Codleo Consulting
CompanyForum Replies Created
Popular Salesforce Blogs
The Role of Generative AI in Shaping the Future of CRM
INTRODUCTION Customer Relationship Management (CRM) has shifted from a tool that simply records interactions with consumers to an advanced strategic tool for consumer management. GAI…
Best CRM for 2026: Salesforce vs Close CRM. Which One is Best for Your Business
Choosing the right CRM in 2026 is about more than managing contacts and tracking deals. Businesses need a platform that can improve customer relationships, automate…
What Are the Three Essential Features of Salesforce Marketing Cloud?
Salesforce Marketing Cloud is the automation platform that receives the highest praise and boasts the greatest number of features of any product of its kind.…
Popular Salesforce Videos
Demystifying OAuth and Connected Apps
Often times, the first thing an application needs to do is authenticate its users. Developers building integrations with Salesforce need a simple and secure way…
How To Start a Salesforce Career | Video Tutorial
In this episode of the TechTual Talk, our lovely guest Rachel joins us, and we discuss how to start a Salesforce career. 00:00:00 Start 00:09:00…
How to Reference Custom Metadata Types to Optimize Salesforce Account Records Using Salesforce Flow
Watch this video to learn how to reference custom metadata types to optimize Salesforce Account Records Using Salesforce Flow Salesforce Account Region Allocation using custom…
Popular Salesforce Infographics
A Day in the Life Infographic: Best Practices Guide for Sales Users
The internet is full of sales best practices. But what most people forget is that, as a business, you need to come to the understanding…
Six Reasons Clients Love Salesforce Community Cloud
While there are way more than six reasons to love Salesforce Community Cloud, here are the top six reasons that keep coming up again and…
Pardot January 2020 Release [Infographic]
HML Personalisation on Landing Pages and Forms What: HML is the new way to add personalization to Pardot marketing assets, replacing variable tags – you…