The Gradient Works Blog
How to mass change account owners in Salesforce
02/03/2023 How to mass change account owners in Salesforce If you found yourself needing to change the account owner in Salesforce for a lot of accounts at once, this guide is for you.
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4 tips for preventing - or cleaning up - dirty data
08/12/2022 4 tips for preventing - or cleaning up - dirty data Every office has that one closet. You know the one. The closet of old technology, swag and apparel with old logos, etc. Every once in a while, an…
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Migrating from Workflow Rules to Flow
04/01/2022 Migrating from Workflow Rules to Flow You’ve heard the news from Salesforce events over the past year, and now you see a visual reminder whenever you interact with workflow rules in…
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Using asynchronous actions in a Flow
02/24/2022 Using asynchronous actions in a Flow This post is part of a technical series to help Salesforce Admins automate business processes using Flow. We're very excited to feature a new guest…
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The only lead distribution guide you'll ever need
01/19/2022 The only lead distribution guide you'll ever need We've got a brand new resource to help sales and marketing teams increase revenue velocity. This one is all about lead distribution (or lead routing…
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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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Free Salesforce Flow reference guide
12/17/2021 Free Salesforce Flow reference guide Salesforce is deprecating Process Builder and Workflow Rules in favor of Salesforce Flow. If you're new to Flow, you might want a little help with…
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A few RevOps takeaways from Dreamforce 2021
09/23/2021 A few RevOps takeaways from Dreamforce 2021 Salesforce's huge annual Dreamforce event is happening in San Francisco and virtually this week. If you haven't been able to attend or stream a…
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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, account or opportunities to sales reps is core to how sales teams manage ownership. In most cases that means round robin…
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