tech experience. Eight months later, she became a 3x-certified Salesforce Consultant. Now she works from home through the CentralApp Talent Exchange, a marketplace connecting companies with tech talent in Appalachia. Not only is Beth a CentralApp Trailblazer, her tenacity and willingness to forge her own path shows the true spirit of West Virginia. 

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