Salesforce Consulting Blog
5 Tips to speed up your Salesforce dashboards without upgrading anything
Salesforce Admins, fix your dashboard performance in 5 minutes
If your team has said, “This dashboard takes forever to load”, you're not alone and it’s not a user problem. It’s a system design problem.
This month, we're handing over exactly what enterprise teams must do to fix sluggish Salesforce dashboards. (Spoiler: It's not about buying more storage or upgrading your plan.)
Salesforce Acquires Informatica for $8B: What This Means for the Future of AI + Data
On May 27, 2025, Salesforce announced its definitive agreement to acquire Informatica in an $8 billion deal, a major move aimed at reinforcing Salesforce’s position as the world’s #1 AI CRM.
This acquisition brings together:
Salesforce Einstein + Agentforce (AI-driven decision-making and automation)
The Complete Guide to Nonprofit KPIs
Fundraising & Marketing Metrics That Actually Drive Mission Outcomes
Why KPIs Matter Now More Than Ever
With constant change and limited resources, metrics aren’t just numbers, they’re your compass.
Nonprofit KPIs help you steer your organization with confidence, spot patterns before they become problems, and justify the investments you need to grow impact
AI Agents vs. Automation: Why the Future of Work Won’t Be Scripted
The age of AI agents is here but are your systems, your teams, and your strategy ready to handle them?
What is an AI Agent?
Unlike simple automation bots, AI agents don’t just follow a script.
They observe, decide, and act, often with minimal human input.
Think of them as autonomous digital workers powered by generative AI.
22 AI Agent Terms Every Business Leader Needs To Know
To fully unlock the power of Salesforce Agentforce and Einstein AI, business users and admins alike need a shared language. Here’s your glossary, no jargon, just clarity.
1. Agentic AI
A form of AI that uses autonomous agents to complete multi-step tasks without needing human instruction for every action.
Agentforce is Salesforce’s agentic layer, purpose-built to orchestrate these workflows inside your CRM.
2. AI Agent
How to Save on Your Salesforce Investment: 5 Proven Strategies for Enterprises
Salesforce is a powerful platform, but without strategic oversight, it can become a significant expense.
Here are 5 ways to reduce costs and maximize ROI.
1. Audit and Reallocate Unused Licenses
Many teams continue to pay for inactive users, overlicensed roles, or features no one uses. This is the easiest win.
Next Step:
Go to Setup > Users > Login History and filter for the last 30 days. Export that list and cross-check with active roles.
How nonprofits are future-proofing their grantmaking with Salesforce
When Salesforce announced the sunset of foundationConnect, it marked the end of an era, but it also opened the door to better, smarter ways for nonprofits to manage grants.
For organizations navigating this transition, the real question isn’t just what to replace foundationConnect with. It’s how to evolve your grantmaking strategy using today’s most flexible, data-driven CRM tools.
Here’s what to consider, and how to build a system that’s resilient, scalable, and made for impact.
Salesforce Admins, Your Summer ’25 Release Checklist Starts Here
Salesforce drops major updates packed with new features, automations, and performance enhancements three times a year. The question is: Will you be ready on Day One?
At Equals 11, we help our clients do more than just keep up. We help them prepare, test, and implement updates in a way that actually drives ROI. Here’s your quick-start guide to navigating the Summer ’25 release like a pro.
Key Dates You Can’t Afford to Miss
The Stats Don’t Lie: Why Your Business Needs Salesforce Managed Services with Hypercare
What is Hypercare - Salesforce Managed Services?
Salesforce is a powerful CRM, but managing it effectively requires specialized skills. Hypercare - Salesforce Managed Services provides businesses with a dedicated team of experts, certified administrators, consultants, architects, and developers who handle ongoing system enhancements, integrations, security, and performance monitoring.
7 Steps to Perfect Objection Handling with Salesforce Tips
Objection handling is an essential skill in sales, enabling sellers to address concerns and guide prospects toward a confident purchasing decision. Salesforce can help sales and customer service representatives to better handle objections. When handled effectively, objections become an opportunity to build trust, strengthen relationships, and ultimately close more deals.
What is Objection Handling?
