The Gradient Works Blog

Posts by Hayes Davis

4 tips to prevent account hoarders on your sales team
07/26/2022 4 tips to prevent account hoarders on your sales team Sales managers: let's talk about account hoarders. Have you seen these symptoms? Your sales team handles more inbound than outbound. As you scale,…
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Salesforce Flow best practices: Naming conventions
12/29/2021 Salesforce Flow best practices: Naming conventions Salesforce Flow requires you to name lots (and lots) of different things. Every Resource, Element and Outcome requires a label and an API Name. If…
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Announcing public availability and our pre-seed funding!
10/20/2021 Announcing public availability and our pre-seed funding! Today we're thrilled to announce the public availability of Gradient Works, as well as a round of funding to help us transform how revenue leaders…
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4.5 ways to do round robin assignment in Salesforce
06/17/2021 4.5 ways to do round robin assignment in Salesforce Fairly assigning leads, accounts or opportunities to sales reps is core to how sales teams manage ownership. In most cases that means round robin…
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How to launch a Salesforce Screen Flow from a button
05/21/2021 How to launch a Salesforce Screen Flow from a button Flow is great for building interactive workflows right into the Salesforce user interface. This post discusses how to run a Screen Flow at the click…
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Advanced round robin assignment
05/12/2021 Advanced round robin assignment Round-robin assignment is familiar to most sales teams. It's a deceptively simple concept that often becomes more complex in practice. We'll take you…
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Building Custom Property Editors for Salesforce Flow actions
05/06/2021 Building Custom Property Editors for Salesforce Flow actions This post explains the basics of an under-documented feature of custom Flow actions: Custom Property Editors (CPEs). These allow you to create a…
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The complete guide to Salesforce field history tracking
04/28/2021 The complete guide to Salesforce field history tracking "Hey, this doesn't look right. When did that get changed?" If you're a Salesforce Admin you've had someone ask you this about a field. And, let's…
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Revisiting the Assignment Mullet
04/22/2021 Revisiting the Assignment Mullet I wrote my first post for Gradient Works about managing sales rep assignment throughout the customer lifecycle. Not only is assignment one of the…
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