Insights, Stories, and Resources for Process Intelligence
The Reporting Struggle is Real If you’re a Salesforce Admin, this might sound familiar. Your inbox fills up with reques...
You Think You Know How People Use Salesforce You’ve got documentation. You’ve got process flows. You’ve even held train...
Do your deals feel like they take forever? You know there are steps that seem to unexpectedly take much longer than anti...
As a Salesforce developer, how many times have you had to make a Map of records where the key is a property of those rec...
That Awkward Blame Game If you’ve ever had a business stakeholder point the finger at “Salesforce issues,” you’re not a...
When auditors ask how you manage data privacy or process steps, it can feel like a scramble. As a Salesforce Administrat...
As a Salesforce Administrator there’s always that looming spectre of process chaos in the wake of Sales/Service Cloud mi...
As a Salesforce Administrator, you’ve probably had this happen more than once. A user logs a ticket or pings you direct...
Salesforce Admins, You Know the Pain. Documenting your org’s processes is a task that’s never truly done. Or at least i...
The UAT Time Crunch is Real If you’re a Salesforce Admin or project lead, you know the drill. New release? Time for use...
Forecasting can feel like more art than science. And if you’ve ever sat on a forecast call thinking, “That deal is defin...
You open an object—and hundreds of fields stare back. Which ones actually matter? Which are just clutter? As your compan...
Data History instrumentation actions in a Salesforce Flow ![Salesforce transaction visualised in the Data History trans...
Processity Data History allows you to have unlimited field history tracking, millisecond precision of tracked changes, o...
The Rising Tide of Regulations With regulations like GDPR, HIPAA, and SOX constantly evolving and imposing requirements...
You roll out a new feature. You feel the worry creep in — “are we too close to our governor limits?” It’s a common fear....
When Power Users Go... a Bit Too Far You know the type — the power users who love Salesforce, live in it, and push it t...