Get Your Team AI-Ready for Customer Service in 5 Steps
Customer service is evolving fast, and AI is leading the transformation. According to Salesforce Research (2024), 77% of service teams say AI helps them spend more time on meaningful customer interactions. AI isn’t here to replace jobs, it’s here to enhance them.
Leverage Salesforce To Automate Manufacturing & Reduce Errors
What if you could prevent these errors before they happen?
You can.
With Salesforce automation, manufacturers can streamline operations, eliminate manual work, and get real-time visibility into every step of the process—from order placement to final delivery. That means fewer errors, faster production, and happier customers.
Let’s break down exactly how Salesforce can help you take control and make your manufacturing process error-proof:
AI Agent Myths That Hold Businesses Back and How to Use Them for Growth
Are you missing out on the AI revolution?
AI agents are changing the game, helping businesses streamline operations, improve customer service, and boost revenue. But many companies hesitate because of myths that create fear and uncertainty. The truth? AI agents can be your biggest competitive advantage, if you know how to use them.
AI is transforming HR with 3 changes you need to know.
AI is revolutionizing HR by enhancing efficiency, automating tasks, and improving employee experiences. Learn how to implement AI in HR and relevant stats you’d want to know.
What Is AI in HR?
AI in HR leverages machine learning, natural language processing (NLP), and AI agents to streamline operations. It answers employee questions, predicts workforce trends, and enhances decision-making, boosting HR efficiency.
3 Steps to Keep Subscribers Engaged for Life
Imagine spending hours crafting the perfect email campaign only for it to end up in spam. Frustrating, right? Research shows that personalized emails generate 6x higher transaction rates, yet 51% of marketers say email deliverability is their biggest challenge. If you care about ROI and building lasting relationships, mastering email deliverability isn’t optional, it’s essential.
Let’s dive into three things that not only keep your emails out of the spam folder but also turn subscribers into loyal customers. Each step is tied to tools from Salesforce, a leader in email marketing technology, so you can implement this today.
Boost sales with these 5 strategic email campaigns
If you're tired of watching competitors grow while your business feels stuck, it’s time to change that. Your email list isn’t just a collection of contacts, it’s a goldmine of potential revenue, loyal customers, and business growth waiting to happen.
What are email nurture journeys?
An email nurture journey is a series of targeted emails designed to engage, educate, and convert prospects into customers over time.
What Salesforce’s new marketing and commerce innovations mean for you
The business world is evolving, and disconnected processes are no longer cutting it. Your customers demand personalized, frictionless experiences, and your teams need the right tools to deliver.
With Salesforce’s Marketing Cloud and Commerce Cloud updates, here’s how you can start driving results today.
Referral Marketing: Turn happy clients into sales champs!
Imagine turning your happiest customers into your most powerful sales team. Referral marketing is not just a strategy; it’s a way to harness the trust people already have in their friends, family, and peers. And it works!
Did you know that 50% of customers find new brands through social media recommendations or that 33% of people are willing to share brands online in exchange for rewards? (Source: Salesforce Connected Shopper Report 2024)
If you’re struggling to stand out in today’s crowded market, referral marketing can help you gain customers faster, at a lower cost, and with higher trust levels. Here’s how you can make it happen with Salesforce tools.
8 Ways to transform campaigns with AI-powered precision like never before.
Feeling overwhelmed by the endless cycle of campaign planning, content creation, and audience targeting? You’re not alone. Research shows that 54% of B2B marketers struggle to produce quality content consistently (Content Marketing Institute), and 71% of marketers are now turning to AI to bridge this gap (Salesforce State of Marketing Report).
Here’s the good news: with the right tools, you can cut through the chaos, streamline your workflow, and achieve better results. Salesforce’s Agentforce Campaigns is designed to make your life easier by automating repetitive tasks, improving precision, and freeing you to focus on what matters which is building connections and driving results
The Power of Salesforce Data Cloud
Imagine knowing exactly what your customers need and delivering it instantly. In today’s world, customer expectations are higher than ever.
A single misstep like slow service or irrelevant marketing can send them running to a competitor. Data Cloud is here to fix that by uniting all your data in one place, giving you a full view of your customers so you can build relationships that last.