Derek Black’s Post

Most organizations default to forecasting from Opportunities and Opportunity Products in Salesforce, but what if your revenue data lives elsewhere? With revVana, you can now build forecasts from any object or set of master-detail objects within #Salesforce. Our newest product video from Derek Black covers: ▪️ How revVana seamlessly integrates with Revenue Cloud to forecast using Quotes and Quote Lines. ▪️ Step-by-step configuration to point revVana to objects like Quotes or custom objects. ▪️ How to customize triggers and metadata controls for efficient, real-time forecasting. Watch the guide here: https://lnkd.in/gjxAyQqf #RevenueForecasting #revVana

Exciting news for Salesforce users! 🎉 Enhance your revenue generation process with Scrive's CPQ integration in Revenue Cloud! Generate accurate quotes and send offers for signing quickly and easily. With Scrive in your workflows that seamlessly incorporating CPQ, you can ensure a smooth transition from quote to contract signing! 📝✨ Say goodbye to manual data entry as documents are automatically created within Salesforce, saving you valuable time. Don't miss out on this opportunity to streamline your sales operations! 💼📈🖋️ #Salesforce #CPQ #RevenueCloud #Scrive

Are you using Salesforce? See how Scrive's Salesforce integration enables you to send and sign agreements without ever leaving your CRM as well as enabling advanced features like CPQ to generate and send accurate quotes with only a couple of clicks. #CRM #Salesforce #Sales #SalesEnablement #eSign

🎯 Just completed the Build a Discount Approval Process project on Salesforce Trailhead! In just a few hours, I learned how to: Prepare the Org for discounts Create Approval Processes that streamline decision-making Automate Submission Actions to save time Specify Final Approvals & Rejections to keep things crystal clear This badge adds to my growing expertise in Sales Management and General Sales Practices, using Sales Cloud. 🚀 Excited to apply these skills in real-world scenarios and help businesses make smarter, faster decisions on discount approvals! #Salesforce #Trailhead #ContinuousLearning #SalesManagement #Automation Salesforce Neevas🪽

Need help understanding what Salesforce is? Watch Salesforce Ben explain in 100 seconds! https://lnkd.in/eFPgdF3f

Register now to save your seat for our hands-on workshop at Dreamforce where you'll learn how to integrate Salesforce Customer 360 and Databricks data into Data Cloud for unified profiles and segmentation!

Thank you very much for joining! 🙏 💫 We Covered in Our Session: 💫 ☁️ Salesforce Platform Basics (Part 2): https://lnkd.in/g52hUxDM 💫 Expanding Beyond CRM: Salesforce has evolved from being just a CRM to offering powerful tools such as Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Mobile App, Process Automation, Slack, Data Cloud, and AI. 💫 Standard vs. Custom Offerings: We explored the differences between Salesforce’s standard features and custom options. 💫 Salesforce Trust Evolution: We discussed how Salesforce's definition of trust has evolved over time. From customers trusting Salesforce to securely store their data in the cloud, to maintaining transparency through Trust.salesforce.com , and building trust in AI to provide accurate responses and recommendations based on dynamic grounding. Finally, we covered the Einstein Trust layer, which ensures customer data is not sent to LLMs (Large Language Models). 💫 Salesforce and Einstein 1 Architecture: We also discussed topics like multi-tenancy, governor limits, metadata, APIs, Data Cloud, and the predictive and generative capabilities of Salesforce AI. If you missed the live session, no worries! You can catch up by exploring the Yalla Salesforce Trailmix or watch our recorded session: https://lnkd.in/gya8ZmfG Yalla Salesforce Trailmix: https://lnkd.in/g2rsy6kG #trailhead #Salesforce #GrowthJourney #Ranger #YallaSalesforce #Trailblazer #MTOH #MilitaryTrailblazer

📢 Salesforce Alert 📢 Synatic has different steps that connect to Salesforce; which determines the number of calls/requests that are made 📟. Reduce Salesforce requests/calls 📉using innovative steps within our Synatic solution 💯 For more information, click on the link below: https://lnkd.in/dB8u9ry9 #saas #dataintegration #integratedsolutions #datamanagement #salesforce

If you are headed to Dreamforce, then you must stop by one of the two LinkedIn for Sales sessions! Both of these sessions are designed to highlight how you can save sellers' time, improve data quality, and drive revenue through LinkedIn Sales Navigator & Salesforce Sales Cloud. Session No. 1: Supercharge Your Sales Process with LinkedIn Intelligence. This session takes place on Wednesday, September 18th at 1 P.M. PST, and will focus on embedding sales intelligence and Gen AI directly into Sales Cloud. It includes several LinkedIn for Sales members including Bo Sun, Shane Hughes, Kristin Olson, Meghan Wersel, Ernesto Garza and Kim Smith. 🔗 Register for it here: https://lnkd.in/g2Q7-W_7 Session No. 2: Driving Productivity & Growth with @Sales Navigator. This session takes place on Thursday, Sept 19th at 2 P.M. PST. This session will be led by Kim Smith and Dylan Friddle, and will showcase how to access Sales Navigator key features directly in Salesforce. 🔗 Register here: https://lnkd.in/gDcDXw42 We look forward to having you both be a part of both sessions. #salesnavigator #b2bsales #DF24 #linkedin #salesforce

A few years ago, I was working with a client who had an amazing product but struggled with one key challenge: their systems didn’t talk to each other. Every department was siloed, information was scattered, and opportunities were being missed. It was frustrating for their team—and even more so for their customers. That’s when we introduced Salesforce Integration into their ecosystem. The transformation was incredible. What once took hours was reduced to minutes, and their business began to scale faster than they could have imagined. It’s moments like these that remind me why I’m passionate about technology. When done right, it doesn't just improve processes; it changes the way businesses operate at their core. In my latest YouTube video, I dive deep into the power of Salesforce integration and how you can unlock the same level of transformation for your business. Here’s what you’ll learn: How Salesforce connects the dots between your systems https://lnkd.in/g2pRWMna #salesforceintegration #salesforce #youtube #salesforceexpert #kcloud