Resources
Guides for running Salesforce well
How we design sales processes and build orgs that your own team can understand and change.
AI in Salesforce
Leveraging AI for process automation
Three ways we put ChatGPT to work inside Salesforce Flow, each with a demo: an Ask ChatGPT widget, contact title normalization, and account plan analysis.
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AI in Salesforce
How to connect ChatGPT to Salesforce Flow
A step-by-step setup with a Named Credential and Flow's HTTP Callout action, no Apex required, plus tips for building it to last.
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Sales process
Implementing MEDDPICC on Salesforce
What each letter of MEDDPICC means, what to capture on the opportunity, and how it improves qualification and forecasting.
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Build for change
Build Salesforce automation your team can change in minutes
Move business rules out of formulas and flows and into settings, so a change takes minutes instead of a project.
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Build notes
Salesforce Flow naming conventions, and why they matter
A simple naming pattern and set of flow type abbreviations that keep your automation easy to find and maintain.
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Build notes
Salesforce object and field API naming conventions
Clean object names and field names that reveal their data type, plus a quick reference table.
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