Blog

Discover the latest in Salesforce, cloud technology, and solutions to the most commonly asked questions.

Summit Blog Salesforce Lightning Migration

A Real-Time CRM

With Dreamforce 2022, Salesforce introduced Genie, providing you with real-time visibility into your customers. Genie, ...
Summit Blog Slack Process Automation Inside and Outside of Salesforce

Connecting Slack with Salesforce

Slack and Salesforce. There are really only two important things to know. Slack enables teams ...
Summit Blog Salesforce Shield

Protect, Monitor, and Retain Critical Data with Salesforce Shield

Safeguarding your most sensitive data and staying ahead of evolving compliance and industry regulations with ...
Summit Blog Salesforce Lightning Migration

Salesforce Automation

Automation reduces the work that humans have to do on repetitive or monotonous tasks, which ...
Summit Blog Slack Process Automation Inside and Outside of Salesforce

What is Salesforce Slack?

If you are one of the more seasoned members of your organization, no doubt at ...
Summit Blog Inside Sales With Salesforce

Inside Sales With Salesforce

Inside sales is the foundation of a successful sales organization. Inside sales is an efficient ...
Summit Blog Data Analytics in the Insurance Industry

Data Analytics in the Insurance Industry

In the insurance industry data analytics are an invaluable tool to make better decisions for ...
Summit Blog Building a Successful CRM From License Procurement to Launch

Building a Successful CRM From License Procurement to Launch

At Summit we believe everything should be right-sized. Your CRM solution should meet your needs ...
Summit Blog Salesforce Lightning Migration

Salesforce Revenue Cloud

What is Revenue Cloud? An end-to-end revenue management solution. So you can streamline your entire ...
Summit Blog Salesforce Journey Builder Entry Sources

Salesforce Marketing Cloud’s New Capabilities

Salesforce Marketing Cloud has introduced new features to enhance real-time personalization, automation, and intelligence in ...
Summit Blog Salesforce Lightning Migration

Automatic Deployment of Enhanced My Domains Coming to Salesforce Beginning January 2023

Spring ’23 release deployment starts in January 2023 (sandboxes) and February 2023 (production). With this ...
Summit Blog Keys to a Healthy Marketing Database

Document Generation in Salesforce

Omnichannel marketing is a communication strategy that combines all business communications over a single platform ...