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Insights and best practices from our Salesforce experts.

Salesforce Reporting: 10 Best Practices That Separate a Report From a GuessData & Analytics
Digital Stratify Team
5 min read

Salesforce Reporting: 10 Best Practices That Separate a Report From a Guess

Every Salesforce org has 400 reports and trusts none of them. Here are the 10 best practices that turn Salesforce reporting from "just a screenshot" into a decision-making system.

#Best Practices#Adoption
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Salesforce for SaaS: Wiring Product Usage into Your CRM Without Drowning RepsData & Analytics
Digital Stratify Team
5 min read

Salesforce for SaaS: Wiring Product Usage into Your CRM Without Drowning Reps

Every SaaS company wants "product-led sales." Half of them wire product data into Salesforce and immediately drown reps in noise. Here is the honest playbook to bring PLG signals into the CRM.

#Data Cloud#RevOps#AI Workflows
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The Executive Dashboard That Actually Gets Opened: 6 Metrics, No FluffData & Analytics
Digital Stratify Team
5 min read

The Executive Dashboard That Actually Gets Opened: 6 Metrics, No Fluff

Most executive Salesforce dashboards contain 30 charts and get opened once. Here are the six metrics executives actually check, and how to display them so leaders read on their phone before the board meeting.

#Best Practices#Adoption
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Salesforce for Retail: Commerce Cloud, Omnichannel, and the Real ROIData & Analytics
Digital Stratify Team
6 min read

Salesforce for Retail: Commerce Cloud, Omnichannel, and the Real ROI

Commerce Cloud gets pitched as "the omnichannel platform." That is technically true and financially expensive. Here is when it earns the price, and when Shopify Plus + a Salesforce integration wins.

#Marketing Cloud#Data Cloud#Comparison
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Salesforce Health Cloud: When It Is Worth the Upgrade, and When It Is NotData & Analytics
Digital Stratify Team
6 min read

Salesforce Health Cloud: When It Is Worth the Upgrade, and When It Is Not

Health Cloud is the industry cloud everyone in healthcare is being sold. Sometimes it earns its price. Sometimes a well-configured Service Cloud does the same job for a third of the cost. Here is how to tell.

#Service Cloud#GDPR#Comparison
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Salesforce Data Cloud, Explained Simply: What It Is, Who Actually Needs It, and What It CostsData & Analytics
Digital Stratify Team
8 min read

Salesforce Data Cloud, Explained Simply: What It Is, Who Actually Needs It, and What It Costs

Data Cloud is the most-hyped and most-misunderstood product in Salesforce's catalog. Here is the plain-English guide: what it is, who needs it, who does not, and how the pricing really works.

#Data Cloud#Pricing
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The Ultimate Guide to Salesforce Data Cloud ImplementationData & Analytics
Digital Stratify Team
8 min read

The Ultimate Guide to Salesforce Data Cloud Implementation

Learn how to successfully implement Salesforce Data Cloud with our comprehensive guide covering assessment, implementation phases, best practices, and success metrics.

#Data Cloud#Migration
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