Mark Madrid-Delgado

Legacy Salesforce CPQ architectures aren’t keeping up with the complicated pricing configurations in today’s market – it may be time to look for a solution that will work for you. Matt Rooke explains why the market is veering towards unified revenue platforms for revenue agility. https://bit.ly/3LzIIdY #Salesforce DealHub.io

33

2 Comments

Business rules change fast, but your Salesforce logic shouldn’t slow you down. If you’re still managing complex decision logic with Apex or Custom Metadata, you’re likely dealing with frequent deployments, hard-to-read code, and growing maintenance overhead. This article breaks down how Salesforce Business Rules Engine (BRE) helps teams handle multi-condition logic using versioned, UI-driven decision tables, without constant releases. A must-read for Admins, Architects, and Consultants building scalable Service Cloud solutions. 👉 Read the full article: https://lnkd.in/g4vEwC84 𝗝𝗼𝗶𝗻 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗧𝗿𝗮𝗶𝗹 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆: 👉Telegram Group: https://lnkd.in/gCj_V5Zh #Salesforce #BusinessRulesEngine #ServiceCloud #SalesforceAdmin #SalesforceArchitect #SalesforceConsultant #OmniStudio #Automation

12

1 Comment

Accidentally giving away too much user access to your Salesforce data? Does any of the following sound familiar? See more on why this can be such an issue, what native Salesforce options offer, and why you may need better options for moving forward on our blog: bit.ly/3wcRtCt

3

Most #Salesforce risks don’t make themselves obvious. That’s why they’re so dangerous. At Dreamforce 2025, AutoRABIT is carving out private space for strategic 1:1 conversations on the exposures hiding in plain sight: misaligned profiles, overlooked integrations, inconsistent data access. Even the most mature orgs are surprised by what they’ve missed. Let’s talk about what it means to get proactive before blind spots become liabilities. https://bit.ly/45KKoHN #Salesforce #CRMStrategy #DataSecurity #Dreamforce2025

15

If Salesforce feels harder to use than it should, it might be time for a health check. Small issues in setup, usage, and data tend to compound over time, quietly impacting adoption and reporting. Here’s how to assess the overall health of your Salesforce org: 👉 https://hubs.la/Q044nWzN0 #Salesforce #CRM

3

Think your Salesforce security is solid? Take a peak at what Admins and users are (and aren't) doing, and see how your org stacks up. 🔐 https://bit.ly/3Itkj8v

10

💡 Tip Tuesday If your Salesforce CPQ org has hundreds (or thousands) of Product and Price Rules, it might be time to step back before adding more. Over time, rule-heavy configurations become harder to maintain, slower to test, and riskier to change, especially as your product catalogue grows. Before creating a new rule, ask: ✔ Can this be simplified through product structure instead? ✔ Are there duplicate rules solving the same problem? ✔ Is this logic still needed, or just legacy? A short rule audit can significantly reduce technical debt and make future changes faster and safer. Small clean-ups now save big headaches later. #TipTuesday #Salesforce #CPQ #SalesforceAdmin #QuoteToCash #SalesforceTips

1

Since Salesforce CPQ is now end-of-sale, many teams are looking at new CPQ options. As you evaluate what your next CPQ should look like, one important question is whether your system can support customers who move between online research, partners, and direct sales. This clip highlights why consistent pricing and product logic across every channel matters, and why it’s worth considering as you plan your next move. We’ve outlined several other suggestions in the full webinar if you’d like a deeper walkthrough: https://lnkd.in/eGUA8zkr #Salesforce #CPQ #Steelbrick

31