Blog I PhoneIQ

5 min

15 Salesforce import wizard limitations you should be aware of

Data analysis is a major key to understand problems in an organization and how to flourish the business. It is critical to explore data in meaningful ways. Salesforce is one of the leading CRM and has many success stories attached to it.

Jul 7, 2021

15 min

Five easy steps to quickly create a campaign in Salesforce

Spending the right amount of money on the right campaign to the right people is a must for campaigning.

Jul 6, 2021

10 min

5 Basic Principles to Creating Stable Process Automations in Salesforce

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.

Jul 5, 2021

Chad Hammond

10 min

5 Quick Tips to Merge Accounts in Salesforce Lightning

At some point, almost every organization realizes a terrible truth . . . they have a massive number of duplicate records. Duplicates create a myriad of issues for users.

Jul 2, 2021

Matt Graessle

5 min

Understanding Salesforce Standard and Custom Objects

We know you are here to understand Salesforce standard and custom objects. At the outset, you may think it’s something difficult but trust me it’s just an initial hiccup and nothing to panic about.

Jul 1, 2021

Sales Engagement

5 min

7 Benefits of Deploying Salesforce Sales Engagement [Former High Velocity Sales]

Perhaps one of the more feature-rich addons to Salesforce’s Sales Cloud, High Velocity Sales (HVS) provides incredible tools for your inside sales team to spend precious time more intentionally and gain actionable insights based on previously unavailable sets of data.

Jun 30, 2021

10 min

Understanding Salesforce Report Formats: Tabular, Matrix, Summary and Joined

When a company considers moving to Salesforce, they visualize what the business will look like operating on the world’s most popular CRM solution.

Jun 29, 2021

Matt Graessle

7 min

7 Tips to Successfully Deploy Salesforce Financial Services Cloud

If you are considering purchasing Salesforce’s Financial Services Cloud (FSC), you might be set up in a brand-new instance with FSC pre-installed. If so, great!

Jun 25, 2021

10 min

7 Keys to Nailing Your Next Salesforce Admin Job Interview

You’ve done the work, built experience, maybe passed a certification, and after applying for countless positions, you finally get that beautiful and elusive message.

Jun 23, 2021

Matt Graessle

10 min

Salesforce Summer'21 Release highlights you will love

Salesforce has always been an innovative company and this summer it’s delivering on its promise of innovation once again.

Jun 21, 2021

7 min

8 Things You Should Know about Salesforce Lightning Flows

If you have been around the Salesforce ecosystem for any amount of time, you are probably familiar with the “clicks not code” mantra, which is a catchy way of saying that declarative development tools are one of the most crucial tools for the future state of digital transformation projects.

Jun 19, 2021